Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

JACOBSON & SCHMITT ADVISORS, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

JACOBSON & SCHMITT ADVISORS, LLC (CIK 1632096) reported $551.4M across 78 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IUSB ($36.8M, 6.68%), APH ($30.3M, 5.50%), AMZN ($27.5M, 4.99%), MBB ($23.7M, 4.29%), IGSB ($21.8M, 3.95%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IUSBISHARES TR$36.8M6.68%797,346Added
2APHAMPHENOL CORP$30.3M5.50%240,019Trimmed
3AMZNAMAZON COM INC$27.5M4.99%132,036Added
4MBBISHARES TR$23.7M4.29%249,332Added
5IGSBISHARES TR$21.8M3.95%414,288Added
6ASMLASML HLDG NV$21.6M3.91%16,326Trimmed
7FSVFIRSTSERVICE CORP NEW$20.6M3.73%147,930Added
8CSWCSW INDUSTRIALS INC$16.6M3.01%63,736Added
9NFLXNETFLIX INC.$16.3M2.96%169,622New
10MSFTMICROSOFT CORP$16.0M2.90%43,219Added
11DHRDANAHER CORP DEL$15.9M2.89%84,056Trimmed
12COSTCOSTCO WHOLESALE CORPORATION$15.8M2.87%15,893Trimmed
13TXNTEXAS INSTRS INC$15.4M2.79%79,298Added
14KNSLKINSALE CAP GROUP INC$15.0M2.73%43,986Added
15SCHWSCHWAB CHARLES CORP$15.0M2.72%159,847Added
16IBPINSTALLED BLDG PRODS INC$13.9M2.52%52,322Trimmed
17MELIMERCADOLIBRE INC$13.8M2.51%7,995Added
18FDXFEDEX CORP$13.5M2.45%37,923Trimmed
19JKHYHENRY JACK & ASSOC INC$12.9M2.35%81,844Trimmed
20AAONAAON INC$12.9M2.34%155,986New
21FLSFLOWSERVE CORP$12.2M2.21%165,480Trimmed
22ELFE L F BEAUTY INC$11.7M2.13%193,819Added
23APPAPPLOVIN CORP$11.4M2.07%28,702Trimmed
24VVISA INC$11.2M2.04%37,161Added
25BXBLACKSTONE INC$10.9M1.97%94,550Added

Source: SEC Form 13F filings · as of 2026-03-31