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Home > Institutional Investor > Jacobson & Schmitt Advisors, Llc > Profile

Instuitional Investor - Jacobson & Schmitt Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Jacobson & Schmitt Advisors, Llc
Portfolio Value $489,269,093
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 730,165 $33,646,004 6.88%
2.
Amazon Com Inc
 AMZN 130,800 $24,885,991 5.09%
3.
Ishares Tr
 367,831 $19,263,310 3.94%
4.
Danaher Corp
 DHR 92,106 $18,881,641 3.86%
5.
Ishares Tr - 0-5 YR TIPS ETF
 181,317 $18,760,870 3.83%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)