Instuitional Investor - Jacobson & Schmitt Advisors, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Tr		763,844	$35,679,153	6.12%
2.	Amphenol Corp	APH	248,300	$30,727,125	5.27%
3.	Amazon Com Inc	AMZN	127,425	$27,978,687	4.8%
4.	Applovin Corp	APP	29,242	$21,011,547	3.61%
5.	Microsoft Corp	MSFT	40,226	$20,835,070	3.58%