JACOBSON & SCHMITT ADVISORS, LLC - Portfolio overview

JACOBSON & SCHMITT ADVISORS, LLC has 92 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IUSB - ISHARES TR, 6.34%
2. APH - AMPHENOL CORP, 5.22%
3. AMZN - AMAZON COM INC, 4.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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