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JACOBSON & SCHMITT ADVISORS, LLC - Portfolio Stock Holdings

JACOBSON & SCHMITT ADVISORS, LLC disclosed 80 stock positions in a recent SEC 13F filing. $548,397,515 of stock holdings were filed, with the largest holdings including IUSB, APH, and AMZN. This filing represented positions held on March 31, 2026, and was filed on April 10, 2026.

We estimate the fund has a total AUM of $676,435,703 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

80

Est. Stock Holding Value:

$548,397,515

Top Stock Holdings By Sector

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Portfolio Stock Holdings - JACOBSON & SCHMITT ADVISORS, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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