Jacobson & Schmitt Advisors, LLC - Q22026 Holdings

Jacobson & Schmitt Advisors, LLC holds 81 stocks with a total portfolio value of $ 612.15M as of Q22026. In Q22026, Jacobson & Schmitt Advisors, LLC added 8 new positions, increased stakes in 20 stocks, reduced 35 holdings, and fully exited 5 positions. The largest holding is Amphenol Corp (APH), representing 6.93% of the total portfolio.