Long-term investor
Jacobson & Schmitt Advisors, LLC @jacobsonschmittadvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001632096).
Record
- Tracked since 2025-06-30 (446 days), 85 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -1.8% · all -1.8%
- Max drawdown n/a · win rate 11% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- APH · 6.9% · long · since 2025-06-30
- 46434V613 · 5.9% · long · since 2025-06-30
- ASML · 4.7% · long · since 2025-06-30
- AMZN · 4.7% · long · since 2025-06-30
- 464288588 · 4.0% · long · since 2025-09-30
- 464288646 · 3.6% · long · since 2025-06-30
- TXN · 3.5% · long · since 2025-06-30
- FSV · 3.3% · long · since 2025-06-30
- AAON · 3.2% · long · since 2026-03-31
- ELF · 2.8% · long · since 2025-06-30
- DHR · 2.8% · long · since 2025-06-30
- CSW · 2.7% · long · since 2025-06-30