JACOBSON & SCHMITT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HDB | 383K | $13.09M |
 | TTD | 290K | $14.19M |
 | FAST | 275K | $13.50M |
 | APH | 248K | $30.73M |
 | FLS | 223K | $11.87M |
 | SCHW | 159K | $15.15M |
 | ELF | 140K | $18.60M |
 | GSHD | 137K | $10.16M |
 | AMZN | 127K | $27.98M |
 | TTAN | 120K | $12.14M |
 | DHR | 96K | $19.10M |
 | FSV | 95K | $18.13M |
 | JKHY | 94K | $13.99M |
 | OKTA | 86K | $7.90M |
 | NKE | 84K | $5.82M |
 | BX | 78K | $13.32M |
 | TXN | 70K | $12.90M |
 | IBP | 68K | $16.80M |
 | FDX | 57K | $13.47M |
 | MSFT | 40K | $20.84M |
HDFC Bank Limited
HDB
Shares Held
383K
Value
$13.09M
The Trade Desk, Inc.
TTD
Shares Held
290K
Value
$14.19M
Fastenal Company
FAST
Shares Held
275K
Value
$13.50M
Amphenol Corporation
APH
Shares Held
248K
Value
$30.73M
Flowserve Corporation
FLS
Shares Held
223K
Value
$11.87M
The Charles Schwab Corporation
SCHW
Shares Held
159K
Value
$15.15M
e.l.f. Beauty, Inc.
ELF
Shares Held
140K
Value
$18.60M
Goosehead Insurance, Inc
GSHD
Shares Held
137K
Value
$10.16M
Amazon.com, Inc.
AMZN
Shares Held
127K
Value
$27.98M
ServiceTitan, Inc.
TTAN
Shares Held
120K
Value
$12.14M
Danaher Corporation
DHR
Shares Held
96K
Value
$19.10M
FirstService Corporation
FSV
Shares Held
95K
Value
$18.13M
Jack Henry & Associates, Inc.
JKHY
Shares Held
94K
Value
$13.99M
Okta, Inc.
OKTA
Shares Held
86K
Value
$7.90M
NIKE, Inc.
NKE
Shares Held
84K
Value
$5.82M
Blackstone Inc.
BX
Shares Held
78K
Value
$13.32M
Texas Instruments Incorporated
TXN
Shares Held
70K
Value
$12.90M
Installed Building Products, Inc.
IBP
Shares Held
68K
Value
$16.80M
FedEx Corporation
FDX
Shares Held
57K
Value
$13.47M
Microsoft Corporation
MSFT
Shares Held
40K
Value
$20.84M