JACOBSON & SCHMITT ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HDB | 426K | $10.59M |
 | TTD | 325K | $7.37M |
 | APH | 240K | $30.33M |
 | ELF | 194K | $11.75M |
 | NFLX | 170K | $16.31M |
 | FLS | 165K | $12.16M |
 | SCHW | 160K | $15.02M |
 | GSHD | 159K | $6.78M |
 | AAON | 156K | $12.91M |
 | FSV | 148K | $20.55M |
 | AMZN | 132K | $27.50M |
 | BX | 95K | $10.87M |
 | TTAN | 94K | $6.00M |
 | DHR | 84K | $15.94M |
 | JKHY | 82K | $12.93M |
 | NKE | 80K | $4.22M |
 | TXN | 79K | $15.39M |
 | OKTA | 79K | $6.19M |
 | IBP | 52K | $13.87M |
 | NVDA | 48K | $8.33M |
HDFC Bank Limited
HDB
Shares Held
426K
Value
$10.59M
The Trade Desk, Inc.
TTD
Shares Held
325K
Value
$7.37M
Amphenol Corporation
APH
Shares Held
240K
Value
$30.33M
e.l.f. Beauty, Inc.
ELF
Shares Held
194K
Value
$11.75M
Netflix, Inc.
NFLX
Shares Held
170K
Value
$16.31M
Flowserve Corporation
FLS
Shares Held
165K
Value
$12.16M
The Charles Schwab Corporation
SCHW
Shares Held
160K
Value
$15.02M
Goosehead Insurance, Inc
GSHD
Shares Held
159K
Value
$6.78M
AAON, Inc.
AAON
Shares Held
156K
Value
$12.91M
FirstService Corporation
FSV
Shares Held
148K
Value
$20.55M
Amazon.com, Inc.
AMZN
Shares Held
132K
Value
$27.50M
Blackstone Inc.
BX
Shares Held
95K
Value
$10.87M
ServiceTitan, Inc.
TTAN
Shares Held
94K
Value
$6.00M
Danaher Corporation
DHR
Shares Held
84K
Value
$15.94M
Jack Henry & Associates, Inc.
JKHY
Shares Held
82K
Value
$12.93M
NIKE, Inc.
NKE
Shares Held
80K
Value
$4.22M
Texas Instruments Incorporated
TXN
Shares Held
79K
Value
$15.39M
Okta, Inc.
OKTA
Shares Held
79K
Value
$6.19M
Installed Building Products, Inc.
IBP
Shares Held
52K
Value
$13.87M
NVIDIA Corporation
NVDA
Shares Held
48K
Value
$8.33M