JACOBSON & SCHMITT ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HDB | 399K | $14.59M |
 | TTD | 304K | $11.53M |
 | FAST | 275K | $11.02M |
 | APH | 247K | $33.36M |
 | FLS | 190K | $13.16M |
 | ELF | 189K | $14.37M |
 | SCHW | 160K | $15.96M |
 | GSHD | 153K | $11.25M |
 | FSV | 145K | $22.55M |
 | TTAN | 132K | $14.10M |
 | AMZN | 129K | $29.88M |
 | JKHY | 100K | $18.26M |
 | DHR | 95K | $21.80M |
 | OKTA | 92K | $7.97M |
 | BX | 90K | $13.95M |
 | NKE | 80K | $5.10M |
 | TXN | 78K | $13.46M |
 | IBP | 61K | $15.94M |
 | FDX | 58K | $16.65M |
 | KNSL | 43K | $16.78M |
HDFC Bank Limited
HDB
Shares Held
399K
Value
$14.59M
The Trade Desk, Inc.
TTD
Shares Held
304K
Value
$11.53M
Fastenal Company
FAST
Shares Held
275K
Value
$11.02M
Amphenol Corporation
APH
Shares Held
247K
Value
$33.36M
Flowserve Corporation
FLS
Shares Held
190K
Value
$13.16M
e.l.f. Beauty, Inc.
ELF
Shares Held
189K
Value
$14.37M
The Charles Schwab Corporation
SCHW
Shares Held
160K
Value
$15.96M
Goosehead Insurance, Inc
GSHD
Shares Held
153K
Value
$11.25M
FirstService Corporation
FSV
Shares Held
145K
Value
$22.55M
ServiceTitan, Inc.
TTAN
Shares Held
132K
Value
$14.10M
Amazon.com, Inc.
AMZN
Shares Held
129K
Value
$29.88M
Jack Henry & Associates, Inc.
JKHY
Shares Held
100K
Value
$18.26M
Danaher Corporation
DHR
Shares Held
95K
Value
$21.80M
Okta, Inc.
OKTA
Shares Held
92K
Value
$7.97M
Blackstone Inc.
BX
Shares Held
90K
Value
$13.95M
NIKE, Inc.
NKE
Shares Held
80K
Value
$5.10M
Texas Instruments Incorporated
TXN
Shares Held
78K
Value
$13.46M
Installed Building Products, Inc.
IBP
Shares Held
61K
Value
$15.94M
FedEx Corporation
FDX
Shares Held
58K
Value
$16.65M
Kinsale Capital Group, Inc.
KNSL
Shares Held
43K
Value
$16.78M