Stock Taper 
JACOBSON & SCHMITT ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 HDFC Bank Limited | HDB | 422.88K | $10.92M |
 The Trade Desk, Inc. | TTD | 342.33K | $6.19M |
 Amphenol Corporation | APH | 240.53K | $42.41M |
 e.l.f. Beauty, Inc. | ELF | 234.01K | $17.32M |
 Netflix, Inc. | NFLX | 169.06K | $12.07M |
 Flowserve Corporation | FLS | 162.34K | $12.04M |
 The Charles Schwab Corporation | SCHW | 155.45K | $14.34M |
 AAON, Inc. | AAON | 155.3K | $19.7M |
 FirstService Corporation | FSV | 142.19K | $20.21M |
 Amazon.com, Inc. | AMZN | 119.7K | $28.53M |
 Danaher Corporation | DHR | 89.14K | $16.98M |
 Blackstone Inc. | BX | 84.33K | $9.92M |
 ServiceTitan, Inc. | TTAN | 81.1K | $5.73M |
 NIKE, Inc. | NKE | 80.61K | $3.31M |
 Texas Instruments Incorporated | TXN | 72.08K | $21.48M |
 NVIDIA Corporation | NVDA | 63.34K | $12.67M |
 Installed Building Products, Inc. | IBP | 53K | $12.18M |
 Kinsale Capital Group, Inc. | KNSL | 48.73K | $16.07M |
 Jack Henry & Associates, Inc. | JKHY | 48.56K | $6.69M |
 Prologis, Inc. | PLD | 47.71K | $6.46M |