Stock Taper 
JACOBSON & SCHMITT ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Baker Hughes Company | BKR | 4.11K | $228.22K |
 Masco Corporation | MAS | 4.45K | $362.1K |
 NextEra Energy, Inc. | NEE | 5.49K | $482.11K |
 MercadoLibre, Inc. | MELI | 8.31K | $14.1M |
 Linde plc | LIN | 14.26K | $7.4M |
 ASML Holding N.V. | ASML | 14.52K | $28.89M |
 Costco Wholesale Corporation | COST | 15.67K | $14.66M |
 IDEXX Laboratories, Inc. | IDXX | 15.76K | $8.3M |
 FedEx Freight Holding Company, Inc. | FDXF | 17.64K | $2.66M |
 Saia, Inc. | SAIA | 18.19K | $7.66M |
 Alphabet Inc. | GOOGL | 19.2K | $6.86M |
 HEICO Corporation | HEI-A | 26.34K | $6.79M |
 AppLovin Corporation | APP | 26.41K | $13.61M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 31.15K | $14.88M |
 Microsoft Corporation | MSFT | 33.77K | $12.6M |
 Visa Inc. | V | 35.07K | $12.03M |
 FedEx Corporation | FDX | 35.5K | $11.12M |
 Prologis, Inc. | PLD | 47.71K | $6.46M |
 Jack Henry & Associates, Inc. | JKHY | 48.56K | $6.69M |
 Kinsale Capital Group, Inc. | KNSL | 48.73K | $16.07M |