JACOBSEN CAPITAL MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 49K | $9.16M |
 | EXR | 39K | $5.05M |
 | AAPL | 34K | $9.37M |
 | AMZN | 19K | $4.38M |
 | GOOGL | 19K | $5.84M |
 | PACS | 18K | $684.65K |
 | MSFT | 16K | $7.62M |
 | T | 14K | $357.80K |
 | BAC | 11K | $614.96K |
 | PFE | 11K | $265.00K |
 | WMT | 10K | $1.06M |
 | AVGO | 9K | $3.25M |
 | CSCO | 8K | $617.93K |
 | XOM | 8K | $949.24K |
 | KO | 8K | $550.72K |
 | GOOG | 8K | $2.43M |
 | VZ | 8K | $306.00K |
 | EGO | 8K | $269.40K |
 | NFLX | 7K | $687.45K |
 | APH | 7K | $941.52K |
NVIDIA Corporation
NVDA
Shares Held
49K
Value
$9.16M
Extra Space Storage Inc.
EXR
Shares Held
39K
Value
$5.05M
Apple Inc.
AAPL
Shares Held
34K
Value
$9.37M
Amazon.com, Inc.
AMZN
Shares Held
19K
Value
$4.38M
Alphabet Inc.
GOOGL
Shares Held
19K
Value
$5.84M
PACS Group, Inc.
PACS
Shares Held
18K
Value
$684.65K
Microsoft Corporation
MSFT
Shares Held
16K
Value
$7.62M
AT&T Inc.
T
Shares Held
14K
Value
$357.80K
Bank of America Corporation
BAC
Shares Held
11K
Value
$614.96K
Pfizer Inc.
PFE
Shares Held
11K
Value
$265.00K
Walmart Inc.
WMT
Shares Held
10K
Value
$1.06M
Broadcom Inc.
AVGO
Shares Held
9K
Value
$3.25M
Cisco Systems, Inc.
CSCO
Shares Held
8K
Value
$617.93K
Exxon Mobil Corporation
XOM
Shares Held
8K
Value
$949.24K
The Coca-Cola Company
KO
Shares Held
8K
Value
$550.72K
Alphabet Inc.
GOOG
Shares Held
8K
Value
$2.43M
Verizon Communications Inc.
VZ
Shares Held
8K
Value
$306.00K
Eldorado Gold Corporation
EGO
Shares Held
8K
Value
$269.40K
Netflix, Inc.
NFLX
Shares Held
7K
Value
$687.45K
Amphenol Corporation
APH
Shares Held
7K
Value
$941.52K