Stock Taper 
JACOBSEN CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Chubb Limited | CB | 829 | $282.47K |
 Westinghouse Air Brake Technologies Corporation | WAB | 835 | $225.12K |
 American Express Company | AXP | 916 | $309.84K |
 Lowe's Companies, Inc. | LOW | 942 | $207.7K |
 Eaton Corporation plc | ETN | 966 | $411.63K |
 Welltower Inc. | WELL | 966 | $219.25K |
 The Progressive Corporation | PGR | 992 | $216.7K |
 Amgen Inc. | AMGN | 1.01K | $366.1K |
 McDonald's Corporation | MCD | 1.02K | $276.26K |
 Valero Energy Corporation | VLO | 1.06K | $276.33K |
 The Boeing Company | BA | 1.11K | $241.36K |
 Capital One Financial Corporation | COF | 1.22K | $244.35K |
 Applied Materials, Inc. | AMAT | 1.28K | $926.89K |
 Texas Instruments Incorporated | TXN | 1.3K | $386.3K |
 Union Pacific Corporation | UNP | 1.32K | $358.77K |
 Fortinet, Inc. | FTNT | 1.43K | $219.22K |
 Phillips 66 | PSX | 1.43K | $241.57K |
 UnitedHealth Group Incorporated | UNH | 1.52K | $630.1K |
 Eli Lilly and Company | LLY | 1.54K | $1.85M |
 The Sherwin-Williams Company | SHW | 1.61K | $552.98K |