Stock Taper 
JACOBSEN CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Thermo Fisher Scientific Inc. | TMO | 1.63K | $814.71K |
 Corning Inc | GLW | 1.63K | $415.58K |
 Salesforce, Inc. | CRM | 1.79K | $280.11K |
 International Business Machines Corporation | IBM | 1.79K | $504.77K |
 QUALCOMM Incorporated | QCOM | 1.81K | $334.84K |
 Palo Alto Networks, Inc. | PANW | 1.83K | $625.09K |
 Gilead Sciences, Inc. | GILD | 2K | $252.3K |
 Starbucks Corporation | SBUX | 2.15K | $219.91K |
 Mastercard Incorporated | MA | 2.18K | $1.12M |
 Citigroup Inc. | C | 2.18K | $305.25K |
 PepsiCo, Inc. | PEP | 2.19K | $296.66K |
 GE Aerospace | GE | 2.24K | $838.65K |
 The Charles Schwab Corporation | SCHW | 2.3K | $211.94K |
 Morgan Stanley | MS | 2.34K | $489.57K |
 The Home Depot, Inc. | HD | 2.34K | $826.68K |
 The Walt Disney Company | DIS | 2.39K | $229.86K |
 KLA Corporation | KLAC | 2.46K | $742.21K |
 Micron Technology, Inc. | MU | 2.48K | $2.86M |
 Lam Research Corporation | LRCX | 2.5K | $1.08M |
 Southwest Gas Holdings, Inc. | SWX | 2.58K | $228.72K |