Stock Taper 
JACOBSEN CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-B | 3.36K | $1.68M |
 Newmont Corporation | NEM | 3.26K | $304.86K |
 RTX Corporation | RTX | 3.24K | $614.73K |
 Oracle Corporation | ORCL | 3.23K | $472.62K |
 The Southern Company | SO | 2.9K | $277.85K |
 Philip Morris International Inc. | PM | 2.69K | $486.47K |
 Arista Networks, Inc. | ANET | 2.65K | $450.52K |
 Chevron Corporation | CVX | 2.63K | $435.29K |
 Southwest Gas Holdings, Inc. | SWX | 2.58K | $228.72K |
 Lam Research Corporation | LRCX | 2.5K | $1.08M |
 Micron Technology, Inc. | MU | 2.48K | $2.86M |
 KLA Corporation | KLAC | 2.46K | $742.21K |
 The Walt Disney Company | DIS | 2.39K | $229.86K |
 The Home Depot, Inc. | HD | 2.34K | $826.68K |
 Morgan Stanley | MS | 2.34K | $489.57K |
 The Charles Schwab Corporation | SCHW | 2.3K | $211.94K |
 GE Aerospace | GE | 2.24K | $838.65K |
 PepsiCo, Inc. | PEP | 2.19K | $296.66K |
 Citigroup Inc. | C | 2.18K | $305.25K |
 Mastercard Incorporated | MA | 2.18K | $1.12M |