Stock Taper 
JACOBSEN CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Starbucks Corporation | SBUX | 2.15K | $219.91K |
 Gilead Sciences, Inc. | GILD | 2K | $252.3K |
 Palo Alto Networks, Inc. | PANW | 1.83K | $625.09K |
 QUALCOMM Incorporated | QCOM | 1.81K | $334.84K |
 International Business Machines Corporation | IBM | 1.79K | $504.77K |
 Salesforce, Inc. | CRM | 1.79K | $280.11K |
 Corning Inc | GLW | 1.63K | $415.58K |
 Thermo Fisher Scientific Inc. | TMO | 1.63K | $814.71K |
 The Sherwin-Williams Company | SHW | 1.61K | $552.98K |
 Eli Lilly and Company | LLY | 1.54K | $1.85M |
 UnitedHealth Group Incorporated | UNH | 1.52K | $630.1K |
 Phillips 66 | PSX | 1.43K | $241.57K |
 Fortinet, Inc. | FTNT | 1.43K | $219.22K |
 Union Pacific Corporation | UNP | 1.32K | $358.77K |
 Texas Instruments Incorporated | TXN | 1.3K | $386.3K |
 Applied Materials, Inc. | AMAT | 1.28K | $926.89K |
 Capital One Financial Corporation | COF | 1.22K | $244.35K |
 The Boeing Company | BA | 1.11K | $241.36K |
 Valero Energy Corporation | VLO | 1.06K | $276.33K |
 McDonald's Corporation | MCD | 1.02K | $276.26K |