Stock Taper 
JACOBSEN CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amgen Inc. | AMGN | 1.01K | $366.1K |
 The Progressive Corporation | PGR | 992 | $216.7K |
 Eaton Corporation plc | ETN | 966 | $411.63K |
 Welltower Inc. | WELL | 966 | $219.25K |
 Lowe's Companies, Inc. | LOW | 942 | $207.7K |
 American Express Company | AXP | 916 | $309.84K |
 Westinghouse Air Brake Technologies Corporation | WAB | 835 | $225.12K |
 Chubb Limited | CB | 829 | $282.47K |
 Caterpillar Inc. | CAT | 791 | $842.34K |
 Analog Devices, Inc. | ADI | 777 | $308.6K |
 Costco Wholesale Corporation | COST | 750 | $701.6K |
 Linde plc | LIN | 743 | $385.57K |
 Marvell Technology, Inc. | MRVL | 732 | $218.06K |
 Seagate Technology Holdings plc | STX | 657 | $634K |
 GE Vernova Inc. | GEV | 607 | $713.14K |
 Intuitive Surgical, Inc. | ISRG | 603 | $239.8K |
 Western Digital Corporation | WDC | 584 | $373.01K |
 CrowdStrike Holdings, Inc. | CRWD | 531 | $405.23K |
 Trane Technologies plc | TT | 484 | $237.72K |
 Teradyne, Inc. | TER | 440 | $212.89K |