SEC Form 13F

JACOBSON & SCHMITT ADVISORS, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-15
Reported value$612,148,321
Positions81

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AMPHENOL CORPAPHCL A$42,410,074240,529
ISHARES TRIUSBCORE UNIVRSL USD$36,158,987783,510
ASML HLDG NVASMLN Y REGISTRY SHS$28,888,20914,521
AMAZON COM INCAMZNCOM$28,529,039119,699
ISHARES TRMBBMBS ETF$24,447,882258,653
ISHARES TRIGSBISHS 1-5YR INVS$22,241,966424,384
TEXAS INSTRS INCTXNCOM$21,484,88672,080
FIRSTSERVICE CORP NEWFSVCOM$20,205,862142,185
AAON INCAAONCOM PAR $0.004$19,701,866155,304
E L F BEAUTY INCELFCOM$17,316,518234,007

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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