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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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8
3
1
JACOBSON SCHMITT ADVISORS LLC

Time Period2018-12-31

Total Holdings37

Total Value ($x1000)138,540
Activities
New0

Increased20

Unchanged3

Decreased14

Sold Out3

Top 10 Stock Holdingstotal 48.26%
NKE6.91

ECL5.81

VCIT5.42

FSV4.82

CHD4.78

 
DHR4.41

AMZN4.27

HDB3.98

INXN3.96

COST3.9

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
NKE
6.91%
CL B
ECL
5.81%
COM
VCIT
5.42%
INT-TERM CORP
FSV
4.82%
SUB VTG SH
CHD
4.78%
COM
DHR
4.41%
COM
AMZN
4.27%
COM
HDB
3.98%
ADR REPS 3 SHS
INXN
3.96%
SHS
COST
3.9%
COM
PB
3.75%
COM
APH
3.58%
CL A
MKL
3.56%
COM
AGG
3.42%
CORE TOTUSBD ETF
INTU
3.26%
COM
TTD
3.13%
CL A
V
3.12%
COM CL A
JKHY
3.06%
COM
ANSS
3.03%
COM
PBA
2.84%
COM
FLRN
2.74%
INV GRD FLT RT
BX
2.44%
COM UNIT LTD
EPD
2.16%
COM
ASML
1.98%
N Y REGISTRY SHS
OKTA
1.8%
CL A
LXFT
1.74%
ORD SHS CL A
MUB
1.72%
NAT AMT FREE BD
SLQD
1.17%
0-5YR INVT GR CP
VTEB
0.72%
TAX-EXEMPT BD
STIP
0.71%
0-5 YR TIPS ETF
ATVI
0.39%
COM
IVV
0.33%
CORE S&P500 ETF
IXUS
0.28%
CORE MSCITOTAL
VCLT
0.25%
LG-TERM COR BD
BSV
0.24%
SHORT TRM BOND
IUSB
0.15%
CORE TL USD BD
BLK
0.15%
COM
AYI
2.31%
COM
IBMI
0.14%
IBONDS SEP2020
MUAH
0.14%
19 AMT-FREE MN