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Stock Style
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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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
13
0
2
0
2
0
12
4
2
JACOBSON SCHMITT ADVISORS LLC

Time Period2018-03-31

Total Holdings71

Total Value ($x1000)144,808
Activities
New35

Increased9

Unchanged2

Decreased25

Sold Out7

Top 10 Stock Holdingstotal 49.07%
VCIT8.82

NKE5.94

ECL5.29

FSV4.96

INXN4.4

 
PB4.18

AMZN4.05

DHR4.02

MKL3.81

COST3.6

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VCIT
8.82%
INT-TERM CORP
NKE
5.94%
CL B
ECL
5.29%
COM
FSV
4.96%
SUB VTG SH
INXN
4.4%
SHS
PB
4.18%
COM
AMZN
4.05%
COM
DHR
4.02%
COM
MKL
3.81%
COM
COST
3.6%
COM
APH
3.57%
CL A
HDB
3.47%
ADR REPS 3 SHS
INTU
3.36%
COM
AGG
3.35%
CORE TOTUSBD ETF
ANSS
3.3%
COM
CHD
3.28%
COM
ASML
3.26%
N Y REGISTRY SHS
EQIX
2.95%
COM PAR $0.001
JKHY
2.93%
COM
BX
2.83%
COM UNIT LTD
AYI
2.76%
COM
LXFT
2.74%
ORD SHS CL A
PBA
2.67%
COM
EPD
2.18%
COM
V
2.16%
COM CL A
MUB
1.76%
NAT AMT FREE BD
VTEB
0.94%
TAX-EXEMPT BD
SLQD
0.49%
0-5YR INVT GR CP
VCLT
0.47%
LG-TERM COR BD
IVV
0.32%
CORE S&P500 ETF
IXUS
0.29%
CORE MSCITOTAL
BLK
0.27%
COM
BSV
0.23%
SHORT TRM BOND
BND
0.12%
TOTAL BND MRKT
VEU
0.11%
ALLWRLD EX US
JNJ
0.11%
COM
BRK.B
0.1%
CL B NEW
BIV
0.08%
INTERMED TERM
VTI
0.08%
TOTAL STK MKT
XOM
0.07%
COM
HD
0.06%
COM
ISTB
0.06%
CORE STRM USBD
CMF
0.05%
CALI AMT-FRE ETF
VT
0.05%
TT WRLD ST ETF
FIS
0.05%
COM
SPY
0.04%
TR UNIT
RDS/A
0.04%
SPONS ADR A
VOO
0.04%
SHS
VCSH
0.03%
SHRT TRM CORP BD
GSK
0.03%
SPONSORED ADR
JPM
0.02%
COM
LQD
0.02%
IBOXX INV CP ETF
EFA
0.02%
MSCI EAFE ETF
NVG
0.02%
COM
EWJ
0.01%
MSCI JPN ETF NEW
IWM
0.01%
RUSSELL 2000 ETF
WFC
0.01%
COM
ISRG
0.01%
COM NEW
ESRX
0.01%
COM
IUSB
0.01%
CORE TL USD BD
GE
0.01%
COM
WMB
0.01%
COM
BAC
0.01%
COM
DE
0.01%
COM
PRU
< 0.01%
COM
TGT
< 0.01%
COM
APA
< 0.01%
COM
EEMV
< 0.01%
EM MK MINVOL ETF
OMC
< 0.01%
COM
SON
< 0.01%
COM
S
< 0.01%
COM SER 1
AAPL
0.74%
COM
ATVI
0.5%
COM
TSLA
0.3%
COM
LNT
0.22%
COM
MMM
0.17%
COM
DIS
0.16%
COM DISNEY
AMAT
0.15%
COM