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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
4
1
1
1
1
0
12
4
2
JACOBSON SCHMITT ADVISORS LLC

Time Period2017-12-31

Total Holdings43

Total Value ($x1000)148,010
Activities
New0

Increased13

Unchanged9

Decreased21

Sold Out3

Top 10 Stock Holdingstotal 48.59%
VCIT9.83

NKE5.56

ECL5.17

FSV4.77

INXN4.17

 
DHR3.93

LXFT3.9

PB3.87

COST3.75

MKL3.64

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VCIT
9.83%
INT-TERM CORP
NKE
5.56%
CL B
ECL
5.17%
COM
FSV
4.77%
SUB VTG SH
INXN
4.17%
SHS
DHR
3.93%
COM
LXFT
3.9%
ORD SHS CL A
PB
3.87%
COM
COST
3.75%
COM
MKL
3.64%
COM
APH
3.6%
CL A
AYI
3.54%
COM
HDB
3.52%
ADR REPS 3 SHS
AMZN
3.41%
COM
INTU
3.19%
COM
ANSS
3.18%
COM
CHD
3.16%
COM
BX
3.12%
COM UNIT LTD
EQIX
3.1%
COM PAR $0.001
JKHY
3.1%
COM
PBA
3%
COM
ASML
2.96%
N Y REGISTRY SHS
AGG
2.45%
CORE TOTUSBD ETF
EPD
2.44%
COM
MUB
1.75%
NAT AMT FREE BD
VTEB
0.85%
TAX-EXEMPT BD
AAPL
0.74%
COM
VCLT
0.51%
LG-TERM COR BD
ATVI
0.5%
COM
SLQD
0.39%
0-5YR INVT GR CP
IVV
0.31%
CORE S&P500 ETF
TSLA
0.3%
COM
IXUS
0.28%
CORE MSCITOTAL
BLK
0.26%
COM
JNJ
0.23%
COM
BSV
0.23%
SHORT TRM BOND
LNT
0.22%
COM
JPM
0.21%
COM
XOM
0.2%
COM
HD
0.18%
COM
MMM
0.17%
COM
DIS
0.16%
COM DISNEY
AMAT
0.15%
COM
EGBN
4.15%
COM
ABC
2.57%
COM
BND
0.18%
TOTAL BND MRKT