Jacobson & Schmitt Advisors LLC

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Assets, Funds, Holdings

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Jacobson & Schmitt Advisors LLC
CRD #140431
SEC #801-66735
CIK #1632096
AUM $267.1 MM (97% Disc, 100% US, 2020-03-03)
Employees7 (86% Investors, 0% Brokers)
Phone608-662-7500
Address8333 Greenway Blvd
Middleton, WI 53562
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
2702161621085402006201120162021
Sector Issuer Cap ($MM) Value ($MM)
NKE 150,250.0 9.6
ECL 59,170.0 8.0
VCIT 7.5
FSV 4,090.0 6.7
CHD 17,290.0 6.6
DHR 112,120.0 6.1
AMZN 1,207,970.0 5.9
HDB 68,710.0 5.5
COST 134,590.0 5.4
PB 6,030.0 5.2
View All
Holdings by Sector ($)
0.20.20.10.10.00.02013201520172020
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