Jacobson & Schmitt Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 81 distinct equity securities, with the total value of the portfolio not explicitly stated in the filing.
The filing lists Apple Inc. as the largest single position, with a reported holding of 534,718 shares. Other notable holdings include Amazon.com Inc. with 28,524,272 shares, Microsoft Corporation with 12,595,341 shares, and Prologis Inc. with 6,462,868 shares. The portfolio also includes significant stakes in Visa Inc., Berkshire Hathaway Inc., and Taiwan Semiconductor Manufacturing Co.
The report indicates that all positions are held as sole voting and dispositive power. The filing was signed by Jason Schmitt, the firm's Chief Compliance Officer, on November 10, 2026.
