Jacobsen Capital Management Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$271.6B
Holdings
116
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (116 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CBCHUBB LIMITED | 773 | $224.0M | 0.08% | |
| 102 | GILDGILEAD SCIENCES INC | 2,018 | $223.7M | 0.08% | |
| 103 | ADSKAUTODESK INC | 707 | $218.9M | 0.08% | |
| 104 | TTTRANE TECHNOLOGIES PLC | 491 | $214.8M | 0.08% | |
| 105 | BABOEING CO | 1,023 | $214.3M | 0.08% | |
| 106 | SWXSOUTHWEST GAS HLDGS INC | 2,880 | $214.2M | 0.08% | |
| 107 | UNHUNITEDHEALTH GROUP INC | 682 | $212.8M | 0.08% | |
| 108 | KLACKLA CORP | 235 | $210.5M | 0.08% | |
| 109 | TMUST-MOBILE US INC | 882 | $210.1M | 0.08% | |
| 110 | SCHWSCHWAB CHARLES CORP | 2,294 | $209.3M | 0.08% | |
| 111 | CMECME GROUP INC | 758 | $208.9M | 0.08% | |
| 112 | LOWLOWES COS INC | 928 | $205.9M | 0.08% | |
| 113 | BMYBRISTOL-MYERS SQUIBB CO | 4,388 | $203.1M | 0.07% | |
| 114 | MOALTRIA GROUP INC | 3,435 | $201.4M | 0.07% | |
| 115 | MDTMEDTRONIC PLC | 2,298 | $200.3M | 0.07% | |
| 116 | PACSPACS GROUP INC | 14,693 | $189.8M | 0.07% |
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