Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: JACOBSON & SCHMITT ADVISORS LLC
  City: MADISON
  State: WI
  Zip: 53717
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $422,731,000
  Total Value Change : $27,434,000
  Securities Held Change : -25
   
All Securities Held : 44
  New Positions : 2
  Closed Positions : 27
  Increased Positions : 22
  Unchanged Positions : 4
  Decreased Positions : 16

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ESGV)1 Year Chart         ESGV Vanguard Esg Us Stock Etf 36 - $0.00 $3,024,000 32,455 0.72% 263,000 0 0.086    N/A
   (INTU)1 Year Chart         INTU Intuit Inc 38 - $574.27 $2,037,000 3,134 0.48% 78,000 0 0.001    Application Software
   (VSGX)1 Year Chart         VSGX Vanguard Esg International ... 41 - $0.00 $1,525,000 26,535 0.36% 58,000 0 0.1    N/A
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 43 - $62.90 $882,000 14,333 0.21% 81,000 0 0.002    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results