StockDriftsStockDriftsTop 50 Jacobson & Schmitt Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | 6.68% | 797.3K | $36.8M | +2.33%(+18.14K) | $50.31(-8.51%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 5.5% | 240.0K | $30.3M | -2.78%(-6.87K) | $22.96(+495.28%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.99% | 132.0K | $27.5M | +2.01%(+2.60K) | $105.37(+159.62%) | 2026-03-31 | |
| MBB | ISHARES TR | 4.29% | 249.3K | $23.7M | +8.85%(+20.28K) | $94.60(-0.31%) | 2026-03-31 | |
| IGSB | ISHARES TR | 3.95% | 414.3K | $21.8M | +3.29%(+13.21K) | $51.39(+1.89%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 3.91% | 16.3K | $21.6M | -3.46%(-586) | $445.46(+223.92%) | 2026-03-31 | |
| FSV | FIRSTSERVICE CORP NEW | 3.73% | 147.9K | $20.6M | +2.02%(+2.94K) | $109.49(+14.77%) | 2026-03-31 | |
| CSW | CSW INDUSTRIALS INC | 3.01% | 63.7K | $16.6M | +2.00%(+1.25K) | $186.22(+47.34%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 2.96% | 169.6K | $16.3M | new | $94.96(-7.44%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.9% | 43.2K | $16.0M | +11.37%(+4.41K) | $417.12(-1.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.75% | +21.65% |
| Top 20 Holdings Unweighted | +6.56% | +21.00% |
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