Fund HoldingsJacobsen Capital Management

Total Portfolio Value
$341.91M
Total Bought
$38.90M
Total Sold
$16.26M
Net Transaction
+$22.64M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD INDEX FDS95,811569,155+473,34441,84949,02714.34%+7,178
VANGUARD INDEX FDS189,476189,940+46437,17541,39412.11%+4,218
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
236,579313,383+76,8049,21712,9273.78%+3,710
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
114,024185,189+71,1653,8617,4462.18%+3,586
VANGUARD TAX-MANAGED FDS874,716833,132-41,58456,05259,36117.36%+3,309
VANGUARD INDEX FDS39,57639,584+811,96214,4764.23%+2,514
MICRON TECHNOLOGY INC(MU)2,5692,475-948682,8570.84%+1,989
VANGUARD INDEX FDS64,13564,231+9613,93315,6084.56%+1,674
SCHWAB STRATEGIC TR443,915447,644+3,72910,98712,4003.63%+1,413
ADVANCED MICRO DEVICES INC(AMD)3,7743,667-1077682,1300.62%+1,362
NVIDIA CORPORATION(NVDA)49,25549,251-48,5909,8552.88%+1,265
APPLE INC(AAPL)34,44134,451+108,7419,9692.92%+1,228
ALPHABET INC(GOOG)17,51617,429-875,0376,2291.82%+1,192
VANGUARD INDEX FDS24,37124,475+1046,3837,4192.17%+1,036
INTEL CORP(INTC)7,0847,825+7413131,0930.32%+780
AMAZON COM INC(AMZN)18,85219,304+4523,9264,6011.35%+675
BROADCOM INC(AVGO)9,5899,611+222,9683,6311.06%+663
VANGUARD BD INDEX FDS69,65178,704+9,0535,3766,0371.77%+661
SANDISK CORP(SNDK)0274+27406230.18%+623
S&P GLOBAL INC01,475+1,47506010.18%+601
LAM RESEARCH CORP(LRCX)2,4602,495+355261,0810.32%+556
EXTRA SPACE STORAGE INC(EXR)38,58938,594+55,0605,6081.64%+548
ALPHABET INC(GOOG)7,7937,773-202,2362,7460.80%+511
ELI LILLY & CO(LLY)1,5381,543+51,4151,8510.54%+436
APPLIED MATLS INC1,5151,282-2335189270.27%+409
KLA CORP(KLAC)2272,460+2,2333347420.22%+408
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
660657-32596340.19%+375
WESTERN DIGITAL CORP(WDC)0584+58403730.11%+373
PALO ALTO NETWORKS INC(PANW)1,7991,833+342886250.18%+337
CISCO SYS INC(CSCO)8,0228,035+136229440.28%+321
CATERPILLAR INC(CAT)778791+135518420.25%+291
TESLA INC(TSLA)5,7705,745-252,1452,4160.71%+271
UNITEDHEALTH GROUP INC(UNH)1,3411,516+1753636300.18%+267
AMPHENOL CORP5,7725,623-1497299910.29%+262
VISA INC(V)5,0445,179+1351,5241,7770.52%+252
CUMMINS INC(CMI)0353+35302520.07%+252
UNITED RENTALS INC(URI)0218+21802470.07%+247
VANGUARD BD INDEX FDS33,40236,570+3,1682,6192,8490.83%+230
CENTENE CORP DEL(CNC)03,491+3,49102240.07%+224
STARBUCKS CORP(SBUX)02,152+2,15202200.06%+220
WELLTOWER INC(WELL)0966+96602190.06%+219
FORTINET INC(FTNT)01,427+1,42702190.06%+219
MICROSOFT CORP(MSFT)15,09015,561+4715,5865,8051.70%+219
MARVELL TECHNOLOGY INC(MRVL)0732+73202180.06%+218
TERADYNE INC(TER)0440+44002130.06%+213
DEERE & CO(DE)0331+33102100.06%+210
GE AEROSPACE(GE)2,2442,24406378390.25%+202
CROWDSTRIKE HLDGS INC(CRWD)548531-172144050.12%+191
GE VERNOVA INC(GEV)601607+65257130.21%+189
JPMORGAN CHASE & CO(JPM)5,3415,373+321,5711,7590.51%+188
CORNING INC(GLW)1,6961,627-692314160.12%+185
PACS GROUP INC(PACS)18,12817,258-8705827360.22%+154
TEXAS INSTRS INC(TXN)1,2761,296+202483860.11%+139
ABBVIE INC(ABBV)3,6333,660+277909210.27%+131
ARISTA NETWORKS INC(ANET)2,6502,652+23254510.13%+125
QUALCOMM INC(QCOM)1,7631,812+492273350.10%+108
MORGAN STANLEY(MS)2,3732,342-313914900.14%+99
BANK OF AMER CORP11,23311,255+225486410.19%+94
GOLDMAN SACHS GROUP INC(GS)372392+203153960.12%+82
ISHARES TR1,1194,477+3,3584775560.16%+79
EATON CORP PLC(ETN)948966+183394120.12%+73
SCHWAB STRATEGIC TR22,82022,300-5205856560.19%+71
INTERNATIONAL BUSINESS MACHS(IBM)1,8171,795-224405050.15%+64
QUANTA SVCS INC367369+22012660.08%+64
ANALOG DEVICES INC(ADI)77777702473090.09%+61
PHILIP MORRIS INTL INC(PM)2,5822,689+1074274860.14%+60
BERKSHIRE HATHAWAY INC DEL3,3993,363-361,6291,6830.49%+54
BOOKING HOLDINGS INC(BKNG)1553,959+3,8046537060.21%+53
JOHNSON & JOHNSON(JNJ)4,7074,712+51,1511,1970.35%+46
MERCK & CO INC(MRK)4,7584,798+405726170.18%+44
UNION PAC CORP(UNP)1,2991,319+203153590.10%+44
COCA COLA CO(KO)7,9027,906+46016430.19%+42
AMERICAN EXPRESS CO(AXP)900916+162723100.09%+38
VANGUARD WORLD FD1,8491,853+42082450.07%+37
SHERWIN WILLIAMS CO(SHW)1,6101,606-45165530.16%+37
TRANE TECHNOLOGIES PLC(TT)48448402022380.07%+36
THERMO FISHER SCIENTIFIC INC(TMO)1,5861,625+397808150.24%+35
US BANCORP(USB)4,1664,16602172520.07%+35
CITIGROUP INC(C)2,4312,181-2502763050.09%+30
ALTRIA GROUP INC(MO)3,3163,436+1202192470.07%+28
PARKER-HANNIFIN CORP(PH)29029002602840.08%+24
LINDE PLC(LIN)738743+53663860.11%+20
BOEING CO(BA)1,1151,11502222410.07%+19
CAPITAL ONE FINL CORP(COF)1,2331,218-152252440.07%+19
WABTEC(WAB)834835+12082250.07%+17
HOME DEPOT INC(HD)2,4662,344-1228118270.24%+16
WELLS FARGO & CO(WFC)6,1986,153-454935080.15%+15
AMGEN INC(AMGN)9991,011+123513660.11%+15
MASTERCARD INCORPORATED(MA)2,2112,179-321,1051,1190.33%+14
CHUBB LIMITED
COM
82982902702820.08%+12
VALERO ENERGY CORP(VLO)1,0701,061-92642760.08%+12
DISNEY WALT CO(DIS)2,2742,388+1142192300.07%+11
WILLIAMS COS INC(WMB)5,9045,90404304390.13%+9
REALTY INCOME CORP(O)4,3394,346+72652690.08%+4
BLACKROCK INC(BLK)271272+12612620.08%+1
PROGRESSIVE CORP(PGR)1,098992-1062182170.06%-1
SOUTHERN CO(SO)2,9032,90302802780.08%-2
SCHWAB CHARLES CORP(SCHW)2,3362,297-392202120.06%-8
UBER TECHNOLOGIES INC(UBER)3,5963,458-1382592500.07%-9
ORACLE CORP(ORCL)3,2883,225-634844730.14%-11
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Jacobsen Capital Management — 13F Holdings — Q2 2026 | TickerTrail