Jacobsen Capital Management
Top Portfolio Positions
109 positions ·
$93,203,930 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
34,441 | $8,740,781 | 9.38% | |
| NVDA |
Nvidia Corp
Technology
|
49,255 | $8,590,072 | 9.22% | |
| MSFT |
Microsoft Corp
Technology
|
15,090 | $5,585,865 | 5.99% | |
| EXR |
Extra Space Storage Inc.
Real Estate
|
38,589 | $5,060,175 | 5.43% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,516 | $5,036,900 | 5.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,852 | $3,926,306 | 4.21% | |
| AVGO |
Broadcom Inc.
Technology
|
9,589 | $2,967,891 | 3.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,308 | $2,464,736 | 2.64% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,770 | $2,144,997 | 2.30% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
3,399 | $1,628,800 | 1.75% |
Portfolio Trend
24 quarters · across all stocks
Holdings in PACS
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $582,271 | 18,128 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $684,647 | 17,834 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $244,860 | 17,834 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $189,833 | 14,693 | Shares | Sole | 2025-07-30 | |
| No 13F history on record for this holder in this stock. | ||||||