Jacobson & Schmitt Advisors Q2 2026 Portfolio Activity: Focus on Tech, Real Estate

Technology Dominance Continues

Jacobson & Schmitt Advisors maintained a strong focus on the Technology sector during Q2 2026, evident through substantial purchases of high-profile tech stocks. The firm significantly increased its position in Taiwan Semiconductor Manufacturing (TSM), acquiring an additional 31,152 shares to reach a total holding value of $14,877,261. This represents a complete new position in the stock and aligns with their Technology allocation strategy.

Additionally, NVIDIA Corporation (NVDA) saw a considerable increase of 15,590 shares during this quarter. The holding grew to $12,674,718 worth of stock, boosting its portfolio weight by approximately 32.65%. This significant buy suggests confidence in the AI chip leader's prospects.

Other notable Technology additions include a complete new position in THE TRADE DESK (TTD), acquiring 174,050 shares. The firm also bolstered its stake in HENRY JACK & ASSOC INC (JKHY) by purchasing an additional 33,288 shares, resulting in a negative percentage change but overall strengthening of the position.

Real Estate and Industrials Gains

The firm demonstrated activity beyond Technology with significant gains reported in Real Estate and Industrials sectors. In Real Estate, PROLOGIS INC (PLD) experienced a complete new position build-up during Q2 2026, acquiring all 47,707 shares held today. This move added $6,462,868 to their portfolio and increased the stock's allocation from zero.

In Industrials, Jacobson & Schmitt Advisors significantly expanded positions in several companies during Q2 2026. HEICO CORP NEW (HEI-A) saw a complete new position acquisition of 26,342 shares valued at $6,793,866. Similarly, SAIA INC (SAIA) was added with all 18,188 shares purchased for $7,660,059.

The firm also made a complete new position in LINDE PLC (LIN), acquiring all 14,259 shares. This addition further diversifies their holdings within the Industrials sector.

Consumer and ETF Activity

Jacobson & Schmitt Advisors also showed interest in Consumer stocks during Q2 2026. The firm purchased a substantial number of AMAZON COM INC (AMZN) shares, increasing the holding by $12,337 worth and decreasing the share count slightly but maintaining its allocation.

Furthermore, the firm engaged in notable ETF trading. They sold all 783,510 shares of ISHARES TR (IUSB), reducing its value by $13,836 and decreasing the portfolio allocation percentage slightly.

Conversely, they increased their position in ISHARES TR (IGSB) by 9,321 shares during this quarter. This purchase added value to the ETF holding and reflects a strategic decision within specific sector funds.

No Major Sells Observed

In contrast to their buying activities, Jacobson & Schmitt Advisors did not report any major sell-offs in Q2 2026. While they sold shares of some stocks like JKHY and IUSB, these were relatively small decreases compared to their overall portfolio adjustments.

The firm's Technology sector allocation remains the largest component at 21.82% ($132,968,437), followed by Industrials (12.35%) and Financial Services (10.56%). Their total portfolio value stands at $609,484,077 as of June 30th.

Overall Portfolio Observations

Jacobson & Schmitt Advisors' Q2 2026 activity reveals a dynamic investment strategy focused primarily on Technology and supported by gains in Real Estate and Industrials. The filing shows that the firm has been active this quarter, with several significant buys adding substantial value to their portfolio.

For more detailed information about Jacobson & Schmitt Advisors' holdings or performance metrics, you can visit their profile page. To explore specific stock positions in depth, including the latest changes and allocations, refer to the individual company pages linked above.