# EDGAR Filing Document

**Accession Number:** 0001632096
**File Stem:** 0001951757-25-001034
**Filing Date:** 2025-8
**Character Count:** 10405
**Document Hash:** cc55b9896df5416f198dca1b7fa4d161
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001034.hdr.sgml**: 20250805

**ACCESSION NUMBER**: 0001951757-25-001034

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250805

**DATE AS OF CHANGE**: 20250805

**EFFECTIVENESS DATE**: 20250805

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** JACOBSON & SCHMITT ADVISORS, LLC
- **CENTRAL INDEX KEY:** 0001632096

**ORGANIZATION NAME:**
- **EIN:** 204081798
- **STATE OF INCORPORATION:** WI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16370
- **FILM NUMBER:** 251185344

**BUSINESS ADDRESS:**
- **STREET 1:** 8333 GREENWAY BLVD
- **STREET 2:** STE 330
- **CITY:** MIDDLETON
- **STATE:** WI
- **ZIP:** 53562
- **BUSINESS PHONE:** 6084697361

**MAIL ADDRESS:**
- **STREET 1:** 8333 GREENWAY BLVD
- **STREET 2:** STE 330
- **CITY:** MIDDLETON
- **STATE:** WI
- **ZIP:** 53562

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** JACOBSON  SCHMITT ADVISORS LLC<br>**Address:** 8333 GREENWAY BLVD<br>STE 330<br>MIDDLETON, WI 53562

**Form 13F File Number:** 028-16370

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jason Schmitt<br>**Title:** Chief Compliance Officer<br>**Phone:** (608) 662-7500

**Signature, Place, and Date of Signing:**

Jason Schmitt  Middleton, WI  08-05-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 69

**Form 13F Information Table Value Total:** $564272251

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 34512868 | 746547 | SH |  | SOLE |  | 0 | 0 | 746547 |
| AMAZON COM INC | COM | 023135106 |  | 28637177 | 130531 | SH |  | SOLE |  | 0 | 0 | 130531 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 26897624 | 272381 | SH |  | SOLE |  | 0 | 0 | 272381 |
| E L F BEAUTY INC | COM | 26856L103 |  | 25646213 | 206093 | SH |  | SOLE |  | 0 | 0 | 206093 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 19631047 | 372082 | SH |  | SOLE |  | 0 | 0 | 372082 |
| MICROSOFT CORP | COM | 594918104 |  | 19140424 | 38480 | SH |  | SOLE |  | 0 | 0 | 38480 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 18916917 | 183820 | SH |  | SOLE |  | 0 | 0 | 183820 |
| DANAHER CORPORATION | COM | 235851102 |  | 18713669 | 94734 | SH |  | SOLE |  | 0 | 0 | 94734 |
| THE TRADE DESK INC | COM CL A | 88339J105 |  | 17424100 | 242035 | SH |  | SOLE |  | 0 | 0 | 242035 |
| KINSALE CAP GROUP INC | COM | 49714P108 |  | 16921740 | 34969 | SH |  | SOLE |  | 0 | 0 | 34969 |
| FIRSTSERVICE CORP NEW | COM | 33767E202 |  | 16894974 | 96753 | SH |  | SOLE |  | 0 | 0 | 96753 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 15914698 | 16076 | SH |  | SOLE |  | 0 | 0 | 16076 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 14937834 | 163720 | SH |  | SOLE |  | 0 | 0 | 163720 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 |  | 14861287 | 193834 | SH |  | SOLE |  | 0 | 0 | 193834 |
| ANSYS INC | COM | 03662Q105 |  | 14696099 | 41843 | SH |  | SOLE |  | 0 | 0 | 41843 |
| TEXAS INSTRS INC | COM | 882508104 |  | 14688568 | 70747 | SH |  | SOLE |  | 0 | 0 | 70747 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 14620379 | 18244 | SH |  | SOLE |  | 0 | 0 | 18244 |
| INSTALLED BLDG PRODS INC | COM | 45780R101 |  | 14545093 | 80663 | SH |  | SOLE |  | 0 | 0 | 80663 |
| IDEXX LABS INC | COM | 45168D104 |  | 14427010 | 26899 | SH |  | SOLE |  | 0 | 0 | 26899 |
| FEDEX CORP | COM | 31428X106 |  | 13116012 | 57701 | SH |  | SOLE |  | 0 | 0 | 57701 |
| SERVICETITAN INC | SHS CL A | 81764X103 |  | 12973711 | 121046 | SH |  | SOLE |  | 0 | 0 | 121046 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 12945310 | 4953 | SH |  | SOLE |  | 0 | 0 | 4953 |
| CSW INDUSTRIALS INC | COM | 126402106 |  | 12892255 | 44947 | SH |  | SOLE |  | 0 | 0 | 44947 |
| VISA INC | COM CL A | 92826C839 |  | 12534765 | 35304 | SH |  | SOLE |  | 0 | 0 | 35304 |
| FASTENAL CO | COM | 311900104 |  | 12057916 | 287093 | SH |  | SOLE |  | 0 | 0 | 287093 |
| FLOWSERVE CORP | COM | 34354P105 |  | 12048675 | 230156 | SH |  | SOLE |  | 0 | 0 | 230156 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 11799097 | 33704 | SH |  | SOLE |  | 0 | 0 | 33704 |
| BLACKSTONE INC | COM | 09260D107 |  | 11725458 | 78389 | SH |  | SOLE |  | 0 | 0 | 78389 |
| GOOSEHEAD INS INC | COM CL A | 38267D109 |  | 10927920 | 103572 | SH |  | SOLE |  | 0 | 0 | 103572 |
| HENRY JACK  ASSOC INC | COM | 426281101 |  | 10583727 | 58743 | SH |  | SOLE |  | 0 | 0 | 58743 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 9101881 | 185639 | SH |  | SOLE |  | 0 | 0 | 185639 |
| OKTA INC | CL A | 679295105 |  | 7696491 | 76988 | SH |  | SOLE |  | 0 | 0 | 76988 |
| NIKE INC | CL B | 654106103 |  | 6286746 | 88496 | SH |  | SOLE |  | 0 | 0 | 88496 |
| ISHARES U S ETF TR | SHORT DURATION B | 46431W507 |  | 5467343 | 106993 | SH |  | SOLE |  | 0 | 0 | 106993 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 3983698 | 149314 | SH |  | SOLE |  | 0 | 0 | 149314 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3756343 | 21315 | SH |  | SOLE |  | 0 | 0 | 21315 |
| SPDR SERIES TRUST | PORTFOLIO LN TSR | 78464A664 |  | 3638909 | 136904 | SH |  | SOLE |  | 0 | 0 | 136904 |
| VERONA PHARMA PLC | SPONSORED ADS | 925050106 |  | 3562924 | 37671 | SH |  | SOLE |  | 0 | 0 | 37671 |
| ISHARES U S ETF TR | SHORT MATURITY M | 46431W838 |  | 3367739 | 66993 | SH |  | SOLE |  | 0 | 0 | 66993 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 2389039 | 95447 | SH |  | SOLE |  | 0 | 0 | 95447 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 2270560 | 21732 | SH |  | SOLE |  | 0 | 0 | 21732 |
| INTUIT | COM | 461202103 |  | 2187249 | 2777 | SH |  | SOLE |  | 0 | 0 | 2777 |
| VANECK ETF TRUST | SHRT HGH YLD MUN | 92189F387 |  | 1398114 | 61893 | SH |  | SOLE |  | 0 | 0 | 61893 |
| ELI LILLY  CO | COM | 532457108 |  | 1328320 | 1704 | SH |  | SOLE |  | 0 | 0 | 1704 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 1199496 | 15088 | SH |  | SOLE |  | 0 | 0 | 15088 |
| DBX ETF TR | XTRACK MUN INFRA | 233051705 |  | 1088787 | 45385 | SH |  | SOLE |  | 0 | 0 | 45385 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 915240 | 12591 | SH |  | SOLE |  | 0 | 0 | 12591 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 726196 | 6829 | SH |  | SOLE |  | 0 | 0 | 6829 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 |  | 687031 | 6807 | SH |  | SOLE |  | 0 | 0 | 6807 |
| BRINKER INTL INC | COM | 109641100 |  | 666320 | 3695 | SH |  | SOLE |  | 0 | 0 | 3695 |
| EATON CORP PLC | SHS | G29183103 |  | 646866 | 1812 | SH |  | SOLE |  | 0 | 0 | 1812 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 584169 | 2015 | SH |  | SOLE |  | 0 | 0 | 2015 |
| CINTAS CORP | COM | 172908105 |  | 577680 | 2592 | SH |  | SOLE |  | 0 | 0 | 2592 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 480018 | 6209 | SH |  | SOLE |  | 0 | 0 | 6209 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 411051 | 2691 | SH |  | SOLE |  | 0 | 0 | 2691 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 395600 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 393960 | 811 | SH |  | SOLE |  | 0 | 0 | 811 |
| ABBOTT LABS | COM | 002824100 |  | 384501 | 2827 | SH |  | SOLE |  | 0 | 0 | 2827 |
| ABBVIE INC | COM | 00287Y109 |  | 376995 | 2031 | SH |  | SOLE |  | 0 | 0 | 2031 |
| APPLE INC | COM | 037833100 |  | 350226 | 1707 | SH |  | SOLE |  | 0 | 0 | 1707 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 297990 | 2100 | SH |  | SOLE |  | 0 | 0 | 2100 |
| MASCO CORP | COM | 574599106 |  | 296056 | 4600 | SH |  | SOLE |  | 0 | 0 | 4600 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 288232 | 4152 | SH |  | SOLE |  | 0 | 0 | 4152 |
| NUCOR CORP | COM | 670346105 |  | 284988 | 2200 | SH |  | SOLE |  | 0 | 0 | 2200 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 247140 | 400 | SH |  | SOLE |  | 0 | 0 | 400 |
| SERVICE CORP INTL | COM | 817565104 |  | 244200 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 225648 | 800 | SH |  | SOLE |  | 0 | 0 | 800 |
| MCDONALDS CORP | COM | 580135101 |  | 220005 | 753 | SH |  | SOLE |  | 0 | 0 | 753 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 |  | 215933 | 2354 | SH |  | SOLE |  | 0 | 0 | 2354 |

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