# EDGAR Filing Document

**Accession Number:** 0001632096
**File Stem:** 0001951757-26-000239
**Filing Date:** 2026-1
**Character Count:** 10673
**Document Hash:** bae8b46e37dc9b5c77cee242ca54d0cc
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000239.hdr.sgml**: 20260121

**ACCESSION NUMBER**: 0001951757-26-000239

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260121

**DATE AS OF CHANGE**: 20260120

**EFFECTIVENESS DATE**: 20260121

**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:** 26544152

**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:** 12-31-2025

**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  01-20-2026<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:** 72

**Form 13F Information Table Value Total:** $593935714

      (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 |
| ABBOTT LABS | COM | 002824100 |  | 354195 | 2827 | SH |  | SOLE |  | 0 | 0 | 2827 |
| ABBVIE INC | COM | 00287Y109 |  | 470461 | 2059 | SH |  | SOLE |  | 0 | 0 | 2059 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 463871 | 2166 | SH |  | SOLE |  | 0 | 0 | 2166 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 6333868 | 20236 | SH |  | SOLE |  | 0 | 0 | 20236 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 327982 | 1045 | SH |  | SOLE |  | 0 | 0 | 1045 |
| AMAZON COM INC | COM | 023135106 |  | 29876166 | 129435 | SH |  | SOLE |  | 0 | 0 | 129435 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 33364310 | 246887 | SH |  | SOLE |  | 0 | 0 | 246887 |
| APPLE INC | COM | 037833100 |  | 502379 | 1848 | SH |  | SOLE |  | 0 | 0 | 1848 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 19778639 | 29353 | SH |  | SOLE |  | 0 | 0 | 29353 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 18093231 | 16912 | SH |  | SOLE |  | 0 | 0 | 16912 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 407650 | 811 | SH |  | SOLE |  | 0 | 0 | 811 |
| BLACKSTONE INC | COM | 09260D107 |  | 13945985 | 90476 | SH |  | SOLE |  | 0 | 0 | 90476 |
| BRINKER INTL INC | COM | 109641100 |  | 530307 | 3695 | SH |  | SOLE |  | 0 | 0 | 3695 |
| CINTAS CORP | COM | 172908105 |  | 487478 | 2592 | SH |  | SOLE |  | 0 | 0 | 2592 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 13724542 | 15915 | SH |  | SOLE |  | 0 | 0 | 15915 |
| CSW INDUSTRIALS INC | COM | 126402106 |  | 18340929 | 62484 | SH |  | SOLE |  | 0 | 0 | 62484 |
| DANAHER CORPORATION | COM | 235851102 |  | 21797132 | 95217 | SH |  | SOLE |  | 0 | 0 | 95217 |
| DBX ETF TR | XTRACK MUN INFRA | 233051705 |  | 1199221 | 48868 | SH |  | SOLE |  | 0 | 0 | 48868 |
| E L F BEAUTY INC | COM | 26856L103 |  | 14365781 | 188924 | SH |  | SOLE |  | 0 | 0 | 188924 |
| EATON CORP PLC | SHS | G29183103 |  | 538282 | 1690 | SH |  | SOLE |  | 0 | 0 | 1690 |
| ELI LILLY  CO | COM | 532457108 |  | 1680800 | 1564 | SH |  | SOLE |  | 0 | 0 | 1564 |
| FASTENAL CO | COM | 311900104 |  | 11021493 | 274645 | SH |  | SOLE |  | 0 | 0 | 274645 |
| FEDEX CORP | COM | 31428X106 |  | 16646425 | 57628 | SH |  | SOLE |  | 0 | 0 | 57628 |
| FIRSTSERVICE CORP NEW | COM | 33767E202 |  | 22550864 | 144994 | SH |  | SOLE |  | 0 | 0 | 144994 |
| FLOWSERVE CORP | COM | 34354P105 |  | 13164925 | 189751 | SH |  | SOLE |  | 0 | 0 | 189751 |
| FTAI AVIATION LTD | SHS | G3730V105 |  | 202559 | 1029 | SH |  | SOLE |  | 0 | 0 | 1029 |
| GOOSEHEAD INS INC | COM CL A | 38267D109 |  | 11251925 | 152776 | SH |  | SOLE |  | 0 | 0 | 152776 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 |  | 14589366 | 399271 | SH |  | SOLE |  | 0 | 0 | 399271 |
| HENRY JACK  ASSOC INC | COM | 426281101 |  | 18255847 | 100043 | SH |  | SOLE |  | 0 | 0 | 100043 |
| IDEXX LABS INC | COM | 45168D104 |  | 13722735 | 20284 | SH |  | SOLE |  | 0 | 0 | 20284 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 394084 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| INSTALLED BLDG PRODS INC | COM | 45780R101 |  | 15943926 | 61467 | SH |  | SOLE |  | 0 | 0 | 61467 |
| INTUIT | COM | 461202103 |  | 1566624 | 2365 | SH |  | SOLE |  | 0 | 0 | 2365 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 572336 | 6762 | SH |  | SOLE |  | 0 | 0 | 6762 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 36264062 | 779202 | SH |  | SOLE |  | 0 | 0 | 779202 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 21208952 | 401077 | SH |  | SOLE |  | 0 | 0 | 401077 |
| ISHARES TR | MBS ETF | 464288588 |  | 21810332 | 229052 | SH |  | SOLE |  | 0 | 0 | 229052 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1143935 | 10680 | SH |  | SOLE |  | 0 | 0 | 10680 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 271491 | 727 | SH |  | SOLE |  | 0 | 0 | 727 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 682774 | 6399 | SH |  | SOLE |  | 0 | 0 | 6399 |
| ISHARES TR | TRS FLT RT BD | 46434V860 |  | 4085091 | 80957 | SH |  | SOLE |  | 0 | 0 | 80957 |
| ISHARES U S ETF TR | SHORT DURATION B | 46431W507 |  | 9055278 | 177207 | SH |  | SOLE |  | 0 | 0 | 177207 |
| ISHARES U S ETF TR | SHORT MATURITY M | 46431W838 |  | 3290375 | 65389 | SH |  | SOLE |  | 0 | 0 | 65389 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 556903 | 2691 | SH |  | SOLE |  | 0 | 0 | 2691 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 663774 | 2060 | SH |  | SOLE |  | 0 | 0 | 2060 |
| KINSALE CAP GROUP INC | COM | 49714P108 |  | 16776540 | 42894 | SH |  | SOLE |  | 0 | 0 | 42894 |
| MASCO CORP | COM | 574599106 |  | 291916 | 4600 | SH |  | SOLE |  | 0 | 0 | 4600 |
| MCDONALDS CORP | COM | 580135101 |  | 203550 | 666 | SH |  | SOLE |  | 0 | 0 | 666 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 11263742 | 5592 | SH |  | SOLE |  | 0 | 0 | 5592 |
| MICROSOFT CORP | COM | 594918104 |  | 18766806 | 38805 | SH |  | SOLE |  | 0 | 0 | 38805 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 376828 | 4694 | SH |  | SOLE |  | 0 | 0 | 4694 |
| NIKE INC | CL B | 654106103 |  | 5095390 | 79978 | SH |  | SOLE |  | 0 | 0 | 79978 |
| NUCOR CORP | COM | 670346105 |  | 269132 | 1650 | SH |  | SOLE |  | 0 | 0 | 1650 |
| OKTA INC | CL A | 679295105 |  | 7973572 | 92212 | SH |  | SOLE |  | 0 | 0 | 92212 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 15956093 | 159705 | SH |  | SOLE |  | 0 | 0 | 159705 |
| SERVICE CORP INTL | COM | 817565104 |  | 233910 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| SERVICETITAN INC | SHS CL A | 81764X103 |  | 14101665 | 132410 | SH |  | SOLE |  | 0 | 0 | 132410 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 |  | 208249 | 1125 | SH |  | SOLE |  | 0 | 0 | 1125 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 585088 | 858 | SH |  | SOLE |  | 0 | 0 | 858 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R200 |  | 3613633 | 117593 | SH |  | SOLE |  | 0 | 0 | 117593 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 1042540 | 12996 | SH |  | SOLE |  | 0 | 0 | 12996 |
| SYNOPSYS INC | COM | 871607107 |  | 7259523 | 15455 | SH |  | SOLE |  | 0 | 0 | 15455 |
| TEXAS INSTRS INC | COM | 882508104 |  | 13461610 | 77593 | SH |  | SOLE |  | 0 | 0 | 77593 |
| THE TRADE DESK INC | COM CL A | 88339J105 |  | 11526175 | 303640 | SH |  | SOLE |  | 0 | 0 | 303640 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 |  | 645646 | 12630 | SH |  | SOLE |  | 0 | 0 | 12630 |
| VANECK ETF TRUST | SHRT HGH YLD MUN | 92189F387 |  | 952300 | 41567 | SH |  | SOLE |  | 0 | 0 | 41567 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 359553 | 737 | SH |  | SOLE |  | 0 | 0 | 737 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 214673 | 1124 | SH |  | SOLE |  | 0 | 0 | 1124 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 10190012 | 202625 | SH |  | SOLE |  | 0 | 0 | 202625 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 2176869 | 27303 | SH |  | SOLE |  | 0 | 0 | 27303 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 |  | 2109408 | 20767 | SH |  | SOLE |  | 0 | 0 | 20767 |
| VISA INC | COM CL A | 92826C839 |  | 12782006 | 36446 | SH |  | SOLE |  | 0 | 0 | 36446 |

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