# EDGAR Filing Document

**Accession Number:** 0001632096
**File Stem:** 0001951757-25-001367
**Filing Date:** 2025-11
**Character Count:** 11986
**Document Hash:** 9b3ea454d2faf8b72b974212225f959c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001367.hdr.sgml**: 20251110

**ACCESSION NUMBER**: 0001951757-25-001367

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251110

**DATE AS OF CHANGE**: 20251110

**EFFECTIVENESS DATE**: 20251110

**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:** 251467436

**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:** 09-30-2025

**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  11-10-2025<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:** 86

**Form 13F Information Table Value Total:** $582790697

      (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 |  | 378648 | 2827 | SH |  | SOLE |  | 0 | 0 | 2827 |
| ABBVIE INC | COM | 00287Y109 |  | 565189 | 2441 | SH |  | SOLE |  | 0 | 0 | 2441 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 372602 | 2303 | SH |  | SOLE |  | 0 | 0 | 2303 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 208904 | 766 | SH |  | SOLE |  | 0 | 0 | 766 |
| ALLIANT ENERGY CORP | COM | 018802108 |  | 598129 | 8873 | SH |  | SOLE |  | 0 | 0 | 8873 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 255728 | 1050 | SH |  | SOLE |  | 0 | 0 | 1050 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4957316 | 20392 | SH |  | SOLE |  | 0 | 0 | 20392 |
| AMAZON COM INC | COM | 023135106 |  | 27978687 | 127425 | SH |  | SOLE |  | 0 | 0 | 127425 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 30727125 | 248300 | SH |  | SOLE |  | 0 | 0 | 248300 |
| APPLE INC | COM | 037833100 |  | 4244632 | 16670 | SH |  | SOLE |  | 0 | 0 | 16670 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 21011547 | 29242 | SH |  | SOLE |  | 0 | 0 | 29242 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 413252 | 822 | SH |  | SOLE |  | 0 | 0 | 822 |
| BLACKSTONE INC | COM | 09260D107 |  | 13319295 | 77959 | SH |  | SOLE |  | 0 | 0 | 77959 |
| BRINKER INTL INC | COM | 109641100 |  | 468083 | 3695 | SH |  | SOLE |  | 0 | 0 | 3695 |
| CSW INDUSTRIALS INC | COM | 126402106 |  | 13038588 | 53712 | SH |  | SOLE |  | 0 | 0 | 53712 |
| CINTAS CORP | COM | 172908105 |  | 532034 | 2592 | SH |  | SOLE |  | 0 | 0 | 2592 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 14345428 | 15498 | SH |  | SOLE |  | 0 | 0 | 15498 |
| DBX ETF TR | XTRACK MUN INFRA | 233051705 |  | 1287651 | 52195 | SH |  | SOLE |  | 0 | 0 | 52195 |
| DANAHER CORPORATION | COM | 235851102 |  | 19100963 | 96343 | SH |  | SOLE |  | 0 | 0 | 96343 |
| E L F BEAUTY INC | COM | 26856L103 |  | 18602842 | 140420 | SH |  | SOLE |  | 0 | 0 | 140420 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 272404 | 2416 | SH |  | SOLE |  | 0 | 0 | 2416 |
| FASTENAL CO | COM | 311900104 |  | 13497721 | 275239 | SH |  | SOLE |  | 0 | 0 | 275239 |
| FEDEX CORP | COM | 31428X106 |  | 13468996 | 57118 | SH |  | SOLE |  | 0 | 0 | 57118 |
| FIRSTSERVICE CORP NEW | COM | 33767E202 |  | 18127981 | 95165 | SH |  | SOLE |  | 0 | 0 | 95165 |
| FLOWSERVE CORP | COM | 34354P105 |  | 11871370 | 223398 | SH |  | SOLE |  | 0 | 0 | 223398 |
| GOOSEHEAD INS INC | COM CL A | 38267D109 |  | 10162274 | 136553 | SH |  | SOLE |  | 0 | 0 | 136553 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 |  | 13087960 | 383137 | SH |  | SOLE |  | 0 | 0 | 383137 |
| HENRY JACK  ASSOC INC | COM | 426281101 |  | 13994356 | 93966 | SH |  | SOLE |  | 0 | 0 | 93966 |
| HOME DEPOT INC | COM | 437076102 |  | 363050 | 896 | SH |  | SOLE |  | 0 | 0 | 896 |
| IDEXX LABS INC | COM | 45168D104 |  | 12844883 | 20105 | SH |  | SOLE |  | 0 | 0 | 20105 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 417216 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| INSTALLED BLDG PRODS INC | COM | 45780R101 |  | 16799026 | 68106 | SH |  | SOLE |  | 0 | 0 | 68106 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 360222 | 600 | SH |  | SOLE |  | 0 | 0 | 600 |
| INTUIT | COM | 461202103 |  | 1733908 | 2539 | SH |  | SOLE |  | 0 | 0 | 2539 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 334528 | 748 | SH |  | SOLE |  | 0 | 0 | 748 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 265704 | 727 | SH |  | SOLE |  | 0 | 0 | 727 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 715960 | 6705 | SH |  | SOLE |  | 0 | 0 | 6705 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1240608 | 11650 | SH |  | SOLE |  | 0 | 0 | 11650 |
| ISHARES TR | MBS ETF | 464288588 |  | 20547928 | 215953 | SH |  | SOLE |  | 0 | 0 | 215953 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 20635935 | 389137 | SH |  | SOLE |  | 0 | 0 | 389137 |
| ISHARES U S ETF TR | SHORT DURATION B | 46431W507 |  | 8666730 | 169008 | SH |  | SOLE |  | 0 | 0 | 169008 |
| ISHARES U S ETF TR | SHORT MATURITY M | 46431W838 |  | 3229003 | 63928 | SH |  | SOLE |  | 0 | 0 | 63928 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 552262 | 6688 | SH |  | SOLE |  | 0 | 0 | 6688 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 35679153 | 763844 | SH |  | SOLE |  | 0 | 0 | 763844 |
| ISHARES TR | TRS FLT RT BD | 46434V860 |  | 3844789 | 75999 | SH |  | SOLE |  | 0 | 0 | 75999 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1171192 | 3713 | SH |  | SOLE |  | 0 | 0 | 3713 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 505640 | 2727 | SH |  | SOLE |  | 0 | 0 | 2727 |
| KINSALE CAP GROUP INC | COM | 49714P108 |  | 15408446 | 36233 | SH |  | SOLE |  | 0 | 0 | 36233 |
| ELI LILLY  CO | COM | 532457108 |  | 1300915 | 1705 | SH |  | SOLE |  | 0 | 0 | 1705 |
| MANULIFE FINL CORP | COM | 56501R106 |  | 307450 | 9870 | SH |  | SOLE |  | 0 | 0 | 9870 |
| MASCO CORP | COM | 574599106 |  | 323794 | 4600 | SH |  | SOLE |  | 0 | 0 | 4600 |
| MCDONALDS CORP | COM | 580135101 |  | 378039 | 1244 | SH |  | SOLE |  | 0 | 0 | 1244 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 11537473 | 4937 | SH |  | SOLE |  | 0 | 0 | 4937 |
| MICROSOFT CORP | COM | 594918104 |  | 20835070 | 40226 | SH |  | SOLE |  | 0 | 0 | 40226 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 555833 | 7363 | SH |  | SOLE |  | 0 | 0 | 7363 |
| NIKE INC | CL B | 654106103 |  | 5824826 | 83534 | SH |  | SOLE |  | 0 | 0 | 83534 |
| NUCOR CORP | COM | 670346105 |  | 272756 | 2014 | SH |  | SOLE |  | 0 | 0 | 2014 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 320867 | 1720 | SH |  | SOLE |  | 0 | 0 | 1720 |
| OKTA INC | CL A | 679295105 |  | 7904173 | 86196 | SH |  | SOLE |  | 0 | 0 | 86196 |
| ORACLE CORP | COM | 68389X105 |  | 209805 | 746 | SH |  | SOLE |  | 0 | 0 | 746 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 588959 | 884 | SH |  | SOLE |  | 0 | 0 | 884 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 966011 | 12331 | SH |  | SOLE |  | 0 | 0 | 12331 |
| SPDR SERIES TRUST | BLOOMBERG INVT | 78468R200 |  | 3444069 | 111603 | SH |  | SOLE |  | 0 | 0 | 111603 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 15147769 | 158665 | SH |  | SOLE |  | 0 | 0 | 158665 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 2425849 | 96532 | SH |  | SOLE |  | 0 | 0 | 96532 |
| SERVICE CORP INTL | COM | 817565104 |  | 264456 | 3178 | SH |  | SOLE |  | 0 | 0 | 3178 |
| SERVICETITAN INC | SHS CL A | 81764X103 |  | 12144369 | 120444 | SH |  | SOLE |  | 0 | 0 | 120444 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 |  | 211129 | 1125 | SH |  | SOLE |  | 0 | 0 | 1125 |
| STARBUCKS CORP | COM | 855244109 |  | 246609 | 2915 | SH |  | SOLE |  | 0 | 0 | 2915 |
| SYNOPSYS INC | COM | 871607107 |  | 7358912 | 14915 | SH |  | SOLE |  | 0 | 0 | 14915 |
| TEXAS INSTRS INC | COM | 882508104 |  | 12897296 | 70197 | SH |  | SOLE |  | 0 | 0 | 70197 |
| THE TRADE DESK INC | COM CL A | 88339J105 |  | 14192022 | 289574 | SH |  | SOLE |  | 0 | 0 | 289574 |
| VANECK ETF TRUST | SHRT HGH YLD MUN | 92189F387 |  | 1018890 | 44493 | SH |  | SOLE |  | 0 | 0 | 44493 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 |  | 471283 | 9259 | SH |  | SOLE |  | 0 | 0 | 9259 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 |  | 2055623 | 20168 | SH |  | SOLE |  | 0 | 0 | 20168 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 2132293 | 26677 | SH |  | SOLE |  | 0 | 0 | 26677 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 9747377 | 194675 | SH |  | SOLE |  | 0 | 0 | 194675 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 353653 | 578 | SH |  | SOLE |  | 0 | 0 | 578 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 353473 | 737 | SH |  | SOLE |  | 0 | 0 | 737 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 209615 | 1124 | SH |  | SOLE |  | 0 | 0 | 1124 |
| VERONA PHARMA PLC | SPONSORED ADS | 925050106 |  | 2280820 | 21374 | SH |  | SOLE |  | 0 | 0 | 21374 |
| VISA INC | COM CL A | 92826C839 |  | 11770538 | 34479 | SH |  | SOLE |  | 0 | 0 | 34479 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 315352 | 2752 | SH |  | SOLE |  | 0 | 0 | 2752 |
| WALMART INC | COM | 931142103 |  | 221064 | 2145 | SH |  | SOLE |  | 0 | 0 | 2145 |
| EATON CORP PLC | SHS | G29183103 |  | 678141 | 1812 | SH |  | SOLE |  | 0 | 0 | 1812 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 19318236 | 19955 | SH |  | SOLE |  | 0 | 0 | 19955 |

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