0001632096-20-000001.txt : 20200210 0001632096-20-000001.hdr.sgml : 20200210 20200210121732 ACCESSION NUMBER: 0001632096-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200210 DATE AS OF CHANGE: 20200210 EFFECTIVENESS DATE: 20200210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JACOBSON & SCHMITT ADVISORS, LLC CENTRAL INDEX KEY: 0001632096 IRS NUMBER: 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: 20590675 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 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001632096 XXXXXXXX 12-31-2019 12-31-2019 JACOBSON & SCHMITT ADVISORS, LLC
8333 GREENWAY BLVD STE 330 MIDDLETON WI 53562
13F HOLDINGS REPORT 028-16370 N
Jason N Schmitt Managing Partner 6086627500 Jason N Schmitt Middleton WI 02-10-2020 0 41 201109 false
INFORMATION TABLE 2 13fJacobsonSchmitt12312019.xml 13F_JACOBSONSCHMITT_ADVISORS_12.31.2019 NIKE INC CL B 654106103 11468 113202 SH SOLE 0 0 113138 FIRSTSERVICE CORP NEW COM 33767E202 10053 108046 SH SOLE 0 0 108046 THE TRADE DESK INC COM CL A 88339J105 9498 36562 SH SOLE 0 0 36562 INTERXION HOLDING N.V SHS N47279109 9415 112338 SH SOLE 0 0 112266 DANAHER CORPORATION COM 235851102 9130 59486 SH SOLE 0 0 59486 ECOLAB INC COM 278865100 8185 42409 SH SOLE 0 0 42383 AMAZON COM INC COM 023135106 7951 4303 SH SOLE 0 0 4303 AMPHENOL CORP NEW CL A 032095101 7938 73347 SH SOLE 0 0 73292 HDFC BANK LTD SPONSORED ADS 40415F101 7512 118540 SH SOLE 0 0 118540 COSTCO WHSL CORP NEW COM 22160K105 7373 25085 SH SOLE 0 0 25085 VISA INC COM CL A 92826C839 7372 39236 SH SOLE 0 0 39207 ANSYS INC COM 03662Q105 7179 27890 SH SOLE 0 0 27890 CHURCH & DWIGHT INC COM 171340102 6986 99311 SH SOLE 0 0 99243 ISHARES TR CORE TOTAL USD 46434V613 6906 132527 SH SOLE 0 0 132315 BLACKSTONE GROUP INC COM CL A 09260D107 6779 121177 SH SOLE 0 0 121177 PROSPERITY BANCSHARES INC COM 743606105 6391 88897 SH SOLE 0 0 88897 MARKEL CORP COM 570535104 6303 5514 SH SOLE 0 0 5514 CDW CORP COM 12514G108 6096 42675 SH SOLE 0 0 42675 ASML HOLDING N V N Y REGISTRY SHS N07059210 6068 20505 SH SOLE 0 0 20505 PEMBINA PIPELINE CORP COM 706327103 5863 158214 SH SOLE 0 0 158214 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 5693 62335 SH SOLE 0 0 62335 BOOKING HLDGS INC COM 09857L108 5157 2511 SH SOLE 0 0 2511 ROPER TECHNOLOGIES INC COM 776696106 5060 14285 SH SOLE 0 0 14285 ISHARES TR NATIONAL MUN ETF 464288414 4293 37686 SH SOLE 0 0 37686 INTUIT COM 461202103 4233 16162 SH SOLE 0 0 16162 HENRY JACK & ASSOC INC COM 426281101 3827 26274 SH SOLE 0 0 26274 ENTERPRISE PRODS PARTNERS L COM 293792107 3569 126724 SH SOLE 0 0 126724 ISHARES TR INTRM TR CRP ETF 464288638 2638 45499 SH SOLE 0 0 45404 OKTA INC CL A 679295105 2264 19620 SH SOLE 0 0 19620 ISHARES TR MBS ETF 464288588 2055 19019 SH SOLE 0 0 18974 ISHARES TR SH TR CRPORT ETF 464288646 1546 28832 SH SOLE 0 0 28759 ISHARES TR ULTR SH TRM BD 46434V878 1486 29532 SH SOLE 0 0 29457 ISHARES TR CORE US AGGBD ET 464287226 1075 9568 SH SOLE 0 0 9568 ISHARES TR 0-5YR INVT GR CP 46434V100 841 16484 SH SOLE 0 0 16484 ACTIVISION BLIZZARD INC COM 00507V109 695 11690 SH SOLE 0 0 11690 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 663 12387 SH SOLE 0 0 12387 APPLE INC COM 037833100 394 1342 SH SOLE 0 0 1342 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 359 4457 SH SOLE 0 0 4457 ISHARES TR CORE S&P500 ETF 464287200 331 1023 SH SOLE 0 0 1023 ISHARES TR CORE MSCI TOTAL 46432F834 260 4201 SH SOLE 0 0 4201 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 204 900 SH SOLE 0 0 900