Investing in the Future: Jacobson & Schmitt Advisors' Q3 and Q4 2022 Comparison

As the world continues to adapt to a post-pandemic reality, investors are looking for new opportunities to diversify their portfolios and capitalize on emerging trends. One fund that has caught the attention of many investors is Jacobson & Schmitt Advisors, LLC. In this blog post, we will take a closer look at the changes in holdings of this fund from Q3 2022 to Q4 2022 and explore what investors can learn from these shifts.

Before we delve into the specifics, let's briefly discuss Jacobson & Schmitt Advisors, LLC. This is a well-known asset management firm that has been in business for over two decades. The company's investment philosophy is based on a long-term value approach, which means they invest in companies that they believe have strong fundamentals and good long-term prospects. The firm's expertise lies in identifying small-cap stocks that are not yet on the radar of many investors but have the potential for significant growth.

Now, let's look at the changes in holdings of Jacobson & Schmitt Advisors, LLC from Q3 2022 to Q4 2022. According to the latest 13F filings, there were no significant changes in the fund's top holdings. The ISHARES TR (IUSB) remained the top holding, with 514,500 shares in both quarters. Amazon.com Inc (AMZN) and ISHARES TR (MBB) also retained their positions as the second and third-largest holdings, respectively.

One company that saw an increase in the fund's holdings was The Trade Desk Inc (TTD). The number of shares held by Jacobson & Schmitt Advisors, LLC increased from 219,594 in Q3 2022 to the same number in Q4 2022. This could be an indication that the fund managers believe that The Trade Desk has strong long-term growth prospects.

On the other hand, the fund's holdings of Henry Jack & Assoc Inc (JKHY) decreased from 42,041 shares in Q3 to the same number in Q4. This could be a sign that the fund managers are less optimistic about this company's future prospects.

Overall, the changes in Jacobson & Schmitt Advisors, LLC holdings were relatively minor. However, they nonetheless provide investors with valuable insights into the firm's investment strategy and market sentiment more broadly.

So, what can investors learn from these shifts? Firstly, it is worth noting that the fund appears to be maintaining a long-term focus on high-quality stocks. The fact that there were no significant changes in the top holdings indicates that the fund managers are not making radical changes to the portfolio based on short-term market conditions.

Moreover, the inclusion of The Trade Desk Inc in the fund's top holdings could be interpreted as a sign that the fund managers see strong growth potential in the advertising technology space. This is a sector that has become increasingly important in recent years, as more and more businesses shift their attention to digital advertising.

In conclusion, the changes in holdings of Jacobson & Schmitt Advisors, LLC from Q3 2022 to Q4 2022 provide investors with valuable insights into the firm's investment strategy and broader market trends. Although there were no significant changes in the top holdings, the inclusion of The Trade Desk Inc suggests that the fund managers are keeping their eyes on emerging growth sectors. As always, investors should conduct their research before making any investment decisions and consult with a financial advisor.