SEC 13F Intelligence

Jacobson & Schmitt Advisors, LLC / CDW

Jacobson & Schmitt Advisors, LLC’s Cdw Corp Position

Does Jacobson & Schmitt Advisors, LLC own Cdw Corp (CDW)? Not currently — the last reported position was 69.4K shares worth $12M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q4 2024
Shares
69.4K
% of Portfolio
+2.34%
Quarters Held
22
position exited

Position History CDW

Reported value by quarter
Q3 ’19: $5MQ3 ’19Q4 ’19: $6MQ1 ’20: $7MQ2 ’20: $11MQ2 ’20Q3 ’20: $12MQ4 ’20: $13MQ1 ’21: $17MQ1 ’21Q2 ’21: $18MQ3 ’21: $19MQ4 ’21: $22MQ4 ’21Q1 ’22: $19MQ2 ’22: $17MQ3 ’22: $14MQ3 ’22Q4 ’22: $14MQ1 ’23: $14MQ2 ’23: $14MQ2 ’23Q3 ’23: $15MQ4 ’23: $16MQ1 ’24: $16MQ1 ’24Q2 ’24: $15MQ3 ’24: $15MQ4 ’24: $12MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202469.4K$12M+2.34%
Q3 202467.6K$15M+3.14%
Q2 202465.3K$15M+3.32%
Q1 202461.8K$16M+3.74%
Q4 202368.7K$16M+3.95%
Q3 202375.3K$15M+4.32%
Q2 202374.0K$14M+3.85%
Q1 202372.0K$14M+4.03%
Q4 202291.8K$14M+4.58%
Q3 202291.8K$14M+4.58%
Q2 2022106.0K$17M+5.20%
Q1 2022105.8K$19M+4.92%
Q4 2021105.6K$22M+5.24%
Q3 2021103.7K$19M+5.20%
Q2 2021103.5K$18M+5.12%
Q1 2021101.9K$17M+5.47%
Q4 202098.9K$13M+4.43%
Q3 202097.7K$12M+4.44%
Q2 202098.9K$11M+4.94%
Q1 202078.4K$7M+4.14%
Q4 201942.7K$6M+3.03%
Q3 201941.2K$5M+2.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jacobson & Schmitt Advisors, LLC’s full portfolio or all institutional holders of CDW.