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Portfolio (Quarterly) Guide ↗

Jacobi Capital Management LLC

· CIK 0001689646
13F Portfolio $1.8B AUM 632 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 329 Added 142 Reduced 15 Exited
Page 13 of 17  ·  329 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AVIG AMERICAN CENTY ETF TR 13,211.0 $549K 0.03% +6K +85.7% $41.54 -1.6%
242 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,360.0 $547K 0.03% +393.0 +9.9% $125.45 +8.1%
243 DEO DIAGEO PLC Consumer Defensive 7,247.0 $540K 0.03% +666.0 +10.1% $74.45 +12.5%
244 CHD CHURCH & DWIGHT CO INC Consumer Defensive 5,737.0 $535K 0.03% +865.0 +17.8% $93.31 +2.6%
245 DRSK ETF SER SOLUTIONS 19,279.0 $527K 0.03% +530.0 +2.8% $27.33 +5.9%
246 WMB WILLIAMS COS INC Energy 7,231.0 $526K 0.03% +513.0 +7.6% $72.78 +6.7%
247 DFNM DIMENSIONAL ETF TRUST 10,795.0 $517K 0.03% +63.0 +0.6% $47.93 -0.2%
248 CRWD CROWDSTRIKE HLDGS INC Technology 1,313.0 $513K 0.03% +45.0 +3.5% $390.41 +58.5%
249 FISV FISERV INC Technology 9,012.0 $503K 0.03% +2K +23.4% $55.80 +1.5%
250 HBAN HUNTINGTON BANCSHARES INC Financial Services 32,131.0 $503K 0.03% +1K +4.5% $15.65 -0.5%
251 ED CONSOLIDATED EDISON INC Utilities 4,417.0 $500K 0.03% +68.0 +1.6% $113.17 -5.9%
252 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,094.0 $489K 0.03% +33.0 +3.1% $446.54 -2.2%
253 FDBC FIDELITY D & D BANCORP INC Financial Services 11,057.0 $479K 0.03% +2K +19.9% $43.28 +5.0%
254 SCHO SCHWAB STRATEGIC TR 19,381.0 $470K 0.03% +125.0 +0.7% $24.27 -0.7%
255 EOG EOG RES INC Energy 3,226.0 $466K 0.03% +122.0 +3.9% $144.55 -1.1%
256 MRSH MARSH & MCLENNAN COS INC Financial Services 2,628.0 $456K 0.03% +96.0 +3.8% $173.41 -4.3%
257 ISHARES TR 19,960.0 $448K 0.03% +254.0 +1.3% $22.43
258 CTAS CINTAS CORP Industrials 2,639.0 $446K 0.03% +17.0 +0.7% $169.15 +3.2%
259 CDW CDW CORP Technology 3,687.0 $446K 0.03% +569.0 +18.2% $121.01 -13.8%
260 FFC FLAHERTY & CRUMRIN PFD & INM Financial Services 28,215.0 $437K 0.02% +1K +4.1% $15.49 +1.2%
Page 13 of 17  ·  329 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 42.9%
Technology 14.7%
Industrials 8.5%
Healthcare 8.0%
Consumer Defensive 6.1%
Communication Services 5.4%
Consumer Cyclical 4.3%
Energy 3.9%
Utilities 3.8%
Basic Materials 1.7%