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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 15 of 17  ·  329 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EMN EASTMAN CHEM CO Basic Materials 5,201.0 $397K 0.02% +219.0 +4.4% $76.33 -7.1%
282 KMI KINDER MORGAN INC DEL Energy 11,777.0 $395K 0.02% +192.0 +1.7% $33.53 +0.7%
283 IBB ISHARES TR 2,321.0 $392K 0.02% +17.0 +0.7% $168.83 -2.7%
284 IBDR ISHARES TR 16,154.0 $392K 0.02% +2K +10.4% $24.24 -0.1%
285 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,163.0 $384K 0.02% +285.0 +7.3% $92.31 -0.6%
286 ROK ROCKWELL AUTOMATION INC Industrials 1,066.0 $383K 0.02% +12.0 +1.1% $358.90 +21.6%
287 AEE AMEREN CORP Utilities 3,430.0 $377K 0.02% +112.0 +3.4% $109.91 -0.8%
288 MDXG MIMEDX GROUP INC Healthcare 92,550.0 $366K 0.02% +7K +8.4% $3.95 -9.9%
289 CI THE CIGNA GROUP Healthcare 1,342.0 $358K 0.02% +130.0 +10.7% $266.78 +9.2%
290 CPAI NORTHERN LTS FD TR III 8,499.0 $355K 0.02% +3K +44.0% $41.79 +12.3%
291 COIN COINBASE GLOBAL INC Financial Services 2,034.0 $355K 0.02% +26.0 +1.3% $174.61 +8.5%
292 SPGM SPDR INDEX SHS FDS 4,669.0 $353K 0.02% +302.0 +6.9% $75.71 +10.4%
293 KR KROGER CO Consumer Defensive 4,845.0 $351K 0.02% +81.0 +1.7% $72.36 -5.6%
294 EQT EQT CORP Energy 5,507.0 $350K 0.02% +40.0 +0.7% $63.64 -9.7%
295 SPLV INVESCO EXCH TRADED FD TR II 4,674.0 $342K 0.02% +110.0 +2.4% $73.13 +0.4%
296 SOFI SOFI TECHNOLOGIES INC Financial Services 21,065.0 $335K 0.02% +10K +99.4% $15.88 -1.1%
297 TCAF T ROWE PRICE ETF INC 9,373.0 $334K 0.02% +2K +19.4% $35.59 +11.9%
298 GPIX GOLDMAN SACHS ETF TR 6,619.0 $331K 0.02% +802.0 +13.8% $50.04 +9.3%
299 FTSL FIRST TR EXCHANGE-TRADED FD 7,333.0 $329K 0.02% +76.0 +1.1% $44.80 +0.6%
300 NI NISOURCE INC Utilities 6,860.0 $320K 0.02% +124.0 +1.8% $46.66 -0.2%
Page 15 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%