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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 5 of 17  ·  329 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QCOM QUALCOMM INC Technology 22,061.0 $2.8M 0.16% +771.0 +3.6% $128.78 +57.0%
82 SO SOUTHERN CO Utilities 29,238.0 $2.8M 0.16% +358.0 +1.2% $96.52 -2.8%
83 ROP ROPER TECHNOLOGIES INC Industrials 7,857.0 $2.8M 0.15% +2K +26.3% $353.84 -9.1%
84 XLI SELECT SECTOR SPDR TR 16,908.0 $2.7M 0.15% +250.0 +1.5% $161.73 +5.7%
85 LOW LOWES COS INC Consumer Cyclical 11,421.0 $2.7M 0.15% +727.0 +6.8% $236.28 -7.0%
86 BBUS J P MORGAN EXCHANGE TRADED F 22,653.0 $2.7M 0.15% +1K +6.1% $117.18 +13.6%
87 AVIV AMERICAN CENTY ETF TR 35,069.0 $2.6M 0.15% +5K +14.9% $74.83 +5.5%
88 C CITIGROUP INC Financial Services 22,648.0 $2.6M 0.14% +958.0 +4.4% $113.41 +10.1%
89 VXF VANGUARD INDEX FDS 12,455.0 $2.6M 0.14% +113.0 +0.9% $205.80 +9.9%
90 UNP UNION PAC CORP Industrials 10,492.0 $2.5M 0.14% +288.0 +2.8% $242.62 +11.2%
91 AWK AMERICAN WTR WKS CO INC NEW Utilities 18,694.0 $2.5M 0.14% +154.0 +0.8% $136.09 -9.5%
92 TRV TRAVELERS COMPANIES INC Financial Services 8,697.0 $2.5M 0.14% +236.0 +2.8% $291.67 +5.0%
93 ABT ABBOTT LABORATORIES Healthcare 24,654.0 $2.5M 0.14% +2K +7.8% $102.67 -14.4%
94 NSC NORFOLK SOUTHN CORP Industrials 8,333.0 $2.4M 0.13% +70.0 +0.8% $286.99 +9.9%
95 SPSB SPDR SERIES TRUST 79,414.0 $2.4M 0.13% +9K +13.2% $30.07 -0.3%
96 CGMS CAPITAL GRP FIXED INCM ETF T 85,923.0 $2.3M 0.13% +925.0 +1.1% $27.23 +0.6%
97 IEI ISHARES TR 19,496.0 $2.3M 0.13% +558.0 +3.0% $118.60 -1.3%
98 MU MICRON TECHNOLOGY INC Technology 6,772.0 $2.3M 0.13% +314.0 +4.9% $337.84 +113.2%
99 SPTI SPDR SERIES TRUST 77,012.0 $2.2M 0.12% +9K +13.7% $28.66 -1.4%
100 SDVY FIRST TR EXCHANGE TRADED FD 55,481.0 $2.2M 0.12% +2K +3.6% $39.43 +4.4%
Page 5 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%