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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 8 of 17  ·  329 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BX BLACKSTONE INC Financial Services 13,109.0 $1.5M 0.08% +1K +9.6% $114.99 +1.5%
142 CGGO CAPITAL GROUP GBL GROWTH EQT 44,988.0 $1.5M 0.08% +8K +21.1% $33.37 +16.9%
143 MDT MEDTRONIC PLC Healthcare 17,194.0 $1.5M 0.08% +87.0 +0.5% $86.65 -10.4%
144 AMT AMERICAN TOWER CORP Real Estate 8,601.0 $1.5M 0.08% +794.0 +10.2% $172.58 +5.4%
145 PFF ISHARES TR 48,430.0 $1.5M 0.08% +1K +2.1% $30.32 +2.7%
146 NFLX NETFLIX INC. Communication Services 15,112.0 $1.5M 0.08% +5K +54.3% $96.15 -8.4%
147 TT TRANE TECHNOLOGIES PLC Industrials 3,448.0 $1.4M 0.08% +22.0 +0.6% $416.80 +9.3%
148 GEV GE VERNOVA INC Utilities 1,644.0 $1.4M 0.08% +441.0 +36.7% $873.12 +18.6%
149 BDX BECTON DICKINSON & CO Healthcare 8,974.0 $1.4M 0.08% +263.0 +3.0% $157.22 -5.7%
150 SPIB SPDR SERIES TRUST 40,579.0 $1.4M 0.08% +6K +18.0% $33.54 -0.7%
151 MGK VANGUARD WORLD FD 3,701.0 $1.4M 0.08% +154.0 +4.3% $367.41 -76.0%
152 DELL DELL TECHNOLOGIES INC Technology 8,211.0 $1.3M 0.07% +4K +111.3% $164.14 +49.1%
153 PLTR PALANTIR TECHNOLOGIES INC Technology 9,121.0 $1.3M 0.07% +793.0 +9.5% $146.28 -7.0%
154 Q QNITY ELECTRONICS INC Technology 11,483.0 $1.3M 0.07% +76.0 +0.7% $115.38 +32.2%
155 MET METLIFE INC Financial Services 18,722.0 $1.3M 0.07% +360.0 +2.0% $70.72 +16.9%
156 CLX CLOROX CO DEL Consumer Defensive 12,737.0 $1.3M 0.07% +1K +10.5% $103.63 -9.0%
157 XLK SELECT SECTOR SPDR TR 9,759.0 $1.3M 0.07% +558.0 +6.1% $132.90 +32.6%
158 AVES AMERICAN CENTY ETF TR 21,279.0 $1.3M 0.07% +4K +20.9% $59.98 +7.9%
159 VUG VANGUARD INDEX FDS 2,909.0 $1.3M 0.07% +140.0 +5.1% $436.79 -80.1%
160 REGN REGENERON PHARMACEUTICALS Healthcare 1,634.0 $1.3M 0.07% +23.0 +1.4% $772.56 -16.8%
Page 8 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%