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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 9 of 17  ·  329 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WAB WABTEC Industrials 5,050.0 $1.3M 0.07% +602.0 +13.5% $249.92 +3.7%
162 CGUS CAPITAL GROUP CORE EQUITY ET 32,806.0 $1.3M 0.07% +3K +11.8% $38.42 +13.5%
163 NVS NOVARTIS AG Healthcare 8,167.0 $1.2M 0.07% +308.0 +3.9% $152.76 -0.7%
164 SYK STRYKER CORPORATION Healthcare 3,785.0 $1.2M 0.07% +114.0 +3.1% $328.62 -2.2%
165 PRU PRUDENTIAL FINL INC Financial Services 12,710.0 $1.2M 0.07% +479.0 +3.9% $97.69 +5.7%
166 PGR PROGRESSIVE CORP Financial Services 6,205.0 $1.2M 0.07% +231.0 +3.9% $198.23 +2.2%
167 AVMC AMERICAN CENTY ETF TR 16,405.0 $1.2M 0.07% +4K +29.7% $72.24 +7.1%
168 IBDT ISHARES TR 45,560.0 $1.2M 0.06% +8K +22.8% $25.33 -0.4%
169 CIBR FIRST TR EXCHANGE-TRADED FD 18,388.0 $1.2M 0.06% +2K +12.2% $62.68 +31.1%
170 DHI D R HORTON INC Consumer Cyclical 8,368.0 $1.1M 0.06% +453.0 +5.7% $137.23 +5.0%
171 DLR DIGITAL RLTY TR INC Real Estate 6,302.0 $1.1M 0.06% +55.0 +0.9% $180.20 +7.8%
172 IBDS ISHARES TR 46,641.0 $1.1M 0.06% +5K +11.9% $24.24 -0.1%
173 OKE ONEOK INC NEW Energy 12,436.0 $1.1M 0.06% +565.0 +4.8% $90.39 +2.5%
174 IBDU ISHARES TR 47,754.0 $1.1M 0.06% +9K +21.7% $23.26 -0.5%
175 XLC SELECT SECTOR SPDR TR 9,901.0 $1.1M 0.06% +407.0 +4.3% $110.86 +4.7%
176 FNF FIDELITY NATL FINL INC Financial Services 23,626.0 $1.1M 0.06% +1K +5.5% $46.38 +6.4%
177 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,155.0 $1.1M 0.06% +61.0 +2.0% $345.12 -11.2%
178 APTIV PLC 15,437.0 $1.1M 0.06% +626.0 +4.2% $69.44
179 TIP ISHARES TR 9,643.0 $1.1M 0.06% +117.0 +1.2% $110.36 +0.0%
180 IP INTERNATIONAL PAPER CO Consumer Cyclical 29,703.0 $1.1M 0.06% +666.0 +2.3% $35.70 -11.8%
Page 9 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%