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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 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BALT INNOVATOR ETFS TRUST 62,155.0 $2.1M 0.12% NEW $33.47 +1.8%
2 DFUS DIMENSIONAL ETF TRUST 20,980.0 $1.5M 0.08% NEW $70.91 +13.1%
3 DFAX DIMENSIONAL ETF TRUST 28,025.0 $952K 0.05% NEW $33.97 +8.2%
4 CGSD CAPITAL GRP FIXED INCM ETF T 23,366.0 $603K 0.03% NEW $25.79 -0.1%
5 AZN ASTRAZENECA PLC Healthcare 2,954.0 $583K 0.03% NEW $197.22 -6.7%
6 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 57,390.0 $533K 0.03% NEW $9.28 -6.6%
7 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 5,367.0 $432K 0.02% NEW $80.56 -6.8%
8 IGV ISHARES TR 4,745.0 $380K 0.02% NEW $80.05 +16.0%
9 BSCQ INVESCO EXCH TRD SLF IDX FD 17,637.0 $344K 0.02% NEW $19.53 -0.1%
10 GLPI GAMING & LEISURE P Real Estate 7,738.0 $343K 0.02% NEW $44.37 +4.5%
11 BSMZ INVESCO EXCH TRD SLF IDX FD 11,700.0 $294K 0.02% NEW $25.13 +0.0%
12 FITB FIFTH THIRD BANCORP Financial Services 6,233.0 $290K 0.02% NEW $46.46 +1.9%
13 GSEW GOLDMAN SACHS ETF TR 3,282.0 $278K 0.02% NEW $84.66 +6.5%
14 TRGP TARGA RES CORP Energy 1,033.0 $259K 0.01% NEW $250.72 +8.5%
15 EIX EDISON INTL Utilities 3,528.0 $258K 0.01% NEW $73.19 -5.5%
16 SCHW SCHWAB CHARLES CORP Financial Services 2,570.0 $241K 0.01% NEW $93.96 -3.3%
17 IRM IRON MTN INC DEL Real Estate 2,363.0 $241K 0.01% NEW $102.13 +22.5%
18 VDE VANGUARD WORLD FD 1,370.0 $237K 0.01% NEW $173.06 -0.9%
19 USO UNITED STS OIL FD LP Financial Services 1,848.0 $235K 0.01% NEW $127.25 +16.5%
20 SLV ISHARES SILVER TR Financial Services 3,364.0 $229K 0.01% NEW $68.14 +2.6%
Page 1 of 2  ·  37 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%