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Portfolio (Quarterly) Guide ↗

Jacobi Capital Management LLC

· CIK 0001689646
13F Portfolio $1.7B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 610 New
Page 11 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SBUX STARBUCKS CORP Consumer Cyclical 19,582.0 $1.6M 0.10% NEW $84.21 +25.6%
202 MDT MEDTRONIC PLC Healthcare 17,107.0 $1.6M 0.10% NEW $96.06 -19.2%
203 IEMG ISHARES INC 24,440.0 $1.6M 0.10% NEW $67.22 +17.3%
204 HPQ HP INC Technology 73,475.0 $1.6M 0.10% NEW $22.28 -6.0%
205 SPTL SPDR SERIES TRUST 61,368.0 $1.6M 0.09% NEW $26.47 -4.4%
206 PPA INVESCO EXCHANGE TRADED FD T 10,368.0 $1.6M 0.09% NEW $156.63 +5.9%
207 LIN LINDE PLC Basic Materials 3,804.0 $1.6M 0.09% NEW $426.46 +18.5%
208 XLY SELECT SECTOR SPDR TR 13,277.0 $1.6M 0.09% NEW $119.41 -3.7%
209 AVUV AMERICAN CENTY ETF TR 15,468.0 $1.6M 0.09% NEW $101.98 +15.4%
210 IAU ISHARES GOLD TR Financial Services 19,331.0 $1.6M 0.09% NEW $81.17 +4.1%
211 GPC GENUINE PARTS CO Consumer Cyclical 12,757.0 $1.6M 0.09% NEW $122.95 -25.7%
212 KMB KIMBERLY-CLARK CORP Consumer Defensive 15,533.0 $1.6M 0.09% NEW $100.89 -4.4%
213 DUK DUKE ENERGY CORP NEW Utilities 13,320.0 $1.6M 0.09% NEW $117.21 +6.4%
214 MO ALTRIA GROUP INC Consumer Defensive 26,933.0 $1.6M 0.09% NEW $57.66 +28.6%
215 SPIP SPDR SERIES TRUST 59,483.0 $1.5M 0.09% NEW $25.95 -0.5%
216 STZ CONSTELLATION BRANDS INC Consumer Defensive 11,136.0 $1.5M 0.09% NEW $137.96 +5.8%
217 POCT INNOVATOR ETFS TRUST 34,959.0 $1.5M 0.09% NEW $43.92 +4.3%
218 GBIL GOLDMAN SACHS ETF TR 15,158.0 $1.5M 0.09% NEW $99.94 +0.1%
219 BLK BLACKROCK INC Financial Services 1,414.0 $1.5M 0.09% NEW $1070.01 -3.6%
220 PPG PPG INDS INC Basic Materials 14,655.0 $1.5M 0.09% NEW $102.46 -1.0%
Page 11 of 31  ·  610 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 43.9%
Technology 15.3%
Healthcare 8.2%
Industrials 8.1%
Consumer Defensive 5.8%
Communication Services 5.6%
Consumer Cyclical 4.5%
Utilities 3.5%
Energy 2.8%
Basic Materials 1.4%