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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 12 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PSX PHILLIPS 66 Energy 11,594.0 $1.5M 0.09% NEW $129.05 +42.2%
222 PLTR PALANTIR TECHNOLOGIES INC Technology 8,328.0 $1.5M 0.09% NEW $177.75 -25.2%
223 BK BANK NEW YORK MELLON CORP Financial Services 12,729.0 $1.5M 0.09% NEW $116.09 +17.4%
224 PFF ISHARES TR 47,427.0 $1.5M 0.09% NEW $30.96 +0.1%
225 HSY HERSHEY CO Consumer Defensive 8,062.0 $1.5M 0.09% NEW $181.99 +4.1%
226 MGK VANGUARD WORLD FD 3,547.0 $1.5M 0.09% NEW $412.76 -78.8%
227 FNDX SCHWAB STRATEGIC TR 53,524.0 $1.5M 0.08% NEW $27.21 +11.7%
228 MET METLIFE INC Financial Services 18,362.0 $1.4M 0.08% NEW $78.94 +2.5%
229 HON HONEYWELL INTL INC Industrials 7,413.0 $1.4M 0.08% NEW $195.08 +10.8%
230 GE GE AEROSPACE Industrials 4,694.0 $1.4M 0.08% NEW $308.04 -6.5%
231 DIA SPDR DOW JONES INDL AVERAGE Financial Services 3,003.0 $1.4M 0.08% NEW $480.62 +2.5%
232 XLE SELECT SECTOR SPDR TR 32,112.0 $1.4M 0.08% NEW $44.71 +37.9%
233 QTEC FIRST TR EXCHANGE-TRADED FD 6,221.0 $1.4M 0.08% NEW $230.21 +26.0%
234 FXO FIRST TR EXCHANGE TRADED FD 23,172.0 $1.4M 0.08% NEW $60.35 -2.7%
235 VO VANGUARD INDEX FDS 4,803.0 $1.4M 0.08% NEW $290.22 -73.8%
236 PRU PRUDENTIAL FINL INC Financial Services 12,231.0 $1.4M 0.08% NEW $112.88 -11.0%
237 BIIB BIOGEN INC Healthcare 7,836.0 $1.4M 0.08% NEW $175.99 +8.2%
238 AMT AMERICAN TOWER CORP NEW Real Estate 7,807.0 $1.4M 0.08% NEW $175.58 +3.5%
239 PGR PROGRESSIVE CORP Financial Services 5,974.0 $1.4M 0.08% NEW $227.72 -11.5%
240 VUG VANGUARD INDEX FDS 2,769.0 $1.4M 0.08% NEW $487.82 -82.2%
Page 12 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%