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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 13 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 XLU SELECT SECTOR SPDR TR 31,306.0 $1.3M 0.08% NEW $42.69 +4.7%
242 ATO ATMOS ENERGY CORP Utilities 7,963.0 $1.3M 0.08% NEW $167.64 +6.5%
243 TT TRANE TECHNOLOGIES PLC Industrials 3,426.0 $1.3M 0.08% NEW $389.24 +15.1%
244 NJR NEW JERSEY RES CORP Utilities 28,838.0 $1.3M 0.08% NEW $46.12 +26.5%
245 XLK SELECT SECTOR SPDR TR 9,201.0 $1.3M 0.08% NEW $143.96 +21.4%
246 USMV ISHARES TR 14,037.0 $1.3M 0.08% NEW $94.16 +1.4%
247 SYK STRYKER CORPORATION Healthcare 3,671.0 $1.3M 0.07% NEW $351.49 -10.5%
248 CGGO CAPITAL GROUP GBL GROWTH EQT 37,144.0 $1.3M 0.07% NEW $34.65 +11.2%
249 CMCSA COMCAST CORP NEW Communication Services 42,031.0 $1.3M 0.07% NEW $29.89 -17.0%
250 REGN REGENERON PHARMACEUTICALS Healthcare 1,611.0 $1.2M 0.07% NEW $771.63 -17.8%
251 FNF FIDELITY NATIONAL FINANCIAL Financial Services 22,393.0 $1.2M 0.07% NEW $54.59 -10.9%
252 PAPR INNOVATOR ETFS TRUST 31,246.0 $1.2M 0.07% NEW $39.12 +7.0%
253 IWD ISHARES TR 5,723.0 $1.2M 0.07% NEW $210.36 +10.3%
254 CBRE CBRE GROUP INC Real Estate 7,417.0 $1.2M 0.07% NEW $160.79 -21.1%
255 LST MANAGED PORTFOLIO SERIES 29,593.0 $1.2M 0.07% NEW $40.15 +11.3%
256 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,823.0 $1.2M 0.07% NEW $310.25 +15.6%
257 USB US BANCORP DEL Financial Services 22,211.0 $1.2M 0.07% NEW $53.36 -0.5%
258 CGUS CAPITAL GROUP CORE EQUITY ET 29,343.0 $1.2M 0.07% NEW $40.23 +7.1%
259 CIBR FIRST TR EXCHANGE TRADED FD 16,387.0 $1.2M 0.07% NEW $71.45 +12.1%
260 SPIB SPDR SERIES TRUST 34,400.0 $1.2M 0.07% NEW $33.81 -1.8%
Page 13 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%