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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 14 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CLX CLOROX CO DEL Consumer Defensive 11,524.0 $1.2M 0.07% NEW $100.83 -6.4%
262 VNQ VANGUARD INDEX FDS 13,046.0 $1.2M 0.07% NEW $88.49 +8.5%
263 IP INTERNATIONAL PAPER CO Consumer Cyclical 29,037.0 $1.1M 0.07% NEW $39.39 -22.3%
264 DHI D R HORTON INC Consumer Cyclical 7,915.0 $1.1M 0.07% NEW $144.04 -2.8%
265 APTIV PLC 14,811.0 $1.1M 0.07% NEW $76.09
266 NOC NORTHROP GRUMMAN CORP Industrials 1,973.0 $1.1M 0.07% NEW $570.13 -3.5%
267 XLC SELECT SECTOR SPDR TR 9,494.0 $1.1M 0.07% NEW $117.72 -1.7%
268 NVS NOVARTIS AG Healthcare 7,859.0 $1.1M 0.06% NEW $137.87 +9.3%
269 CTVA CORTEVA INC Basic Materials 15,987.0 $1.1M 0.06% NEW $67.03 +17.4%
270 HYG ISHARES TR 13,158.0 $1.1M 0.06% NEW $80.63 -1.1%
271 INCY INCYTE CORP Healthcare 10,613.0 $1.0M 0.06% NEW $98.77 -1.9%
272 TIP ISHARES TR 9,526.0 $1.0M 0.06% NEW $109.91 +0.4%
273 FDX FEDEX CORP Industrials 3,607.0 $1.0M 0.06% NEW $288.87 +33.9%
274 KJUL INNOVATOR ETFS TRUST 32,545.0 $1.0M 0.06% NEW $31.70 +5.8%
275 AVES AMERICAN CENTY ETF TR 17,599.0 $1.0M 0.06% NEW $58.31 +11.0%
276 EFG ISHARES TR 8,919.0 $1.0M 0.06% NEW $113.92 +5.4%
277 IBDS ISHARES TR 41,661.0 $1.0M 0.06% NEW $24.28 -0.3%
278 GIS GENERAL MLS INC Consumer Defensive 21,742.0 $1.0M 0.06% NEW $46.50 -27.5%
279 POR PORTLAND GEN ELEC CO Utilities 20,759.0 $996K 0.06% NEW $47.99 +3.3%
280 IHDG WISDOMTREE TR 20,260.0 $986K 0.06% NEW $48.66 +3.5%
Page 14 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%