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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 3 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BND VANGUARD BD INDEX FDS 96,854.0 $7.2M 0.42% NEW $74.07 -2.2%
42 SPAB SPDR SERIES TRUST 278,306.0 $7.2M 0.41% NEW $25.75 -2.2%
43 BBIN J P MORGAN EXCHANGE TRADED F 97,207.0 $7.0M 0.41% NEW $72.32 +6.0%
44 SCHM SCHWAB STRATEGIC TR 232,998.0 $7.0M 0.41% NEW $30.07 +11.6%
45 CAT CATERPILLAR INC Industrials 11,826.0 $6.8M 0.39% NEW $572.84 +50.2%
46 PNC PNC FINL SVCS GROUP INC Financial Services 31,732.0 $6.6M 0.38% NEW $208.73 +2.4%
47 AMAT APPLIED MATLS INC Technology 24,656.0 $6.3M 0.37% NEW $256.99 +58.3%
48 XOM EXXON MOBIL CORP Energy 52,221.0 $6.3M 0.36% NEW $120.34 +33.4%
49 NOBL PROSHARES TR 56,850.0 $5.9M 0.34% NEW $104.07 +2.3%
50 DFAE DIMENSIONAL ETF TRUST 178,645.0 $5.8M 0.34% NEW $32.57 +16.8%
51 AFL AFLAC INC Financial Services 52,579.0 $5.8M 0.34% NEW $110.27 +7.4%
52 CVX CHEVRON CORP NEW Energy 37,895.0 $5.8M 0.34% NEW $152.41 +28.7%
53 VZ VERIZON COMMUNICATIONS INC Communication Services 140,426.0 $5.7M 0.33% NEW $40.73 +14.8%
54 PG PROCTER AND GAMBLE CO Consumer Defensive 39,616.0 $5.7M 0.33% NEW $143.31 -0.6%
55 V VISA INC Financial Services 16,176.0 $5.7M 0.33% NEW $350.73 -5.2%
56 CMI CUMMINS INC Industrials 11,042.0 $5.6M 0.33% NEW $510.43 +29.2%
57 BUFD FIRST TR EXCHNG TRADED FD VI 197,746.0 $5.6M 0.32% NEW $28.24 +4.0%
58 IJH ISHARES TR 83,357.0 $5.5M 0.32% NEW $66.00 +8.3%
59 RTX RTX CORPORATION Industrials 28,337.0 $5.2M 0.30% NEW $183.40 -4.1%
60 SPBO SPDR SERIES TRUST 176,303.0 $5.2M 0.30% NEW $29.34 -2.5%
Page 3 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%