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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 4 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KO COCA COLA CO Consumer Defensive 71,333.0 $5.0M 0.29% NEW $69.91 +16.1%
62 VOO VANGUARD INDEX FDS 7,905.0 $5.0M 0.29% NEW $627.12 +7.6%
63 REGL PROSHARES TR 57,393.0 $4.8M 0.28% NEW $84.22 +3.6%
64 AVGO BROADCOM INC Technology 13,892.0 $4.8M 0.28% NEW $346.09 +18.8%
65 WM WASTE MGMT INC DEL Industrials 21,383.0 $4.7M 0.27% NEW $219.71 +1.4%
66 BTT BLACKROCK MUN TARGET TERM TR Financial Services 204,180.0 $4.7M 0.27% NEW $22.82 -1.2%
67 ORCL ORACLE CORP Technology 23,648.0 $4.6M 0.27% NEW $194.91 -4.3%
68 ICSH ISHARES TR 87,944.0 $4.4M 0.26% NEW $50.58 -0.1%
69 LEAD SIREN ETF TR 58,250.0 $4.4M 0.26% NEW $76.23 +10.5%
70 MCD MCDONALDS CORP Consumer Cyclical 14,393.0 $4.4M 0.26% NEW $305.64 -7.6%
71 PWR QUANTA SVCS INC Industrials 10,408.0 $4.4M 0.26% NEW $422.07 +71.3%
72 XLRE SELECT SECTOR SPDR TR 108,538.0 $4.4M 0.25% NEW $40.35 +8.9%
73 AMGN AMGEN INC Healthcare 12,986.0 $4.3M 0.25% NEW $327.29 +1.1%
74 GLDM WORLD GOLD TR Financial Services 49,413.0 $4.2M 0.24% NEW $85.37 +3.9%
75 VGT VANGUARD WORLD FD 5,553.0 $4.2M 0.24% NEW $753.79 -85.2%
76 AXP AMERICAN EXPRESS CO Financial Services 11,288.0 $4.2M 0.24% NEW $369.93 -16.4%
77 LMT LOCKHEED MARTIN CORP Industrials 8,499.0 $4.1M 0.24% NEW $483.66 +9.2%
78 MA MASTERCARD INCORPORATED Financial Services 7,091.0 $4.0M 0.23% NEW $570.84 -11.4%
79 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 69,789.0 $4.0M 0.23% NEW $57.44 +8.7%
80 DIS DISNEY WALT CO Communication Services 35,151.0 $4.0M 0.23% NEW $113.77 -8.6%
Page 4 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%