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Portfolio (Quarterly) Guide ↗

Jacobi Capital Management LLC

· CIK 0001689646
13F Portfolio $1.8B AUM 632 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 329 Added 142 Reduced 15 Exited
Page 2 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMGN AMGEN INC Healthcare 12,712.0 $4.5M 0.25% -274.0 -2.1% $351.85 -6.1%
22 LEAD SIREN ETF TR 56,846.0 $4.4M 0.24% -1K -2.4% $76.70 +10.0%
23 TGT TARGET CORP Consumer Defensive 34,173.0 $4.1M 0.23% -580.0 -1.7% $121.20 +4.2%
24 BMY BRISTOL-MYERS SQUIBB CO Healthcare 65,891.0 $4.0M 0.22% -494.0 -0.7% $60.65 -4.4%
25 PPL PPL CORP Utilities 103,322.0 $3.9M 0.22% -3K -2.8% $38.20 -7.5%
26 VGT VANGUARD WORLD FD 5,502.0 $3.8M 0.21% -51.0 -0.9% $697.76 -84.0%
27 RSP INVESCO EXCHANGE TRADED FD T 19,363.0 $3.7M 0.21% -395.0 -2.0% $191.92 +5.4%
28 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 62,908.0 $3.7M 0.21% -7K -9.9% $58.65 +6.7%
29 AXP AMERICAN EXPRESS CO Financial Services 11,221.0 $3.4M 0.19% -67.0 -0.6% $302.46 +2.5%
30 EMR EMERSON ELEC CO Industrials 24,006.0 $3.1M 0.18% -967.0 -3.9% $131.02 +1.2%
31 ETN EATON CORP PLC Industrials 8,376.0 $3.0M 0.17% -46.0 -0.6% $357.67 +5.0%
32 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 10,054.0 $2.9M 0.16% -439.0 -4.2% $290.48 +0.7%
33 SCHD SCHWAB STRATEGIC TR 90,366.0 $2.8M 0.15% -3K -3.7% $30.68 +4.8%
34 MMM 3M CO Industrials 19,083.0 $2.8M 0.15% -126.0 -0.7% $145.23 +3.1%
35 TXN TEXAS INSTRS INC Technology 13,778.0 $2.7M 0.15% -444.0 -3.1% $194.15 +55.7%
36 UPS UNITED PARCEL SVCS INC Industrials 26,048.0 $2.6M 0.14% -1K -5.0% $98.38 -2.0%
37 VCSH VANGUARD SCOTTSDALE FDS 30,733.0 $2.4M 0.14% -1K -3.9% $79.27 -0.7%
38 PDEC INNOVATOR ETFS TRUST 54,066.0 $2.3M 0.13% -9K -14.1% $42.50 +6.8%
39 ALB ALBEMARLE CORP Basic Materials 12,285.0 $2.2M 0.12% -1K -8.7% $179.53 -5.4%
40 ITW ILLINOIS TOOL WKS INC Industrials 8,410.0 $2.2M 0.12% -149.0 -1.7% $260.30 -4.7%
Page 2 of 8  ·  142 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 42.9%
Technology 14.7%
Industrials 8.5%
Healthcare 8.0%
Consumer Defensive 6.1%
Communication Services 5.4%
Consumer Cyclical 4.3%
Energy 3.9%
Utilities 3.8%
Basic Materials 1.7%