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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 3 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ENB ENBRIDGE INC Energy 39,271.0 $2.1M 0.12% -387.0 -1.0% $54.14 +3.8%
42 ET ENERGY TRANSFER L P Energy 108,249.0 $2.1M 0.12% -1K -1.1% $19.30 +4.9%
43 CVS CVS HEALTH CORP Healthcare 28,733.0 $2.1M 0.12% -179.0 -0.6% $71.82 +31.7%
44 NOCT INNOVATOR ETFS TRUST 31,886.0 $1.8M 0.10% -930.0 -2.8% $56.36 +9.4%
45 IAU ISHARES GOLD TR Financial Services 19,231.0 $1.7M 0.10% -100.0 -0.5% $88.16 -4.6%
46 BA BOEING CO Industrials 8,452.0 $1.7M 0.09% -300.0 -3.4% $199.02 +9.5%
47 PPA INVESCO EXCHANGE TRADED FD T 10,134.0 $1.7M 0.09% -234.0 -2.3% $165.71 -0.3%
48 MTB M & T BK CORP Financial Services 8,123.0 $1.7M 0.09% -63.0 -0.8% $206.72 -1.5%
49 HSY HERSHEY CO Consumer Defensive 7,982.0 $1.7M 0.09% -80.0 -1.0% $207.91 -8.3%
50 PNOV INNOVATOR ETFS TRUST 35,893.0 $1.5M 0.08% -14K -28.6% $40.86 +7.2%
51 ATO ATMOS ENERGY CORP Utilities 7,865.0 $1.5M 0.08% -98.0 -1.2% $184.72 -3.1%
52 XLY SELECT SECTOR SPDR TR 13,069.0 $1.4M 0.08% -208.0 -1.6% $108.98 +5.2%
53 IWF ISHARES TR 3,323.0 $1.4M 0.08% -697.0 -17.3% $426.45 -71.1%
54 BIIB BIOGEN INC Healthcare 7,649.0 $1.4M 0.08% -187.0 -2.4% $183.33 +3.4%
55 DOW DOW HLDGS INC Basic Materials 33,667.0 $1.4M 0.08% -2K -4.3% $41.65 -7.4%
56 DIA STATE STR SPDR DOW JONES IND Financial Services 2,899.0 $1.3M 0.07% -104.0 -3.5% $463.16 +6.4%
57 GLW CORNING INC Technology 9,853.0 $1.3M 0.07% -753.0 -7.1% $135.97 +30.1%
58 GPC GENUINE PARTS CO Consumer Cyclical 12,442.0 $1.3M 0.07% -315.0 -2.5% $105.74 -13.7%
59 GE GE AEROSPACE Industrials 4,566.0 $1.3M 0.07% -128.0 -2.7% $283.80 +0.2%
60 QTEC FIRST TR EXCHANGE-TRADED FD 5,994.0 $1.3M 0.07% -227.0 -3.6% $215.98 +33.7%
Page 3 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%