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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 6 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PAYX PAYCHEX INC Industrials 4,768.0 $439K 0.03% -2K -25.5% $92.12 +2.6%
102 MTUM ISHARES TR 1,794.0 $431K 0.02% -20.0 -1.1% $239.99 +21.9%
103 VDC VANGUARD WORLD FD 1,917.0 $430K 0.02% -64.0 -3.2% $224.56 +4.5%
104 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,439.0 $421K 0.02% -192.0 -11.8% $292.76 +34.6%
105 XYL XYLEM INC Industrials 3,489.0 $417K 0.02% -96.0 -2.7% $119.50 -9.4%
106 NVO NOVO-NORDISK A S Healthcare 11,157.0 $410K 0.02% -867.0 -7.2% $36.75 +20.5%
107 TSCO TRACTOR SUPPLY CO Consumer Cyclical 8,329.0 $377K 0.02% -492.0 -5.6% $45.30 -30.0%
108 MRVL MARVELL TECHNOLOGY INC Technology 3,749.0 $371K 0.02% -95.0 -2.5% $99.06 +70.5%
109 FIW FIRST TR EXCHANGE-TRADED FD 3,547.0 $366K 0.02% -96.0 -2.6% $103.13 -3.4%
110 FIS FIDELITY NATL INFORMATION SV Technology 7,766.0 $364K 0.02% -3K -26.0% $46.91 -7.5%
111 SHEL SHELL PLC Energy 3,914.0 $364K 0.02% -72.0 -1.8% $93.01 -4.8%
112 IHI ISHARES TR 6,823.0 $364K 0.02% -439.0 -6.0% $53.35 -5.7%
113 WEC WEC ENERGY GROUP INC Utilities 3,019.0 $350K 0.02% -95.0 -3.0% $115.79 -5.4%
114 RSPN INVESCO EXCHANGE TRADED FD T 5,990.0 $345K 0.02% -285.0 -4.5% $57.58 +2.1%
115 KNG FIRST TR EXCHANGE-TRADED FD 7,068.0 $344K 0.02% -397.0 -5.3% $48.71 -0.4%
116 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,301.0 $326K 0.02% -15.0 -1.1% $250.63 +21.5%
117 ARTNA ARTESIAN RES CORP Utilities 10,201.0 $325K 0.02% -455.0 -4.3% $31.85 +0.0%
118 ADI ANALOG DEVICES INC Technology 995.0 $317K 0.02% -7.0 -0.7% $318.28 +30.2%
119 SNA SNAP ON INC Industrials 864.0 $314K 0.02% -9.0 -1.0% $363.18 +0.1%
120 AVDE AMERICAN CENTY ETF TR 3,660.0 $311K 0.02% -98.0 -2.6% $84.84 +5.1%
Page 6 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%