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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 7 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PJUN INNOVATOR ETFS TRUST 7,260.0 $304K 0.02% -4K -33.1% $41.83 +3.6%
122 CATH GLOBAL X FDS 3,700.0 $289K 0.02% -2K -34.5% $78.15 +13.3%
123 AVEM AMERICAN CENTY ETF TR 3,508.0 $283K 0.02% -43.0 -1.2% $80.58 +14.1%
124 BALL BALL CORP Consumer Cyclical 4,677.0 $276K 0.01% -2K -26.1% $59.11 -5.4%
125 NMI NUVEEN MUN INCOME FD INC Financial Services 26,201.0 $274K 0.01% -2K -5.6% $10.45 +3.1%
126 VGSH VANGUARD SCOTTSDALE FDS 4,636.0 $271K 0.01% -438.0 -8.6% $58.54 -0.5%
127 CDNS CADENCE DESIGN SYSTEM INC Technology 953.0 $265K 0.01% -23.0 -2.4% $277.73 +25.2%
128 TD TORONTO DOMINION BK ONT Financial Services 2,831.0 $264K 0.01% -18.0 -0.6% $93.31 +17.3%
129 MPWR MONOLITHIC PWR SYS INC Technology 232.0 $254K 0.01% -80.0 -25.6% $1095.63 +39.9%
130 RWL INVESCO EXCH TRADED FD TR II 2,197.0 $252K 0.01% -62.0 -2.7% $114.92 +8.9%
131 PREF PRINCIPAL EXCHANGE TRADED FD 12,782.0 $241K 0.01% -149.0 -1.1% $18.82 +0.6%
132 QQQM INVESCO EXCH TRADED FD TR II 1,007.0 $239K 0.01% -322.0 -24.2% $237.69 +22.9%
133 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,313.0 $232K 0.01% -80.0 -3.3% $100.09 -3.0%
134 HRI HERC HLDGS INC Industrials 2,316.0 $231K 0.01% -142.0 -5.8% $99.56 +32.3%
135 SNY SANOFI SA Healthcare 4,685.0 $226K 0.01% -197.0 -4.0% $48.18 -7.5%
136 FMHI FIRST TR EXCH TRADED FD III 4,729.0 $225K 0.01% -704.0 -13.0% $47.54 +0.3%
137 VTIP VANGUARD MALVERN FDS 4,464.0 $223K 0.01% -125.0 -2.7% $49.95 +0.7%
138 BK BANK NEW YORK MELLON CORP Financial Services 1,764.0 $209K 0.01% -11K -86.1% $118.65 +16.2%
139 SNPS SYNOPSYS INC Technology 514.0 $204K 0.01% -270.0 -34.4% $396.79 +23.7%
140 FPEI FIRST TR EXCH TRADED FD III 10,232.0 $194K 0.01% -320.0 -3.0% $19.00 +1.0%
Page 7 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%