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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 10 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TFC TRUIST FINL CORP Financial Services 40,363.0 $1.9M 0.10% $45.97 +2.3%
182 GBIL GOLDMAN SACHS ETF TR 18,434.0 $1.8M 0.10% +3K +21.6% $100.19 -0.1%
183 COF CAPITAL ONE FINL CORP Financial Services 10,088.0 $1.8M 0.10% +1K +11.7% $182.43 -0.2%
184 SPTL SPDR SERIES TRUST 69,460.0 $1.8M 0.10% +8K +13.2% $26.30 -3.0%
185 STT STATE STR CORP Financial Services 14,423.0 $1.8M 0.10% $126.56 +19.2%
186 CB CHUBB LTD SWITZ Financial Services 5,596.0 $1.8M 0.10% +51.0 +0.9% $325.94 +0.7%
187 UGI UGI CORP NEW Utilities 49,529.0 $1.8M 0.10% +381.0 +0.8% $36.42 -4.3%
188 SYY SYSCO CORP Consumer Defensive 25,279.0 $1.8M 0.10% +216.0 +0.9% $71.33 +5.4%
189 MO ALTRIA GROUP INC Consumer Defensive 27,238.0 $1.8M 0.10% +305.0 +1.1% $65.99 +12.1%
190 NOCT INNOVATOR ETFS TRUST 31,886.0 $1.8M 0.10% -930.0 -2.8% $56.36 +9.6%
191 ZTS ZOETIS INC Healthcare 15,184.0 $1.8M 0.10% +1K +10.8% $118.21 -33.2%
192 SBUX STARBUCKS CORP Consumer Cyclical 19,951.0 $1.8M 0.10% +369.0 +1.9% $89.59 +18.7%
193 DHR DANAHER CORP DEL Healthcare 9,350.0 $1.8M 0.10% $189.60 -11.9%
194 SPIP SPDR SERIES TRUST 67,620.0 $1.8M 0.10% +8K +13.7% $26.01 -0.5%
195 HON HONEYWELL INTL INC Industrials 7,757.0 $1.8M 0.10% +344.0 +4.6% $226.02 -3.9%
196 DUK DUKE ENERGY CORP NEW Utilities 13,372.0 $1.8M 0.10% $130.94 -4.9%
197 ACN ACCENTURE PLC IRELAND Technology 8,798.0 $1.7M 0.10% +807.0 +10.1% $198.28 -9.6%
198 IEMG ISHARES INC 24,629.0 $1.7M 0.10% +189.0 +0.8% $69.75 +14.6%
199 HPQ HP INC Technology 88,811.0 $1.7M 0.10% +15K +20.9% $19.21 +9.2%
200 STZ CONSTELLATION BRANDS INC Consumer Defensive 11,359.0 $1.7M 0.10% +223.0 +2.0% $149.99 -2.3%
Page 10 of 32  ·  632 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%