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Portfolio (Quarterly) Guide ↗

Jacobi Capital Management LLC

· CIK 0001689646
13F Portfolio $2.0B AUM 644 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 284 Added 182 Reduced 28 Exited
Page 10 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PJUL INNOVATOR ETFS TRUST — 41,688.0 $2.0M 0.10% — — $48.81 +2.4%
182 TFC TRUIST FINL CORP Financial Services 40,830.0 $2.0M 0.10% +467.0 +1.2% $49.82 -4.3%
183 SPIP SPDR SERIES TRUST — 78,926.0 $2.0M 0.10% +11K +16.7% $25.68 -4.6%
184 KMB KIMBERLY-CLARK CORP Consumer Defensive 18,423.0 $2.0M 0.10% +813.0 +4.6% $109.77 -10.3%
185 GS GOLDMAN SACHS GROUP INC Financial Services 1,998.0 $2.0M 0.10% +18.0 +0.9% $1011.26 -7.5%
186 HPQ HP INC Technology 91,752.0 $2.0M 0.10% +3K +3.3% $21.94 +42.7%
187 VO VANGUARD INDEX FDS — 24,705.0 $2.0M 0.10% +19K +332.4% $80.57 -0.7%
188 AMP AMERIPRISE FINL INC Financial Services 4,333.0 $2.0M 0.10% +137.0 +3.3% $458.79 +7.5%
189 SBUX STARBUCKS CORP Consumer Cyclical 19,427.0 $2.0M 0.10% -524.0 -2.6% $102.19 -7.2%
190 QTEC FIRST TR EXCHANGE-TRADED FD — 5,915.0 $2.0M 0.10% -79.0 -1.3% $334.66 -1.2%
191 PSX PHILLIPS 66 Energy 11,655.0 $2.0M 0.10% — — $169.05 +51.3%
192 MO ALTRIA GROUP INC Consumer Defensive 27,220.0 $2.0M 0.10% — — $71.95 -4.4%
193 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 23,920.0 $1.9M 0.10% +389.0 +1.6% $81.16 -17.4%
194 MTB M & T BK CORP Financial Services 8,153.0 $1.9M 0.10% — — $238.01 -7.1%
195 CB CHUBB LIMITED Financial Services 5,694.0 $1.9M 0.10% +98.0 +1.8% $340.73 -2.2%
196 LIN LINDE PLC Basic Materials 3,638.0 $1.9M 0.09% -193.0 -5.0% $519.00 -9.5%
197 TJX TJX COS INC NEW Consumer Cyclical 12,335.0 $1.9M 0.09% +115.0 +0.9% $151.50 -14.1%
198 Q QNITY ELECTRONICS INC Technology 11,362.0 $1.9M 0.09% -121.0 -1.1% $163.32 -23.7%
199 SNDK SANDISK CORP Technology 815.0 $1.9M 0.09% NEW — $2273.73 -21.8%
200 ADP AUTOMATIC DATA PROCESSING IN Industrials 8,152.0 $1.8M 0.09% +53.0 +0.7% $223.95 +17.7%
Page 10 of 33  ·  644 positions

① 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 43.5%
Technology 18.5%
Industrials 8.5%
Healthcare 7.7%
Consumer Defensive 5.5%
Consumer Cyclical 4.2%
Communication Services 3.8%
Utilities 3.5%
Energy 2.9%
Basic Materials 1.3%