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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 12 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 POCT INNOVATOR ETFS TRUST 34,959.0 $1.5M 0.08% $43.11 +6.6%
222 CGGO CAPITAL GROUP GBL GROWTH EQT 44,988.0 $1.5M 0.08% +8K +21.1% $33.37 +18.4%
223 FNDX SCHWAB STRATEGIC TR 53,740.0 $1.5M 0.08% $27.85 +9.8%
224 MDT MEDTRONIC PLC Healthcare 17,194.0 $1.5M 0.08% +87.0 +0.5% $86.65 -9.8%
225 DFUS DIMENSIONAL ETF TRUST 20,980.0 $1.5M 0.08% NEW $70.91 +13.9%
226 AMT AMERICAN TOWER CORP Real Estate 8,601.0 $1.5M 0.08% +794.0 +10.2% $172.58 +6.5%
227 PFF ISHARES TR 48,430.0 $1.5M 0.08% +1K +2.1% $30.32 +2.7%
228 PNOV INNOVATOR ETFS TRUST 35,893.0 $1.5M 0.08% -14K -28.6% $40.86 +7.6%
229 NFLX NETFLIX INC. Communication Services 15,112.0 $1.5M 0.08% +5K +54.3% $96.15 -7.1%
230 ATO ATMOS ENERGY CORP Utilities 7,865.0 $1.5M 0.08% -98.0 -1.2% $184.72 -3.9%
231 TT TRANE TECHNOLOGIES PLC Industrials 3,448.0 $1.4M 0.08% +22.0 +0.6% $416.80 +8.4%
232 GEV GE VERNOVA INC Utilities 1,644.0 $1.4M 0.08% +441.0 +36.7% $873.12 +19.6%
233 XLY SELECT SECTOR SPDR TR 13,069.0 $1.4M 0.08% -208.0 -1.6% $108.98 +8.9%
234 IWF ISHARES TR 3,323.0 $1.4M 0.08% -697.0 -17.3% $426.45 -70.8%
235 BDX BECTON DICKINSON & CO Healthcare 8,974.0 $1.4M 0.08% +263.0 +3.0% $157.22 -7.0%
236 BIIB BIOGEN INC Healthcare 7,649.0 $1.4M 0.08% -187.0 -2.4% $183.33 +3.3%
237 DOW DOW HLDGS INC Basic Materials 33,667.0 $1.4M 0.08% -2K -4.3% $41.65 -13.8%
238 SPIB SPDR SERIES TRUST 40,579.0 $1.4M 0.08% +6K +18.0% $33.54 -0.6%
239 MGK VANGUARD WORLD FD 3,701.0 $1.4M 0.08% +154.0 +4.3% $367.41 -75.8%
240 DELL DELL TECHNOLOGIES INC Technology 8,211.0 $1.3M 0.07% +4K +111.3% $164.14 +54.1%
Page 12 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%