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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 13 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DIA STATE STR SPDR DOW JONES IND Financial Services 2,899.0 $1.3M 0.07% -104.0 -3.5% $463.16 +8.6%
242 CTVA CORTEVA INC Basic Materials 16,006.0 $1.3M 0.07% $83.71 -5.6%
243 GLW CORNING INC Technology 9,853.0 $1.3M 0.07% -753.0 -7.1% $135.97 +41.1%
244 PLTR PALANTIR TECHNOLOGIES INC Technology 9,121.0 $1.3M 0.07% +793.0 +9.5% $146.28 -6.2%
245 Q QNITY ELECTRONICS INC Technology 11,483.0 $1.3M 0.07% +76.0 +0.7% $115.38 +32.6%
246 MET METLIFE INC Financial Services 18,722.0 $1.3M 0.07% +360.0 +2.0% $70.72 +19.2%
247 CLX CLOROX CO DEL Consumer Defensive 12,737.0 $1.3M 0.07% +1K +10.5% $103.63 -8.2%
248 GPC GENUINE PARTS CO Consumer Cyclical 12,442.0 $1.3M 0.07% -315.0 -2.5% $105.74 -7.7%
249 XLK SELECT SECTOR SPDR TR 9,759.0 $1.3M 0.07% +558.0 +6.1% $132.90 +34.4%
250 GE GE AEROSPACE Industrials 4,566.0 $1.3M 0.07% -128.0 -2.7% $283.80 +6.3%
251 QTEC FIRST TR EXCHANGE-TRADED FD 5,994.0 $1.3M 0.07% -227.0 -3.6% $215.98 +38.7%
252 NOC NORTHROP GRUMMAN CORP Industrials 1,889.0 $1.3M 0.07% -84.0 -4.3% $682.13 -19.1%
253 FXO FIRST TR EXCHANGE-TRADED FD 22,717.0 $1.3M 0.07% -455.0 -2.0% $56.19 +5.7%
254 AVES AMERICAN CENTY ETF TR 21,279.0 $1.3M 0.07% +4K +20.9% $59.98 +9.5%
255 VUG VANGUARD INDEX FDS 2,909.0 $1.3M 0.07% +140.0 +5.1% $436.79 -80.0%
256 USMV ISHARES TR 13,651.0 $1.3M 0.07% -386.0 -2.8% $92.74 +3.6%
257 REGN REGENERON PHARMACEUTICALS Healthcare 1,634.0 $1.3M 0.07% +23.0 +1.4% $772.56 -15.9%
258 WAB WABTEC Industrials 5,050.0 $1.3M 0.07% +602.0 +13.5% $249.92 +3.7%
259 CGUS CAPITAL GROUP CORE EQUITY ET 32,806.0 $1.3M 0.07% +3K +11.8% $38.42 +13.5%
260 NVS NOVARTIS AG Healthcare 8,167.0 $1.2M 0.07% +308.0 +3.9% $152.76 -0.7%
Page 13 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%