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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 19 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 INCM FRANKLIN TEMPLETON ETF TR 21,750.0 $625K 0.04% +3K +16.3% $28.75 +1.8%
362 SPYV SPDR SERIES TRUST 11,045.0 $625K 0.04% $56.58 +7.1%
363 BMN BLACKROCK 2037 MUNICIPAL TAR Financial Services 24,000.0 $623K 0.04% $25.94 -1.1%
364 FCX FREEPORT MCMORAN INC Basic Materials 10,586.0 $622K 0.04% -929.0 -8.1% $58.78 +6.0%
365 VB VANGUARD INDEX FDS 2,374.0 $622K 0.04% +375.0 +18.8% $261.96 +9.3%
366 GSK GSK PLC Healthcare 11,147.0 $615K 0.03% $55.19 -6.6%
367 ROST ROSS STORES INC Consumer Cyclical 2,835.0 $614K 0.03% +51.0 +1.8% $216.59 -1.8%
368 BP BP PLC Energy 13,047.0 $613K 0.03% +5K +56.7% $47.00 -4.5%
369 OHI OMEGA HEALTHCARE INVS INC Real Estate 13,961.0 $612K 0.03% +489.0 +3.6% $43.82 +10.1%
370 BEPC BROOKFIELD RENEWABLE CORP Utilities 15,320.0 $610K 0.03% -223.0 -1.4% $39.83 -5.5%
371 PFIS PEOPLES FINL SVCS CORP Financial Services 11,421.0 $609K 0.03% +675.0 +6.3% $53.33 +10.1%
372 PSA PUBLIC STORAGE OPER CO Real Estate 2,243.0 $608K 0.03% $270.90 +11.8%
373 CTRI CENTURI HOLDINGS INC Utilities 20,776.0 $607K 0.03% +7K +52.6% $29.21 +3.3%
374 SPYM SPDR SERIES TRUST 7,918.0 $606K 0.03% +573.0 +7.8% $76.54 +14.2%
375 CGSD CAPITAL GRP FIXED INCM ETF T 23,366.0 $603K 0.03% NEW $25.79 -0.0%
376 XBI SPDR SERIES TRUST 4,706.0 $601K 0.03% $127.72 +4.0%
377 CGCP CAPITAL GRP FIXED INCM ETF T 26,830.0 $599K 0.03% +301.0 +1.1% $22.34 -0.4%
378 CME CME GROUP INC Financial Services 2,023.0 $598K 0.03% -39.0 -1.9% $295.44 -2.1%
379 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 6,590.0 $594K 0.03% -572.0 -8.0% $90.11 +14.1%
380 AEP AMERICAN ELEC PWR CO INC Utilities 4,510.0 $591K 0.03% +151.0 +3.5% $131.09 -1.1%
Page 19 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%