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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 21 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 57,390.0 $533K 0.03% NEW $9.28 -14.3%
402 VXUS VANGUARD STAR FDS 6,864.0 $529K 0.03% $77.11 +9.7%
403 DRSK ETF SER SOLUTIONS 19,279.0 $527K 0.03% +530.0 +2.8% $27.33 +6.5%
404 WMB WILLIAMS COS INC Energy 7,231.0 $526K 0.03% +513.0 +7.6% $72.78 +7.0%
405 VOE VANGUARD INDEX FDS 2,824.0 $520K 0.03% -40.0 -1.4% $184.28 +4.5%
406 VBK VANGUARD INDEX FDS 1,713.0 $518K 0.03% -30.0 -1.7% $302.17 +13.7%
407 DFNM DIMENSIONAL ETF TRUST 10,795.0 $517K 0.03% +63.0 +0.6% $47.93 -0.1%
408 CRWD CROWDSTRIKE HLDGS INC Technology 1,313.0 $513K 0.03% +45.0 +3.5% $390.41 +66.0%
409 IDA IDACORP INC Utilities 3,544.0 $507K 0.03% $142.99 -1.0%
410 WELL WELLTOWER INC Real Estate 2,562.0 $506K 0.03% -15.0 -0.6% $197.68 +10.6%
411 VEU VANGUARD INTL EQUITY INDEX F 6,736.0 $506K 0.03% $75.10 +10.0%
412 SHOP SHOPIFY INC Technology 4,254.0 $505K 0.03% -293.0 -6.4% $118.62 -11.5%
413 F FORD MTR CO Consumer Cyclical 43,659.0 $504K 0.03% -266.0 -0.6% $11.54 +18.5%
414 SCHA SCHWAB STRATEGIC TR 17,309.0 $503K 0.03% -3K -16.8% $29.08 +14.1%
415 FISV FISERV INC Technology 9,012.0 $503K 0.03% +2K +23.4% $55.80 +0.0%
416 HBAN HUNTINGTON BANCSHARES INC Financial Services 32,131.0 $503K 0.03% +1K +4.5% $15.65 +1.3%
417 PFEB INNOVATOR ETFS TRUST 12,529.0 $502K 0.03% $40.10 +6.5%
418 ED CONSOLIDATED EDISON INC Utilities 4,417.0 $500K 0.03% +68.0 +1.6% $113.17 -5.1%
419 IOCT INNOVATOR ETFS TRUST 14,124.0 $495K 0.03% $35.05 +4.4%
420 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,094.0 $489K 0.03% +33.0 +3.1% $446.54 -3.6%
Page 21 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%