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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 22 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 IJK ISHARES TR 4,811.0 $484K 0.03% $100.62 +10.2%
422 NUV NUVEEN MUN VALUE FD INC Financial Services 53,411.0 $480K 0.03% -947.0 -1.7% $8.99 +0.3%
423 PMAR INNOVATOR ETFS TRUST 10,745.0 $479K 0.03% $44.62 +6.3%
424 FDBC FIDELITY D & D BANCORP INC Financial Services 11,057.0 $479K 0.03% +2K +19.9% $43.28 +4.5%
425 NWE NORTHWESTERN ENERGY GROUP IN Utilities 7,256.0 $478K 0.03% $65.94 +8.9%
426 SCHO SCHWAB STRATEGIC TR 19,381.0 $470K 0.03% +125.0 +0.7% $24.27 -0.5%
427 EOG EOG RES INC Energy 3,226.0 $466K 0.03% +122.0 +3.9% $144.55 -3.2%
428 TROW PRICE T ROWE GROUP INC Financial Services 5,150.0 $464K 0.03% -38.0 -0.7% $90.14 +13.0%
429 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,014.0 $461K 0.03% -407.0 -11.9% $153.10 -17.2%
430 UNILEVER PLC 8,050.0 $459K 0.03% -598.0 -6.9% $56.97
431 XHB SPDR SERIES TRUST 4,620.0 $456K 0.03% $98.72 +0.8%
432 MRSH MARSH & MCLENNAN COS INC Financial Services 2,628.0 $456K 0.03% +96.0 +3.8% $173.41 -4.8%
433 ISHARES TR 19,960.0 $448K 0.03% +254.0 +1.3% $22.43
434 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,290.0 $447K 0.03% -898.0 -28.2% $195.40 +6.3%
435 CTAS CINTAS CORP Industrials 2,639.0 $446K 0.03% +17.0 +0.7% $169.15 +1.9%
436 CDW CDW CORP Technology 3,687.0 $446K 0.03% +569.0 +18.2% $121.01 -11.7%
437 RUNN STRATEGIC TRUST 13,713.0 $442K 0.03% -865.0 -5.9% $32.21 +0.4%
438 PAYX PAYCHEX INC Industrials 4,768.0 $439K 0.03% -2K -25.5% $92.12 +2.3%
439 FFC FLAHERTY & CRUMRIN PFD & INM Financial Services 28,215.0 $437K 0.02% +1K +4.1% $15.49 +1.9%
440 ISHARES TR 19,864.0 $434K 0.02% +258.0 +1.3% $21.84
Page 22 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%