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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 28 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 CATH GLOBAL X FDS 3,700.0 $289K 0.02% -2K -34.5% $78.15 +12.5%
542 SPG SIMON PPTY GROUP INC NEW Real Estate 1,525.0 $284K 0.02% $186.49 +7.5%
543 AVEM AMERICAN CENTY ETF TR 3,508.0 $283K 0.02% -43.0 -1.2% $80.58 +12.3%
544 INGR INGREDION INC Consumer Defensive 2,508.0 $283K 0.02% +182.0 +7.8% $112.65 -10.0%
545 FBT FIRST TR EXCHANGE-TRADED FD 1,399.0 $281K 0.02% $200.84 +2.9%
546 CGGR CAPITAL GROUP GROWTH ETF 6,947.0 $279K 0.02% +217.0 +3.2% $40.19 +12.5%
547 GSEW GOLDMAN SACHS ETF TR 3,282.0 $278K 0.02% NEW $84.66 +6.1%
548 BALL BALL CORP Consumer Cyclical 4,677.0 $276K 0.01% -2K -26.1% $59.11 -6.8%
549 MTD METTLER TOLEDO INTERNATIONAL Healthcare 219.0 $276K 0.01% +64.0 +41.3% $1261.20 -14.8%
550 NWN NORTHWEST NAT HLDG CO Utilities 5,177.0 $276K 0.01% $53.22 -6.9%
551 NMI NUVEEN MUN INCOME FD INC Financial Services 26,201.0 $274K 0.01% -2K -5.6% $10.45 +2.4%
552 CPRT COPART INC Industrials 8,232.0 $273K 0.01% +2K +42.7% $33.20 +0.7%
553 VGSH VANGUARD SCOTTSDALE FDS 4,636.0 $271K 0.01% -438.0 -8.6% $58.54 -0.7%
554 BKNG BOOKING HOLDINGS INC Consumer Cyclical 64.0 $270K 0.01% +5.0 +8.5% $4222.83 -96.3%
555 J JACOBS SOLUTIONS INC Industrials 2,123.0 $270K 0.01% $127.28 -10.7%
556 TOL TOLL BROTHERS INC Consumer Cyclical 1,952.0 $266K 0.01% $136.47 -7.0%
557 CDNS CADENCE DESIGN SYSTEM INC Technology 953.0 $265K 0.01% -23.0 -2.4% $277.73 +21.7%
558 TD TORONTO DOMINION BK ONT Financial Services 2,831.0 $264K 0.01% -18.0 -0.6% $93.31 +16.1%
559 ISRG INTUITIVE SURGICAL INC Healthcare 573.0 $264K 0.01% +53.0 +10.2% $461.00 -4.6%
560 DFIV DIMENSIONAL ETF TRUST 4,933.0 $260K 0.01% +150.0 +3.1% $52.78 +4.3%
Page 28 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%