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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 3 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMAT APPLIED MATLS INC Technology 22,983.0 $7.9M 0.44% -2K -6.8% $341.79 +21.0%
42 IVV ISHARES TR 11,855.0 $7.7M 0.43% -190.0 -1.6% $653.21 +13.6%
43 SPAB SPDR SERIES TRUST 293,960.0 $7.5M 0.42% +16K +5.6% $25.62 -1.4%
44 VZ VERIZON COMMUNICATIONS INC Communication Services 144,898.0 $7.3M 0.41% +4K +3.2% $50.20 -7.6%
45 ABBV ABBVIE INC Healthcare 32,675.0 $7.1M 0.40% -198.0 -0.6% $217.49 -3.7%
46 BND VANGUARD BD INDEX FDS 95,109.0 $7.0M 0.39% -2K -1.8% $73.64 -1.3%
47 DFAE DIMENSIONAL ETF TRUST 206,558.0 $7.0M 0.39% +28K +15.6% $33.86 +13.6%
48 SCHM SCHWAB STRATEGIC TR 215,542.0 $6.7M 0.37% -17K -7.5% $30.96 +9.1%
49 PNC PNC FINL SVCS GROUP INC Financial Services 31,326.0 $6.5M 0.36% -406.0 -1.3% $208.09 +2.3%
50 IBM INTERNATIONAL BUSINESS MACHS Technology 26,438.0 $6.4M 0.36% +375.0 +1.4% $242.39 -9.5%
51 BUFD FIRST TR EXCHNG TRADED FD VI 227,172.0 $6.4M 0.35% +29K +14.9% $28.00 +5.1%
52 NOBL PROSHARES TR 55,791.0 $5.9M 0.33% -1K -1.9% $106.01 +0.7%
53 CMI CUMMINS INC Industrials 10,897.0 $5.9M 0.33% -145.0 -1.3% $538.01 +26.0%
54 SPBO SPDR SERIES TRUST 201,456.0 $5.8M 0.33% +25K +14.3% $29.03 -1.0%
55 PWR QUANTA SVCS INC Industrials 10,486.0 $5.8M 0.32% +78.0 +0.8% $549.01 +40.2%
56 RTX RTX CORPORATION Industrials 29,101.0 $5.6M 0.31% +764.0 +2.7% $192.90 -11.3%
57 KO COCA COLA CO Consumer Defensive 72,617.0 $5.5M 0.31% +1K +1.8% $76.05 +6.3%
58 XLRE SELECT SECTOR SPDR TR 133,442.0 $5.4M 0.30% +25K +22.9% $40.83 +7.2%
59 IJH ISHARES TR 80,307.0 $5.4M 0.30% -3K -3.7% $67.53 +6.8%
60 PG PROCTER & GAMBLE CO Consumer Defensive 37,324.0 $5.4M 0.30% -2K -5.8% $144.44 -2.0%
Page 3 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%