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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 30 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 USO UNITED STS OIL FD LP Financial Services 1,848.0 $235K 0.01% NEW $127.25 +17.3%
582 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,228.0 $234K 0.01% $72.46 +22.2%
583 ONON ON HLDG AG Consumer Cyclical 6,875.0 $234K 0.01% $34.02 +12.0%
584 RY ROYAL BK CDA Financial Services 1,432.0 $232K 0.01% $161.75 +14.2%
585 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,313.0 $232K 0.01% -80.0 -3.3% $100.09 -5.5%
586 HRI HERC HLDGS INC Industrials 2,316.0 $231K 0.01% -142.0 -5.8% $99.56 +34.4%
587 SLV ISHARES SILVER TR Financial Services 3,364.0 $229K 0.01% NEW $68.14 -1.8%
588 RKT ROCKET COS INC Financial Services 15,885.0 $226K 0.01% +205.0 +1.3% $14.25 -8.5%
589 RMD RESMED INC Healthcare 1,008.0 $226K 0.01% +52.0 +5.4% $224.49 -9.1%
590 DTCR GLOBAL X FDS 9,441.0 $226K 0.01% NEW $23.96 +23.2%
591 SNY SANOFI SA Healthcare 4,685.0 $226K 0.01% -197.0 -4.0% $48.18 -9.6%
592 FMHI FIRST TR EXCH TRADED FD III 4,729.0 $225K 0.01% -704.0 -13.0% $47.54 +0.2%
593 HCA HCA HEALTHCARE INC Healthcare 474.0 $224K 0.01% NEW $473.09 -10.6%
594 VTIP VANGUARD MALVERN FDS 4,464.0 $223K 0.01% -125.0 -2.7% $49.95 +0.7%
595 EXPD EXPEDITORS INTL WASH INC Industrials 1,554.0 $223K 0.01% NEW $143.23 +9.4%
596 CRWV COREWEAVE INC Technology 2,870.0 $222K 0.01% NEW $77.47 +33.9%
597 SLB SLB LIMITED Energy 4,317.0 $222K 0.01% NEW $51.39 +11.2%
598 PTNQ PACER FDS TR 3,040.0 $222K 0.01% $72.96 +15.8%
599 IDXX IDEXX LABS INC Healthcare 394.0 $221K 0.01% NEW $561.89 -2.9%
600 WDAY WORKDAY INC Technology 1,704.0 $221K 0.01% NEW $129.92 -0.8%
Page 30 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%