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Portfolio (Quarterly) Guide ↗

Jacobi Capital Management LLC

· CIK 0001689646
13F Portfolio $2.0B AUM 644 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 284 Added 182 Reduced 28 Exited
Page 33 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 — PUTNAM ETF TRUST — 18,647.0 $148K 0.01% +105.0 +0.6% $7.93 —
642 FSK FS KKR CAP CORP Financial Services 10,544.0 $111K 0.01% +67.0 +0.6% $10.50 +7.1%
643 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 10,000.0 $36K 0.00% — — $3.64 -13.2%
644 SANA SANA BIOTECHNOLOGY INC Healthcare 10,000.0 $35K 0.00% — — $3.49 -15.6%
Page 33 of 33  ·  644 positions

① 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 43.5%
Technology 18.5%
Industrials 8.5%
Healthcare 7.7%
Consumer Defensive 5.5%
Consumer Cyclical 4.2%
Communication Services 3.8%
Utilities 3.5%
Energy 2.9%
Basic Materials 1.3%