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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 4 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AFL AFLAC INC Financial Services 48,211.0 $5.3M 0.29% -4K -8.3% $109.71 +8.5%
62 LMT LOCKHEED MARTIN CORP Industrials 8,679.0 $5.2M 0.29% +180.0 +2.1% $604.34 -13.2%
63 VOO VANGUARD INDEX FDS 8,598.0 $5.1M 0.29% +693.0 +8.8% $597.53 +13.3%
64 V VISA INC Financial Services 16,504.0 $5.0M 0.28% +328.0 +2.0% $302.24 +9.3%
65 MINT PIMCO ETF TR 48,524.0 $4.9M 0.27% +24K +101.3% $100.57 +0.0%
66 REGL PROSHARES TR 56,326.0 $4.9M 0.27% -1K -1.9% $86.41 +0.8%
67 AVGO BROADCOM INC Technology 15,689.0 $4.9M 0.27% +2K +12.9% $309.51 +33.4%
68 WM WASTE MGMT INC DEL Industrials 20,845.0 $4.8M 0.27% -538.0 -2.5% $229.79 -1.5%
69 BTT BLACKROCK MUN TARGET TERM TR Financial Services 204,947.0 $4.7M 0.26% $22.70 -1.2%
70 GLDM WORLD GOLD TR Financial Services 49,963.0 $4.6M 0.26% +550.0 +1.1% $92.69 -3.8%
71 ICSH ISHARES TR 89,886.0 $4.6M 0.25% +2K +2.2% $50.62 -0.2%
72 COP CONOCOPHILLIPS Energy 34,381.0 $4.5M 0.25% +590.0 +1.8% $132.00 -5.1%
73 MCD MCDONALDS CORP Consumer Cyclical 14,456.0 $4.5M 0.25% $310.79 -8.9%
74 NEE NEXTERA ENERGY INC Utilities 48,174.0 $4.5M 0.25% +576.0 +1.2% $92.88 -3.0%
75 AMGN AMGEN INC Healthcare 12,712.0 $4.5M 0.25% -274.0 -2.1% $351.85 -6.1%
76 INTC INTEL CORP Technology 101,139.0 $4.5M 0.25% $44.13 +149.7%
77 VLO VALERO ENERGY CORP Energy 18,037.0 $4.5M 0.25% +995.0 +5.8% $247.08 +5.6%
78 LEAD SIREN ETF TR 56,846.0 $4.4M 0.24% -1K -2.4% $76.70 +9.4%
79 TGT TARGET CORP Consumer Defensive 34,173.0 $4.1M 0.23% -580.0 -1.7% $121.20 +4.2%
80 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,026.0 $4.0M 0.22% +160.0 +4.1% $996.25 +9.7%
Page 4 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%