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Portfolio (Quarterly) Guide ↗

Jacobi Capital Management LLC

· CIK 0001689646
13F Portfolio $1.7B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 610 New
Page 5 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TSLA TESLA INC Consumer Cyclical 8,822.0 $4.0M 0.23% NEW $449.72 -9.0%
82 NEE NEXTERA ENERGY INC Utilities 47,598.0 $3.8M 0.22% NEW $80.28 +12.7%
83 RSP INVESCO EXCHANGE TRADED FD T 19,758.0 $3.8M 0.22% NEW $191.56 +4.8%
84 BERKSHIRE HATHAWAY INC DEL 5.0 $3.8M 0.22% NEW $754800.00
85 INTC INTEL CORP Technology 101,110.0 $3.7M 0.22% NEW $36.90 +222.0%
86 PPL PPL CORP Utilities 106,276.0 $3.7M 0.22% NEW $35.02 +1.4%
87 QCOM QUALCOMM INC Technology 21,290.0 $3.6M 0.21% NEW $171.05 +14.5%
88 BMY BRISTOL-MYERS SQUIBB CO Healthcare 66,385.0 $3.6M 0.21% NEW $53.94 +8.7%
89 DIVO AMPLIFY ETF TR 79,825.0 $3.6M 0.21% NEW $44.50 +2.2%
90 MBB ISHARES TR 36,504.0 $3.5M 0.20% NEW $95.22 -2.2%
91 XLV SELECT SECTOR SPDR TR 22,185.0 $3.4M 0.20% NEW $154.80 -5.0%
92 VIG VANGUARD SPECIALIZED FUNDS 15,510.0 $3.4M 0.20% NEW $219.78 +4.2%
93 TGT TARGET CORP Consumer Defensive 34,753.0 $3.4M 0.20% NEW $97.75 +20.6%
94 CGDV CAPITAL GROUP DIVIDEND VALUE 77,115.0 $3.4M 0.20% NEW $43.64 +8.5%
95 COST COSTCO WHSL CORP NEW Consumer Defensive 3,866.0 $3.3M 0.19% NEW $862.32 +26.3%
96 EMR EMERSON ELEC CO Industrials 24,973.0 $3.3M 0.19% NEW $132.72 -1.9%
97 PRF INVESCO EXCHANGE TRADED FD T 70,421.0 $3.3M 0.19% NEW $46.92 +11.6%
98 PFE PFIZER INC Healthcare 132,197.0 $3.3M 0.19% NEW $24.90 +3.9%
99 IJR ISHARES TR 27,365.0 $3.3M 0.19% NEW $120.18 +10.7%
100 ADBE ADOBE INC Technology 9,365.0 $3.3M 0.19% NEW $349.99 -29.5%
Page 5 of 31  ·  610 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 43.9%
Technology 15.3%
Healthcare 8.2%
Industrials 8.1%
Consumer Defensive 5.8%
Communication Services 5.6%
Consumer Cyclical 4.5%
Utilities 3.5%
Energy 2.8%
Basic Materials 1.4%