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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 5 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BMY BRISTOL-MYERS SQUIBB CO Healthcare 65,891.0 $4.0M 0.22% -494.0 -0.7% $60.65 -3.3%
82 JMUB J P MORGAN EXCHANGE TRADED F 79,696.0 $4.0M 0.22% +28K +55.6% $49.99 -0.2%
83 PPL PPL CORP Utilities 103,322.0 $3.9M 0.22% -3K -2.8% $38.20 -7.1%
84 KLAC KLA CORP Technology 2,661.0 $3.9M 0.22% +111.0 +4.3% $1472.33 +21.3%
85 VGT VANGUARD WORLD FD 5,502.0 $3.8M 0.21% -51.0 -0.9% $697.76 -83.9%
86 PFE PFIZER INC Healthcare 135,676.0 $3.8M 0.21% +3K +2.6% $28.08 -7.9%
87 DIVO AMPLIFY ETF TR 83,592.0 $3.7M 0.21% +4K +4.7% $44.85 +1.5%
88 VIG VANGUARD SPECIALIZED FUNDS 17,321.0 $3.7M 0.21% +2K +11.7% $215.06 +6.5%
89 DFAS DIMENSIONAL ETF TRUST 52,248.0 $3.7M 0.21% +5K +11.2% $71.13 +5.8%
90 RSP INVESCO EXCHANGE TRADED FD T 19,363.0 $3.7M 0.21% -395.0 -2.0% $191.92 +4.6%
91 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 62,908.0 $3.7M 0.21% -7K -9.9% $58.65 +6.5%
92 SPMD SPDR SERIES TRUST 62,090.0 $3.7M 0.20% +6K +11.1% $59.22 +6.1%
93 ORCL ORACLE CORP Technology 24,860.0 $3.7M 0.20% +1K +5.1% $147.11 +22.5%
94 FENY FIDELITY COVINGTON TRUST 106,107.0 $3.6M 0.20% $34.02 +0.3%
95 MA MASTERCARD INCORPORATED Financial Services 7,191.0 $3.6M 0.20% +100.0 +1.4% $499.65 -1.4%
96 BERKSHIRE HATHAWAY INC DEL 5.0 $3.6M 0.20% $718140.00
97 LRCX LAM RESEARCH CORP Technology 16,647.0 $3.6M 0.20% $213.67 +32.3%
98 XLV SELECT SECTOR SPDR TR 24,093.0 $3.5M 0.20% +2K +8.6% $146.61 +0.3%
99 DE DEERE & CO Industrials 6,230.0 $3.5M 0.20% +96.0 +1.6% $563.27 -2.2%
100 MBB ISHARES TR 36,707.0 $3.5M 0.20% +203.0 +0.6% $94.95 -1.9%
Page 5 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%