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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 6 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TSLA TESLA INC Consumer Cyclical 9,316.0 $3.5M 0.19% +494.0 +5.6% $371.75 +8.0%
102 SPSM SPDR SERIES TRUST 71,536.0 $3.5M 0.19% +6K +8.5% $48.32 +7.2%
103 IJR ISHARES TR 27,678.0 $3.4M 0.19% +313.0 +1.1% $124.31 +7.6%
104 DIS DISNEY WALT CO Communication Services 35,673.0 $3.4M 0.19% +522.0 +1.5% $96.38 +6.2%
105 CGDV CAPITAL GROUP DIVIDEND VALUE 79,932.0 $3.4M 0.19% +3K +3.6% $42.54 +11.7%
106 AXP AMERICAN EXPRESS CO Financial Services 11,221.0 $3.4M 0.19% -67.0 -0.6% $302.46 +2.5%
107 JPEM J P MORGAN EXCHANGE TRADED F 54,393.0 $3.4M 0.19% +6K +12.7% $62.13 +2.9%
108 PRF INVESCO EXCHANGE TRADED FD T 70,478.0 $3.3M 0.19% $47.53 +10.1%
109 GILD GILEAD SCIENCES INC Healthcare 23,498.0 $3.3M 0.18% +321.0 +1.4% $139.37 -5.7%
110 HD HOME DEPOT INC Consumer Cyclical 9,572.0 $3.1M 0.18% +236.0 +2.5% $328.89 -8.1%
111 EMR EMERSON ELEC CO Industrials 24,006.0 $3.1M 0.18% -967.0 -3.9% $131.02 +1.2%
112 ASML ASML HLDG NV Technology 2,381.0 $3.1M 0.18% $1320.96 +11.4%
113 PSEP INNOVATOR ETFS TRUST 72,842.0 $3.1M 0.17% $43.06 +5.7%
114 LQD ISHARES TR 28,684.0 $3.1M 0.17% +354.0 +1.2% $108.99 -1.6%
115 CGDG CAPITAL GROUP DIVIDEND GROWE 85,521.0 $3.1M 0.17% +6K +7.4% $35.90 +3.9%
116 T AT&T INC Communication Services 104,301.0 $3.0M 0.17% +2K +1.6% $28.99 -14.3%
117 PM PHILIP MORRIS INTL INC Consumer Defensive 18,260.0 $3.0M 0.17% +245.0 +1.4% $165.34 +16.6%
118 JPIB J P MORGAN EXCHANGE TRADED F 62,972.0 $3.0M 0.17% +8K +15.1% $47.82 -0.5%
119 ETN EATON CORP PLC Industrials 8,376.0 $3.0M 0.17% -46.0 -0.6% $357.67 +5.0%
120 GD GENERAL DYNAMICS CORP Industrials 8,590.0 $2.9M 0.17% +325.0 +3.9% $343.23 -0.8%
Page 6 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%