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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 7 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 10,054.0 $2.9M 0.16% -439.0 -4.2% $290.48 +0.4%
122 WTRG ESSENTIAL UTILS INC Utilities 72,130.0 $2.9M 0.16% +655.0 +0.9% $40.27 -7.5%
123 ADBE ADOBE INC Technology 11,921.0 $2.9M 0.16% +3K +27.3% $243.08 +4.9%
124 QCOM QUALCOMM INC Technology 22,061.0 $2.8M 0.16% +771.0 +3.6% $128.78 +58.1%
125 VTV VANGUARD INDEX FDS 14,439.0 $2.8M 0.16% $196.20 +5.5%
126 SO SOUTHERN CO Utilities 29,238.0 $2.8M 0.16% +358.0 +1.2% $96.52 -2.9%
127 ROP ROPER TECHNOLOGIES INC Industrials 7,857.0 $2.8M 0.15% +2K +26.3% $353.84 -6.5%
128 SCHD SCHWAB STRATEGIC TR 90,366.0 $2.8M 0.15% -3K -3.7% $30.68 +4.6%
129 MMM 3M CO Industrials 19,083.0 $2.8M 0.15% -126.0 -0.7% $145.23 +5.0%
130 XLI SELECT SECTOR SPDR TR 16,908.0 $2.7M 0.15% +250.0 +1.5% $161.73 +4.3%
131 LOW LOWES COS INC Consumer Cyclical 11,421.0 $2.7M 0.15% +727.0 +6.8% $236.28 -7.7%
132 TXN TEXAS INSTRS INC Technology 13,778.0 $2.7M 0.15% -444.0 -3.1% $194.15 +54.8%
133 IEFA ISHARES TR 29,408.0 $2.7M 0.15% $90.53 +5.3%
134 BBUS J P MORGAN EXCHANGE TRADED F 22,653.0 $2.7M 0.15% +1K +6.1% $117.18 +12.8%
135 AVIV AMERICAN CENTY ETF TR 35,069.0 $2.6M 0.15% +5K +14.9% $74.83 +4.3%
136 C CITIGROUP INC Financial Services 22,648.0 $2.6M 0.14% +958.0 +4.4% $113.41 +5.8%
137 VXF VANGUARD INDEX FDS 12,455.0 $2.6M 0.14% +113.0 +0.9% $205.80 +8.0%
138 UPS UNITED PARCEL SVCS INC Industrials 26,048.0 $2.6M 0.14% -1K -5.0% $98.38 -2.9%
139 UNP UNION PAC CORP Industrials 10,492.0 $2.5M 0.14% +288.0 +2.8% $242.62 +13.4%
140 AWK AMERICAN WTR WKS CO INC NEW Utilities 18,694.0 $2.5M 0.14% +154.0 +0.8% $136.09 -8.8%
Page 7 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%