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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 8 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TRV TRAVELERS COMPANIES INC Financial Services 8,697.0 $2.5M 0.14% +236.0 +2.8% $291.67 +4.0%
142 ABT ABBOTT LABORATORIES Healthcare 24,654.0 $2.5M 0.14% +2K +7.8% $102.67 -15.0%
143 VCSH VANGUARD SCOTTSDALE FDS 30,733.0 $2.4M 0.14% -1K -3.9% $79.27 -0.7%
144 NSC NORFOLK SOUTHN CORP Industrials 8,333.0 $2.4M 0.13% +70.0 +0.8% $286.99 +10.7%
145 SPSB SPDR SERIES TRUST 79,414.0 $2.4M 0.13% +9K +13.2% $30.07 -0.4%
146 CGMS CAPITAL GRP FIXED INCM ETF T 85,923.0 $2.3M 0.13% +925.0 +1.1% $27.23 +0.2%
147 GM GENERAL MTRS CO Consumer Cyclical 31,376.0 $2.3M 0.13% $74.50 -1.3%
148 IEI ISHARES TR 19,496.0 $2.3M 0.13% +558.0 +3.0% $118.60 -1.6%
149 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 6,813.0 $2.3M 0.13% $337.96 +17.9%
150 PDEC INNOVATOR ETFS TRUST 54,066.0 $2.3M 0.13% -9K -14.1% $42.50 +6.8%
151 MU MICRON TECHNOLOGY INC Technology 6,772.0 $2.3M 0.13% +314.0 +4.9% $337.84 +114.2%
152 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,576.0 $2.2M 0.13% $491.52 -10.3%
153 TOTL SSGA ACTIVE ETF TR 56,201.0 $2.2M 0.12% $39.73 -1.7%
154 SPTI SPDR SERIES TRUST 77,012.0 $2.2M 0.12% +9K +13.7% $28.66 -1.8%
155 ALB ALBEMARLE CORP Basic Materials 12,285.0 $2.2M 0.12% -1K -8.7% $179.53 -6.2%
156 ITW ILLINOIS TOOL WKS INC Industrials 8,410.0 $2.2M 0.12% -149.0 -1.7% $260.30 -5.9%
157 SDVY FIRST TR EXCHANGE TRADED FD 55,481.0 $2.2M 0.12% +2K +3.6% $39.43 +3.1%
158 DRI DARDEN RESTAURANTS INC Consumer Cyclical 11,086.0 $2.2M 0.12% +493.0 +4.7% $196.04 -1.8%
159 CGSM CAPITAL GRP FIXED INCM ETF T 81,883.0 $2.2M 0.12% +5K +6.4% $26.28 -0.2%
160 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 13,655.0 $2.1M 0.12% +344.0 +2.6% $157.28 -3.0%
Page 8 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%