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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 9 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ENB ENBRIDGE INC Energy 39,271.0 $2.1M 0.12% -387.0 -1.0% $54.14 +5.7%
162 PSX PHILLIPS 66 Energy 11,642.0 $2.1M 0.12% $182.18 +0.7%
163 XLF SELECT SECTOR SPDR TR 42,944.0 $2.1M 0.12% +866.0 +2.1% $49.37 +3.0%
164 CRM SALESFORCE INC Technology 11,356.0 $2.1M 0.12% +2K +24.2% $186.67 -7.0%
165 ET ENERGY TRANSFER L P Energy 108,249.0 $2.1M 0.12% -1K -1.1% $19.30 +7.1%
166 BALT INNOVATOR ETFS TRUST 62,155.0 $2.1M 0.12% NEW $33.47 +1.8%
167 CVS CVS HEALTH CORP Healthcare 28,733.0 $2.1M 0.12% -179.0 -0.6% $71.82 +33.2%
168 XLE SELECT SECTOR SPDR TR 33,172.0 $2.0M 0.11% +1K +3.3% $61.26 +0.6%
169 MCK MCKESSON CORP Healthcare 2,256.0 $2.0M 0.11% +178.0 +8.6% $865.16 -12.6%
170 TJX TJX COS INC NEW Consumer Cyclical 12,220.0 $2.0M 0.11% +358.0 +3.0% $159.69 -0.7%
171 XLP SELECT SECTOR SPDR TR 23,742.0 $1.9M 0.11% +2K +11.7% $81.98 +4.3%
172 UNH UNITEDHEALTH GROUP INC Healthcare 7,182.0 $1.9M 0.11% +610.0 +9.3% $270.59 +43.8%
173 CSX CSX CORP Industrials 47,022.0 $1.9M 0.11% $41.05 +12.8%
174 PJUL INNOVATOR ETFS TRUST 41,688.0 $1.9M 0.11% $45.97 +5.0%
175 SMDV PROSHARES TR 27,775.0 $1.9M 0.11% $68.79 +2.4%
176 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 23,531.0 $1.9M 0.11% +762.0 +3.4% $80.95 -3.7%
177 LIN LINDE PLC Basic Materials 3,831.0 $1.9M 0.11% +27.0 +0.7% $495.82 +1.9%
178 AVUV AMERICAN CENTY ETF TR 17,012.0 $1.9M 0.10% +2K +10.0% $110.47 +6.5%
179 INTU INTUIT Technology 4,345.0 $1.9M 0.10% +701.0 +19.2% $432.39 -12.2%
180 AMP AMERIPRISE FINL INC Financial Services 4,196.0 $1.9M 0.10% +187.0 +4.7% $444.41 +3.3%
Page 9 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%