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Portfolio (Quarterly) Guide ↗

Jacobi Capital Management LLC

· CIK 0001689646
13F Portfolio $2.0B AUM 644 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 284 Added 182 Reduced 28 Exited
Page 12 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IDA IDACORP INC Utilities 3,691.0 $558K 0.03% +147.0 +4.2% $151.29 -5.9%
222 PH PARKER-HANNIFIN CORP Industrials 552.0 $539K 0.03% +91.0 +19.7% $977.33 +6.3%
223 ISRG INTUITIVE SURGICAL INC Healthcare 1,356.0 $539K 0.03% +783.0 +136.7% $397.68 +0.6%
224 DFNM DIMENSIONAL ETF TRUST 10,872.0 $525K 0.03% +77.0 +0.7% $48.33 -1.4%
225 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 13,280.0 $514K 0.03% +3K +28.9% $38.73 +53.0%
226 NUV NUVEEN MUN VALUE FD INC Financial Services 55,319.0 $510K 0.03% +2K +3.6% $9.22 -2.3%
227 ADI ANALOG DEVICES INC Technology 1,279.0 $508K 0.03% +284.0 +28.5% $397.19 -6.1%
228 UNILEVER PLC 8,355.0 $502K 0.03% +305.0 +3.8% $60.12
229 PAYX PAYCHEX INC Industrials 5,065.0 $498K 0.02% +297.0 +6.2% $98.34 +24.1%
230 CGBL CAPITAL GROUP CORE BALANCED 13,072.0 $496K 0.02% +910.0 +7.5% $37.96 +0.6%
231 CME CME GROUP INC Financial Services 2,106.0 $465K 0.02% +83.0 +4.1% $220.82 +21.6%
232 FISV FISERV INC Technology 9,425.0 $462K 0.02% +413.0 +4.6% $49.05 +6.6%
233 RUNN STRATEGIC TRUST 14,081.0 $456K 0.02% +368.0 +2.7% $32.40 +8.8%
234 BSCY INVESCO EXCH TRD SLF IDX FD 22,055.0 $456K 0.02% +8K +54.6% $20.67 -1.2%
235 ISHARES TR 20,088.0 $449K 0.02% +128.0 +0.6% $22.37
236 XMLV INVESCO DB COMMDY INDX TRCK 6,597.0 $438K 0.02% +47.0 +0.7% $66.33 +3.3%
237 MKC MCCORMICK & CO INC Consumer Defensive 8,457.0 $426K 0.02% +151.0 +1.8% $50.42 +11.2%
238 XYL XYLEM INC Industrials 3,583.0 $424K 0.02% +94.0 +2.7% $118.22 -2.7%
239 ISHARES TR 18,837.0 $417K 0.02% +114.0 +0.6% $22.14
240 DFCF DIMENSIONAL ETF TRUST 9,865.0 $416K 0.02% +64.0 +0.7% $42.21 -1.4%
Page 12 of 15  ·  284 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 43.0%
Technology 18.2%
Industrials 8.4%
Healthcare 7.6%
Consumer Defensive 5.4%
Communication Services 5.1%
Consumer Cyclical 4.1%
Utilities 3.4%
Energy 2.9%
Basic Materials 1.3%