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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 13 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GPIX GOLDMAN SACHS ETF TR 7,488.0 $416K 0.02% +869.0 +13.1% $55.57 +1.0%
242 BEN FRANKLIN RESOURCES INC Financial Services 12,503.0 $416K 0.02% +162.0 +1.3% $33.27 +2.2%
243 ISHARES TR 21,284.0 $416K 0.02% +131.0 +0.6% $19.54
244 FMHI FIRST TR EXCH TRADED FD III 8,417.0 $408K 0.02% +4K +78.0% $48.49 -2.0%
245 ISHARES TR 19,803.0 $400K 0.02% +133.0 +0.7% $20.19
246 ISHARES TR 17,574.0 $399K 0.02% +118.0 +0.7% $22.69
247 IBTO ISHARES TR 16,454.0 $397K 0.02% +114.0 +0.7% $24.13 -1.4%
248 IMCG ISHARES TR 4,021.0 $395K 0.02% +69.0 +1.8% $98.30 +0.1%
249 GSEW GOLDMAN SACHS ETF TR 4,114.0 $388K 0.02% +832.0 +25.4% $94.42 +3.6%
250 DNP DNP SELECT INCOME FD INC Financial Services 35,100.0 $379K 0.02% +306.0 +0.9% $10.79 +1.2%
251 KMI KINDER MORGAN INC DEL Energy 11,840.0 $379K 0.02% +63.0 +0.5% $31.97 +2.8%
252 CINF CINCINNATI FINL CORP Financial Services 2,014.0 $373K 0.02% +56.0 +2.9% $185.16 -7.5%
253 EMN EASTMAN CHEM CO Basic Materials 5,544.0 $371K 0.02% +343.0 +6.6% $66.98 +9.0%
254 MDXG MIMEDX GROUP INC Healthcare 95,550.0 $368K 0.02% +3K +3.2% $3.85 +12.7%
255 KNG FIRST TR EXCHANGE-TRADED FD 7,181.0 $363K 0.02% +113.0 +1.6% $50.50 +2.5%
256 EQT EQT CORP Energy 6,651.0 $354K 0.02% +1K +20.8% $53.17 -0.1%
257 EFA ISHARES TR 3,400.0 $353K 0.02% +29.0 +0.9% $103.88 +3.3%
258 GLPI GAMING & LEISURE P Real Estate 7,869.0 $350K 0.02% +131.0 +1.7% $44.53 -5.5%
259 CGGR CAPITAL GROUP GROWTH ETF 7,286.0 $344K 0.02% +339.0 +4.9% $47.20 -2.0%
260 AVEM AMERICAN CENTY ETF TR 3,528.0 $340K 0.02% +20.0 +0.6% $96.50 -4.6%
Page 13 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%