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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 14 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GPIQ GOLDMAN SACHS ETF TR 5,739.0 $340K 0.02% +975.0 +20.5% $59.31 -4.0%
262 PUTNAM ETF TRUST 38,777.0 $340K 0.02% +758.0 +2.0% $8.76
263 NMI NUVEEN MUN INCOME FD INC Financial Services 27,374.0 $302K 0.01% +1K +4.5% $11.02 -4.9%
264 DVY ISHARES TR 1,917.0 $300K 0.01% +553.0 +40.5% $156.27 +6.8%
265 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 5,681.0 $299K 0.01% +314.0 +5.8% $52.65 +27.7%
266 IBTP ISHARES TR 11,472.0 $291K 0.01% +91.0 +0.8% $25.38 -1.2%
267 TSCO TRACTOR SUPPLY CO Consumer Cyclical 8,602.0 $272K 0.01% +273.0 +3.3% $31.61 +12.8%
268 DFIV DIMENSIONAL ETF TRUST 4,971.0 $269K 0.01% +38.0 +0.8% $54.02 +7.5%
269 INGR INGREDION INC Consumer Defensive 2,749.0 $260K 0.01% +241.0 +9.6% $94.71 +13.5%
270 SCHW SCHWAB CHARLES CORP Financial Services 2,767.0 $255K 0.01% +197.0 +7.7% $92.27 +21.1%
271 PREF PRINCIPAL EXCHANGE TRADED FD 12,953.0 $247K 0.01% +171.0 +1.3% $19.06 -1.3%
272 SLV ISHARES SILVER TR Financial Services 4,513.0 $241K 0.01% +1K +34.2% $53.47 +10.0%
273 WDAY WORKDAY INC Technology 1,907.0 $233K 0.01% +203.0 +11.9% $122.42 +59.7%
274 SNPS SYNOPSYS INC Technology 519.0 $232K 0.01% +5.0 +1.0% $446.41 -9.4%
275 NWBI NORTHWEST BANCSHARES INC Financial Services 15,250.0 $231K 0.01% +588.0 +4.0% $15.16 +3.1%
276 ETB EATON VANCE TAX MNGED BUY WR Financial Services 14,566.0 $226K 0.01% +239.0 +1.7% $15.54 +0.1%
277 SNY SANOFI SA Healthcare 5,256.0 $224K 0.01% +571.0 +12.2% $42.66 +7.4%
278 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 26,550.0 $209K 0.01% +2K +8.5% $7.88 -3.4%
279 LPLA LPL FINL HLDGS INC Financial Services 732.0 $206K 0.01% +50.0 +7.3% $281.69 +31.7%
280 FPEI FIRST TR EXCH TRADED FD III 10,305.0 $199K 0.01% +73.0 +0.7% $19.29 -0.9%
Page 14 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%