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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 3 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPMD SPDR SERIES TRUST 70,343.0 $4.8M 0.23% +8K +13.3% $67.56 +0.2%
42 WM WASTE MGMT INC DEL Industrials 21,294.0 $4.7M 0.23% +449.0 +2.1% $222.88 +0.3%
43 BTT BLACKROCK MUN TARGET TERM TR Financial Services 208,040.0 $4.7M 0.23% +3K +1.5% $22.75 -0.7%
44 DFAS DIMENSIONAL ETF TRUST 55,354.0 $4.6M 0.22% +3K +5.9% $82.34 +0.9%
45 VIG VANGUARD SPECIALIZED FUNDS 18,355.0 $4.3M 0.21% +1K +6.0% $236.62 +3.3%
46 MA MASTERCARD INCORPORATED Financial Services 8,329.0 $4.3M 0.21% +1K +15.8% $513.59 +11.8%
47 SPSM SPDR SERIES TRUST 74,053.0 $4.3M 0.21% +3K +3.5% $57.67 -0.4%
48 JMUB J P MORGAN EXCHANGE TRADED F 83,700.0 $4.2M 0.21% +4K +5.0% $50.65 -1.9%
49 CGDG CAPITAL GROUP DIVIDEND GROWE 112,322.0 $4.2M 0.21% +27K +31.3% $37.51 +3.0%
50 IJR ISHARES TR 27,824.0 $4.1M 0.20% +146.0 +0.5% $148.31 -0.4%
51 PRF INVESCO EXCHANGE TRADED FD T 74,919.0 $4.0M 0.20% +4K +6.3% $54.03 +3.7%
52 XLV SELECT SECTOR SPDR TR 25,256.0 $4.0M 0.20% +1K +4.8% $158.66 +7.0%
53 DE DEERE & CO Industrials 6,272.0 $4.0M 0.20% +42.0 +0.7% $634.34 -7.2%
54 PPL PPL CORP Utilities 103,973.0 $3.8M 0.18% +651.0 +0.6% $36.35 -2.0%
55 ORCL ORACLE CORP Technology 25,538.0 $3.7M 0.18% +678.0 +2.7% $146.55 -2.6%
56 MBB ISHARES TR 39,383.0 $3.7M 0.18% +3K +7.3% $94.52 -1.5%
57 JPEM J P MORGAN EXCHANGE TRADED F 59,240.0 $3.7M 0.18% +5K +8.9% $62.78 +3.2%
58 ETN EATON CORP PLC Industrials 8,571.0 $3.7M 0.18% +195.0 +2.3% $426.08 +1.2%
59 HD HOME DEPOT INC Consumer Cyclical 10,223.0 $3.6M 0.18% +651.0 +6.8% $352.67 -4.3%
60 JPIB J P MORGAN EXCHANGE TRADED F 71,463.0 $3.5M 0.17% +8K +13.5% $48.35 -1.1%
Page 3 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%