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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 4 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VTV VANGUARD INDEX FDS 15,372.0 $3.3M 0.16% +933.0 +6.5% $217.93 +3.9%
62 LQD ISHARES TR 30,546.0 $3.3M 0.16% +2K +6.5% $109.07 -3.0%
63 BBUS J P MORGAN EXCHANGE TRADED F 24,145.0 $3.3M 0.16% +1K +6.6% $134.72 +2.8%
64 IEFA ISHARES TR 32,403.0 $3.1M 0.15% +3K +10.2% $96.58 +3.4%
65 AVIV AMERICAN CENTY ETF TR 37,913.0 $2.9M 0.14% +3K +8.1% $77.42 +6.5%
66 TRV TRANSUNION Financial Services 8,885.0 $2.9M 0.14% +188.0 +2.2% $330.13 +11.5%
67 ABT ABBOTT LABORATORIES Healthcare 31,980.0 $2.9M 0.14% +7K +29.7% $90.74 +24.2%
68 WTRG ESSENTIAL UTILS INC Utilities 73,144.0 $2.8M 0.14% +1K +1.4% $38.31 +5.3%
69 SPSB SPDR SERIES TRUST 92,690.0 $2.8M 0.14% +13K +16.7% $30.01 -0.2%
70 CGGO CAPITAL GROUP GBL GROWTH EQT 64,138.0 $2.7M 0.13% +19K +42.6% $42.33 -4.1%
71 SDVY FIRST TR EXCHANGE TRADED FD 62,774.0 $2.7M 0.13% +7K +13.2% $43.14 +2.4%
72 IEI ISHARES TR 22,620.0 $2.7M 0.13% +3K +16.0% $117.45 -0.7%
73 NSC NORFOLK SOUTHN CORP Industrials 8,404.0 $2.6M 0.13% +71.0 +0.8% $314.59 +7.7%
74 LOW LOWES COS INC Consumer Cyclical 11,820.0 $2.6M 0.13% +399.0 +3.5% $220.49 -2.2%
75 STT STATE STR CORP Financial Services 14,534.0 $2.5M 0.12% +111.0 +0.8% $169.59 +13.1%
76 ADBE ADOBE INC Technology 12,010.0 $2.5M 0.12% +89.0 +0.8% $205.02 +28.3%
77 SPTI SPDR SERIES TRUST 86,652.0 $2.5M 0.12% +10K +12.5% $28.39 -1.0%
78 CGMS CAPITAL GRP FIXED INCM ETF T 87,259.0 $2.4M 0.12% +1K +1.6% $27.33 -0.7%
79 MAR MARRIOTT INTL INC NEW Consumer Cyclical 6,393.0 $2.4M 0.12% +3K +67.7% $370.58 -3.6%
80 XLF SELECT SECTOR SPDR TR 44,081.0 $2.4M 0.12% +1K +2.6% $53.61 +7.9%
Page 4 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%