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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 7 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MDT MEDTRONIC PLC Healthcare 18,807.0 $1.5M 0.07% +2K +9.4% $78.23 +17.7%
122 BDX BECTON DICKINSON & CO Healthcare 9,553.0 $1.4M 0.07% +579.0 +6.5% $151.33 +19.5%
123 SPIB SPDR SERIES TRUST 43,144.0 $1.4M 0.07% +3K +6.3% $33.46 -1.0%
124 HSY HERSHEY CO Consumer Defensive 8,095.0 $1.4M 0.07% +113.0 +1.4% $175.44 +4.6%
125 IBDT ISHARES TR 56,027.0 $1.4M 0.07% +10K +23.0% $25.25 -0.2%
126 PRU PRUDENTIAL FINL INC Financial Services 13,098.0 $1.4M 0.07% +388.0 +3.0% $107.93 +15.4%
127 DHI D R HORTON INC Consumer Cyclical 8,594.0 $1.4M 0.07% +226.0 +2.7% $162.89 -10.6%
128 AVMC AMERICAN CENTY ETF TR 17,115.0 $1.4M 0.07% +710.0 +4.3% $80.25 +1.0%
129 IBDS ISHARES TR 56,668.0 $1.4M 0.07% +10K +21.5% $24.22 -0.1%
130 IBDU ISHARES TR 59,129.0 $1.4M 0.07% +11K +23.8% $23.16 -0.4%
131 USMV ISHARES TR 13,786.0 $1.3M 0.07% +135.0 +1.0% $96.46 +4.2%
132 INCY INCYTE CORP Healthcare 11,423.0 $1.3M 0.06% +614.0 +5.7% $113.36 +8.9%
133 PLTR PALANTIR TECHNOLOGIES INC Technology 11,087.0 $1.3M 0.06% +2K +21.6% $116.67 +47.0%
134 NVS NOVARTIS AG Healthcare 8,245.0 $1.3M 0.06% +78.0 +1.0% $156.72 -1.4%
135 BLK BLACKROCK INC Financial Services 1,330.0 $1.3M 0.06% +52.0 +4.1% $961.73 +20.0%
136 CGHM CAPITAL GRP FIXED INCM ETF T 48,908.0 $1.3M 0.06% +7K +17.8% $25.85 -1.9%
137 ACN ACCENTURE PLC IRELAND Technology 10,066.0 $1.3M 0.06% +1K +14.4% $124.44 +39.0%
138 IBDV ISHARES TR 57,447.0 $1.3M 0.06% +12K +26.6% $21.80 -0.8%
139 SYK STRYKER CORPORATION Healthcare 3,884.0 $1.2M 0.06% +99.0 +2.6% $314.80 +5.3%
140 INTU INTUIT Technology 4,615.0 $1.2M 0.06% +270.0 +6.2% $261.03 +34.2%
Page 7 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%