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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 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 GDX VANECK ETF TRUST 2,367 $217K 0.01% SOLD
22 OXY OCCIDENTAL PETE CORP Energy 3,228 $210K 0.01% SOLD
23 NEBIUS GROUP N.V. 2,014 $209K 0.01% SOLD
24 HAL HALLIBURTON CO Energy 5,311 $207K 0.01% SOLD
25 NET CLOUDFLARE INC Technology 987 $204K 0.01% SOLD
26 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 2,607 $203K 0.01% SOLD
27 BLOCK INC 3,374 $203K 0.01% SOLD
28 TGB TASEKO MINES LTD Basic Materials 23,425 $151K 0.01% SOLD
Page 2 of 2  ·  28 positions
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%