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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  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBDZ ISHARES TR 11,096.0 $289K 0.01% NEW $26.05 -2.0%
22 SGOV ISHARES TR 2,852.0 $287K 0.01% NEW $100.67 -0.1%
23 WDC WESTERN DIGITAL CORP Technology 427.0 $273K 0.01% NEW $639.31 -22.4%
24 ARTY ISHARES TR 3,462.0 $264K 0.01% NEW $76.17 -3.4%
25 ALAB ASTERA LABS INC Technology 535.0 $258K 0.01% NEW $483.02 -37.2%
26 JEPI J P MORGAN EXCHANGE TRADED F 4,461.0 $252K 0.01% NEW $56.48 +2.4%
27 FEDEX FGHT HLDG CO INC 1,616.0 $244K 0.01% NEW $151.00
28 MELI MERCADOLIBRE INC Consumer Cyclical 143.0 $243K 0.01% NEW $1697.40 +4.8%
29 VPU VANGUARD WORLD FD 1,207.0 $236K 0.01% NEW $195.69 -2.8%
30 XSMO INVESCO EXCHANGE TRADED FD T 2,506.0 $235K 0.01% NEW $93.64 -6.3%
31 RDVY FIRST TR EXCHANGE TRADED FD 2,847.0 $231K 0.01% NEW $81.06 +2.2%
32 ESS ESSEX PPTY TR INC Real Estate 790.0 $230K 0.01% NEW $291.70 -2.7%
33 AME AMETEK INC Industrials 945.0 $229K 0.01% NEW $242.06 +3.3%
34 CORPAY INC 676.0 $225K 0.01% NEW $333.27
35 IUSG ISHARES TR 1,164.0 $219K 0.01% NEW $188.13 +1.5%
36 VOT VANGUARD INDEX FDS 704.0 $216K 0.01% NEW $306.26 +0.1%
37 EEMV ISHARES INC 2,839.0 $214K 0.01% NEW $75.27 -1.3%
38 CPB THE CAMPBELLS COMPANY Consumer Defensive 9,576.0 $213K 0.01% NEW $22.27 +2.7%
39 VPLS VANGUARD MALVERN FDS 2,619.0 $203K 0.01% NEW $77.59 -1.7%
40 TREKOR METALS LTD 23,425.0 $161K 0.01% NEW $6.88
Page 2 of 2  ·  40 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%