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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 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PM PHILIP MORRIS INTL INC Consumer Defensive 18,046.0 $3.3M 0.16% -214.0 -1.2% $180.91 +3.9%
42 DELL DELL TECHNOLOGIES INC Technology 7,534.0 $3.3M 0.16% -677.0 -8.2% $431.47 +7.2%
43 PFE PFIZER INC Healthcare 133,653.0 $3.2M 0.16% -2K -1.5% $24.08 +13.1%
44 C CITIGROUP INC Financial Services 22,422.0 $3.1M 0.15% -226.0 -1.0% $139.96 -1.9%
45 MMM 3M CO Industrials 18,825.0 $3.0M 0.15% -258.0 -1.4% $161.91 +11.6%
46 GD GENERAL DYNAMICS CORP Industrials 8,342.0 $3.0M 0.14% -248.0 -2.9% $354.26 +11.3%
47 CVS CVS HEALTH CORP Healthcare 28,525.0 $3.0M 0.14% -208.0 -0.7% $103.45 -8.5%
48 GILD GILEAD SCIENCES INC Healthcare 23,324.0 $2.9M 0.14% -174.0 -0.7% $126.34 +13.3%
49 SCHD SCHWAB STRATEGIC TR 88,723.0 $2.8M 0.14% -2K -1.8% $31.71 +9.0%
50 SO SOUTHERN CO Utilities 28,766.0 $2.8M 0.14% -472.0 -1.6% $95.71 -3.5%
51 UNH UNITEDHEALTH GROUP INC Healthcare 6,425.0 $2.7M 0.13% -757.0 -10.5% $415.64 -4.8%
52 PDEC INNOVATOR ETFS TRUST 52,956.0 $2.4M 0.12% -1K -2.0% $45.89 +2.0%
53 GLW CORNING INC Technology 8,792.0 $2.2M 0.11% -1K -10.8% $255.43 -37.2%
54 VCSH VANGUARD SCOTTSDALE FDS 28,175.0 $2.2M 0.11% -3K -8.3% $79.03 -0.5%
55 CSX CSX CORP Industrials 46,786.0 $2.2M 0.11% -236.0 -0.5% $47.53 +5.8%
56 TOTL SSGA ACTIVE ETF TR 54,023.0 $2.1M 0.10% -2K -3.9% $39.47 -1.6%
57 ENB ENBRIDGE INC Energy 38,939.0 $2.1M 0.10% -332.0 -0.8% $54.21 -5.5%
58 SBUX STARBUCKS CORP Consumer Cyclical 19,427.0 $2.0M 0.10% -524.0 -2.6% $102.19 +4.8%
59 QTEC FIRST TR EXCHANGE-TRADED FD 5,915.0 $2.0M 0.10% -79.0 -1.3% $334.66 -5.2%
60 LIN LINDE PLC Basic Materials 3,638.0 $1.9M 0.09% -193.0 -5.0% $519.00 -7.4%
Page 3 of 10  ·  182 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%