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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 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 Q QNITY ELECTRONICS INC Technology 11,362.0 $1.9M 0.09% -121.0 -1.1% $163.32 -18.7%
62 BA BOEING CO Industrials 8,370.0 $1.8M 0.09% -82.0 -1.0% $216.48 +3.8%
63 PPA INVESCO EXCHANGE TRADED FD T 9,967.0 $1.8M 0.09% -167.0 -1.6% $176.66 +3.5%
64 PPG PPG INDS INC Basic Materials 14,311.0 $1.7M 0.09% -384.0 -2.6% $121.29 -6.9%
65 CRM SALESFORCE INC Technology 10,635.0 $1.7M 0.08% -721.0 -6.3% $156.66 +26.3%
66 CIBR FIRST TR EXCHANGE-TRADED FD 18,095.0 $1.6M 0.08% -293.0 -1.6% $89.85 +8.7%
67 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 13,157.0 $1.6M 0.08% -498.0 -3.6% $123.11 +27.8%
68 BIIB BIOGEN INC Healthcare 7,462.0 $1.6M 0.08% -187.0 -2.4% $216.06 -1.5%
69 NJR NEW JERSEY RES CORP Utilities 28,505.0 $1.6M 0.08% -289.0 -1.0% $56.04 +0.2%
70 NOCT INNOVATOR ETFS TRUST 24,886.0 $1.6M 0.08% -7K -21.9% $62.52 +1.6%
71 STZ CONSTELLATION BRANDS INC Consumer Defensive 11,021.0 $1.5M 0.07% -338.0 -3.0% $139.09 -5.5%
72 XLK SELECT SECTOR SPDR TR 7,839.0 $1.5M 0.07% -2K -19.7% $190.52 -2.6%
73 SPGI S&P GLOBAL INC Financial Services 3,626.0 $1.5M 0.07% -42.0 -1.1% $407.26 +3.0%
74 GEV GE VERNOVA INC Utilities 1,251.0 $1.5M 0.07% -393.0 -23.9% $1174.68 -13.5%
75 ALB ALBEMARLE CORP Basic Materials 10,883.0 $1.5M 0.07% -1K -11.4% $135.03 -2.1%
76 DIA STATE STR SPDR DOW JONES IND Financial Services 2,702.0 $1.4M 0.07% -197.0 -6.8% $522.45 +2.1%
77 PFF ISHARES TR 45,683.0 $1.4M 0.07% -3K -5.7% $30.49 +0.1%
78 CTVA CORTEVA INC Basic Materials 15,871.0 $1.3M 0.07% -135.0 -0.8% $84.69 -8.5%
79 USB US BANCORP Financial Services 22,158.0 $1.3M 0.07% -163.0 -0.7% $60.40 +6.5%
80 IWD ISHARES TR 5,430.0 $1.3M 0.06% -53.0 -1.0% $242.42 +6.2%
Page 4 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%