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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 6 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SMH VANECK ETF TRUST 1,084.0 $711K 0.04% -423.0 -28.1% $655.96 -13.1%
102 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 6,438.0 $694K 0.03% -152.0 -2.3% $107.77 +5.0%
103 MPC MARATHON PETE CORP Energy 2,626.0 $671K 0.03% -60.0 -2.2% $255.68 +43.2%
104 FTCS FIRST TR EXCHANGE-TRADED ALP 6,959.0 $654K 0.03% -447.0 -6.0% $93.92 +7.4%
105 SPYG SPDR SERIES TRUST 5,426.0 $646K 0.03% -449.0 -7.6% $118.98 +1.6%
106 SPYV SPDR SERIES TRUST 10,358.0 $630K 0.03% -687.0 -6.2% $60.79 +4.3%
107 FCX FREEPORT MCMORAN INC Basic Materials 9,973.0 $627K 0.03% -613.0 -5.8% $62.89 +5.4%
108 JCI JOHNSON CONTROLS INTERNATION Industrials 4,246.0 $620K 0.03% -589.0 -12.2% $146.10 +2.5%
109 VBK VANGUARD INDEX FDS 1,694.0 $619K 0.03% -19.0 -1.1% $365.60 -2.0%
110 PAUG INNOVATOR ETFS TRUST 12,903.0 $589K 0.03% -614.0 -4.5% $45.64 +2.1%
111 GSK GSK PLC Healthcare 10,959.0 $574K 0.03% -188.0 -1.7% $52.42 -2.4%
112 O REALTY INCOME CORP Real Estate 9,222.0 $571K 0.03% -94.0 -1.0% $61.96 +0.4%
113 VCIT VANGUARD SCOTTSDALE FDS 6,837.0 $565K 0.03% -1K -17.6% $82.65 -1.9%
114 BEPC BROOKFIELD RENEWABLE CORP Utilities 15,210.0 $565K 0.03% -110.0 -0.7% $37.12 -9.7%
115 DG DOLLAR GEN CORP Consumer Defensive 4,867.0 $560K 0.03% -43.0 -0.9% $115.12 +5.0%
116 SDY SPDR SERIES TRUST 3,671.0 $559K 0.03% -133.0 -3.5% $152.19 +3.6%
117 TROW PRICE T ROWE GROUP INC Financial Services 4,854.0 $552K 0.03% -296.0 -5.8% $113.69 -3.0%
118 VOE VANGUARD INDEX FDS 2,784.0 $550K 0.03% -40.0 -1.4% $197.57 +5.8%
119 VEU VANGUARD INTL EQUITY INDEX F 6,554.0 $549K 0.03% -182.0 -2.7% $83.74 +0.8%
120 INOD INNODATA INC Technology 7,001.0 $529K 0.03% -550.0 -7.3% $75.58 -18.5%
Page 6 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%