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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 7 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WMB WILLIAMS COS INC Energy 7,063.0 $525K 0.03% -168.0 -2.3% $74.34 +1.1%
122 XHB SPDR SERIES TRUST 4,470.0 $517K 0.03% -150.0 -3.2% $115.57 -8.3%
123 NWE NORTHWESTERN ENERGY GROUP IN Utilities 7,212.0 $517K 0.03% -44.0 -0.6% $71.62 -1.4%
124 DRSK ETF SER SOLUTIONS 17,740.0 $510K 0.03% -2K -8.0% $28.75 -0.9%
125 CHD CHURCH & DWIGHT CO INC Consumer Defensive 5,196.0 $503K 0.03% -541.0 -9.4% $96.87 +2.3%
126 DEO DIAGEO PLC Consumer Defensive 6,210.0 $499K 0.02% -1K -14.3% $80.37 +13.2%
127 ED CONSOLIDATED EDISON INC Utilities 4,320.0 $478K 0.02% -97.0 -2.2% $110.64 -1.3%
128 FDBC FIDELITY D & D BANCORP INC Financial Services 9,223.0 $474K 0.02% -2K -16.6% $51.42 +7.4%
129 APOS APOLLO GLOBAL MGMT INC Financial Services 3,856.0 $456K 0.02% -35.0 -0.9% $118.32 -78.5%
130 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,180.0 $456K 0.02% -259.0 -18.0% $386.59 +3.0%
131 FFC FLAHERTY & CRUMRIN PFD & INM Financial Services 28,015.0 $456K 0.02% -200.0 -0.7% $16.28 -0.4%
132 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,267.0 $455K 0.02% -34.0 -2.6% $358.96 -3.4%
133 ISHARES TR 19,740.0 $427K 0.02% -124.0 -0.6% $21.65
134 AVLV AMERICAN CENTY ETF TR 4,659.0 $425K 0.02% -204.0 -4.2% $91.20 +3.4%
135 MRSH MARSH & MCLENNAN COS INC Financial Services 2,543.0 $424K 0.02% -85.0 -3.2% $166.69 +11.8%
136 EOG EOG RES INC Energy 3,206.0 $416K 0.02% -20.0 -0.6% $129.75 +14.6%
137 CTAS CINTAS CORP Industrials 2,441.0 $415K 0.02% -198.0 -7.5% $170.09 +17.3%
138 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 36,697.0 $401K 0.02% -1K -3.7% $10.92 -7.1%
139 CGCP CAPITAL GRP FIXED INCM ETF T 17,752.0 $396K 0.02% -9K -33.8% $22.29 -1.3%
140 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,044.0 $388K 0.02% -316.0 -7.2% $95.99 +33.6%
Page 7 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%