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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 12 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 POCT INNOVATOR ETFS TRUST 34,959.0 $1.6M 0.08% $46.41 +2.0%
222 IWF ISHARES TR 13,046.0 $1.6M 0.08% +10K +292.6% $124.17 -0.8%
223 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 13,157.0 $1.6M 0.08% -498.0 -3.6% $123.11 +28.7%
224 BIIB BIOGEN INC Healthcare 7,462.0 $1.6M 0.08% -187.0 -2.4% $216.06 +1.0%
225 NJR NEW JERSEY RES CORP Utilities 28,505.0 $1.6M 0.08% -289.0 -1.0% $56.04 -1.4%
226 PNOV INNOVATOR ETFS TRUST 35,893.0 $1.6M 0.08% $44.35 +2.3%
227 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,645.0 $1.6M 0.08% +19.0 +1.2% $965.25 -11.5%
228 MET METLIFE INC Financial Services 18,704.0 $1.6M 0.08% $84.61 +12.2%
229 WFC WELLS FARGO & CO Financial Services 19,025.0 $1.6M 0.08% $82.64 +4.3%
230 BX BLACKSTONE INC Financial Services 13,285.0 $1.6M 0.08% +176.0 +1.3% $117.67 +24.3%
231 NOCT INNOVATOR ETFS TRUST 24,886.0 $1.6M 0.08% -7K -21.9% $62.52 +1.6%
232 GPC GENUINE PARTS CO Consumer Cyclical 13,141.0 $1.6M 0.08% +699.0 +5.6% $117.98 +12.8%
233 CLX CLOROX CO DEL Consumer Defensive 16,138.0 $1.5M 0.07% +3K +26.7% $95.44 +12.0%
234 STZ CONSTELLATION BRANDS INC Consumer Defensive 11,021.0 $1.5M 0.07% -338.0 -3.0% $139.09 -5.5%
235 XLY SELECT SECTOR SPDR TR 13,024.0 $1.5M 0.07% $117.28 +1.1%
236 AVES AMERICAN CENTY ETF TR 23,070.0 $1.5M 0.07% +2K +8.4% $65.60 -0.6%
237 VUG VANGUARD INDEX FDS 17,534.0 $1.5M 0.07% +15K +502.8% $86.14 +2.5%
238 MGK VANGUARD WORLD FD 17,150.0 $1.5M 0.07% +13K +363.4% $87.91 +2.1%
239 XLK SELECT SECTOR SPDR TR 7,839.0 $1.5M 0.07% -2K -19.7% $190.52 -3.0%
240 SPGI S&P GLOBAL INC Financial Services 3,626.0 $1.5M 0.07% -42.0 -1.1% $407.26 +5.6%
Page 12 of 33  ·  644 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%