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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 13 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MDT MEDTRONIC PLC Healthcare 18,807.0 $1.5M 0.07% +2K +9.4% $78.23 +17.7%
242 GEV GE VERNOVA INC Utilities 1,251.0 $1.5M 0.07% -393.0 -23.9% $1174.68 -14.5%
243 ALB ALBEMARLE CORP Basic Materials 10,883.0 $1.5M 0.07% -1K -11.4% $135.03 -1.7%
244 IAU ISHARES GOLD TR Financial Services 19,162.0 $1.4M 0.07% $75.51 +8.2%
245 BDX BECTON DICKINSON & CO Healthcare 9,553.0 $1.4M 0.07% +579.0 +6.5% $151.33 +19.5%
246 SPIB SPDR SERIES TRUST 43,144.0 $1.4M 0.07% +3K +6.3% $33.46 -1.0%
247 SPACE EXPLORATION TECHN CORP 8,325.0 $1.4M 0.07% NEW $170.86
248 FXO FIRST TR EXCHANGE-TRADED FD 22,764.0 $1.4M 0.07% $62.46 +6.0%
249 HSY HERSHEY CO Consumer Defensive 8,095.0 $1.4M 0.07% +113.0 +1.4% $175.44 +4.6%
250 IBDT ISHARES TR 56,027.0 $1.4M 0.07% +10K +23.0% $25.25 -0.2%
251 PRU PRUDENTIAL FINL INC Financial Services 13,098.0 $1.4M 0.07% +388.0 +3.0% $107.93 +15.4%
252 DIA STATE STR SPDR DOW JONES IND Financial Services 2,702.0 $1.4M 0.07% -197.0 -6.8% $522.45 +2.0%
253 AMT AMERICAN TOWER CORP Real Estate 8,574.0 $1.4M 0.07% $163.58 +5.3%
254 DHI D R HORTON INC Consumer Cyclical 8,594.0 $1.4M 0.07% +226.0 +2.7% $162.89 -10.6%
255 PFF ISHARES TR 45,683.0 $1.4M 0.07% -3K -5.7% $30.49 -0.1%
256 AVMC AMERICAN CENTY ETF TR 17,115.0 $1.4M 0.07% +710.0 +4.3% $80.25 +1.0%
257 IBDS ISHARES TR 56,668.0 $1.4M 0.07% +10K +21.5% $24.22 -0.1%
258 IBDU ISHARES TR 59,129.0 $1.4M 0.07% +11K +23.8% $23.16 -0.4%
259 WAB WABTEC Industrials 5,069.0 $1.4M 0.07% $269.60 +9.3%
260 ATO ATMOS ENERGY CORP Utilities 7,826.0 $1.3M 0.07% $172.28 -1.0%
Page 13 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%