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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 14 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CTVA CORTEVA INC Basic Materials 15,871.0 $1.3M 0.07% -135.0 -0.8% $84.69 -7.1%
262 USB US BANCORP Financial Services 22,158.0 $1.3M 0.07% -163.0 -0.7% $60.40 +3.8%
263 USMV ISHARES TR 13,786.0 $1.3M 0.07% +135.0 +1.0% $96.46 +5.1%
264 PAPR INNOVATOR ETFS TRUST 31,246.0 $1.3M 0.06% $42.20 +1.7%
265 IWD ISHARES TR 5,430.0 $1.3M 0.06% -53.0 -1.0% $242.42 +6.7%
266 LST MANAGED PORTFOLIO SER 28,147.0 $1.3M 0.06% -704.0 -2.4% $46.73 +2.2%
267 INCY INCYTE CORP Healthcare 11,423.0 $1.3M 0.06% +614.0 +5.7% $113.36 +14.1%
268 PLTR PALANTIR TECHNOLOGIES INC Technology 11,087.0 $1.3M 0.06% +2K +21.6% $116.67 +49.9%
269 NVS NOVARTIS AG Healthcare 8,245.0 $1.3M 0.06% +78.0 +1.0% $156.72 +2.3%
270 BLK BLACKROCK INC Financial Services 1,330.0 $1.3M 0.06% +52.0 +4.1% $961.73 +20.4%
271 CGHM CAPITAL GRP FIXED INCM ETF T 48,908.0 $1.3M 0.06% +7K +17.8% $25.85 -1.6%
272 ACN ACCENTURE PLC IRELAND Technology 10,066.0 $1.3M 0.06% +1K +14.4% $124.44 +47.9%
273 IBDV ISHARES TR 57,447.0 $1.3M 0.06% +12K +26.6% $21.80 -0.7%
274 PGR PROGRESSIVE CORP Financial Services 5,653.0 $1.2M 0.06% -552.0 -8.9% $218.45 -0.7%
275 SYK STRYKER CORPORATION Healthcare 3,884.0 $1.2M 0.06% +99.0 +2.6% $314.80 +7.9%
276 INTU INTUIT Technology 4,615.0 $1.2M 0.06% +270.0 +6.2% $261.03 +38.9%
277 ICLO INVESCO ACTIVELY MANAGED EXC 45,508.0 $1.2M 0.06% +350.0 +0.8% $25.58 +0.2%
278 MRVL MARVELL TECHNOLOGY INC Technology 3,888.0 $1.2M 0.06% +139.0 +3.7% $297.86 -20.6%
279 CARR CARRIER GLOBAL CORPORATION Industrials 15,721.0 $1.2M 0.06% -961.0 -5.8% $73.35 -16.8%
280 NFLX NETFLIX INC. Communication Services 16,090.0 $1.1M 0.06% +978.0 +6.5% $71.40 +12.7%
Page 14 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%