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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 15 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CMCSA COMCAST CORP NEW Communication Services 46,118.0 $1.1M 0.06% +8K +22.2% $24.55 +8.3%
282 VWO VANGUARD INTL EQUITY INDEX F 18,953.0 $1.1M 0.06% $59.69 +0.6%
283 DLR DIGITAL RLTY TR INC Real Estate 6,262.0 $1.1M 0.06% -40.0 -0.6% $179.59 +7.1%
284 FNF FIDELITY NATL FINL INC Financial Services 23,718.0 $1.1M 0.06% $47.16 +2.7%
285 MUB ISHARES TR 10,382.0 $1.1M 0.06% +1K +15.3% $107.62 -1.8%
286 SNOW SNOWFLAKE INC Technology 4,356.0 $1.1M 0.05% +581.0 +15.4% $254.50 +27.7%
287 IP INTERNATIONAL PAPER CO Consumer Cyclical 29,035.0 $1.1M 0.05% -668.0 -2.2% $38.10 +7.8%
288 KJUL INNOVATOR ETFS TRUST 32,545.0 $1.1M 0.05% $33.97 +0.9%
289 OKE ONEOK INC NEW Energy 12,691.0 $1.1M 0.05% +255.0 +2.0% $86.94 +10.4%
290 APH AMPHENOL CORP Technology 6,253.0 $1.1M 0.05% -416.0 -6.2% $176.32 -11.5%
291 SOXX ISHARES TR 1,717.0 $1.1M 0.05% -44.0 -2.5% $640.85 -18.9%
292 IHDG WISDOMTREE TR 20,933.0 $1.1M 0.05% +277.0 +1.3% $52.38 +1.2%
293 FDX FEDEX CORP Industrials 3,475.0 $1.1M 0.05% $313.12 +4.9%
294 POR PORTLAND GEN ELEC CO Utilities 20,907.0 $1.1M 0.05% +138.0 +0.7% $51.83 -3.3%
295 IBDW ISHARES TR 51,976.0 $1.1M 0.05% +12K +31.6% $20.84 -0.9%
296 DFAX DIMENSIONAL ETF TRUST 29,332.0 $1.1M 0.05% +1K +4.7% $36.84 +2.7%
297 SHW SHERWIN WILLIAMS CO Basic Materials 3,126.0 $1.1M 0.05% $344.34 +2.7%
298 CBRE CBRE GROUP INC Real Estate 7,988.0 $1.1M 0.05% +223.0 +2.9% $134.69 +15.1%
299 XLC SELECT SECTOR SPDR TR 10,002.0 $1.1M 0.05% +101.0 +1.0% $107.13 +3.9%
300 TIP ISHARES TR 9,728.0 $1.1M 0.05% +85.0 +0.9% $109.43 -1.8%
Page 15 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%