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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 16 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 REGN REGENERON PHARMACEUTICALS Healthcare 1,673.0 $1.0M 0.05% +39.0 +2.4% $623.69 +34.8%
302 ZTS ZOETIS INC Healthcare 14,513.0 $1.0M 0.05% -671.0 -4.4% $71.86 +6.7%
303 VV VANGUARD INDEX FDS 3,009.0 $1.0M 0.05% $343.94 +3.0%
304 D DOMINION ENERGY INC Utilities 15,130.0 $1.0M 0.05% -141.0 -0.9% $68.29 +0.0%
305 VRT VERTIV HOLDINGS CO Industrials 3,061.0 $1.0M 0.05% -132.0 -4.1% $334.82 -22.0%
306 KKR KKR & CO INC Financial Services 11,129.0 $1.0M 0.05% +913.0 +8.9% $91.78 +20.3%
307 NUE NUCOR CORP Basic Materials 4,569.0 $1.0M 0.05% $222.77 +11.7%
308 IBDX ISHARES TR 40,050.0 $1.0M 0.05% +10K +34.6% $25.19 -1.2%
309 VBR VANGUARD INDEX FDS 4,108.0 $998K 0.05% -140.0 -3.3% $243.00 +2.9%
310 BSMS INVESCO EXCH TRD SLF IDX FD 42,182.0 $989K 0.05% +24K +130.7% $23.44 -0.0%
311 BSMR INVESCO EXCH TRD SLF IDX FD 41,788.0 $988K 0.05% +24K +130.4% $23.64 +0.1%
312 IBDY ISHARES TR 38,320.0 $987K 0.05% +10K +33.2% $25.75 -1.3%
313 BSMW INVESCO EXCH TRD SLF IDX FD 39,186.0 $985K 0.05% +22K +132.1% $25.14 -1.5%
314 BSSX INVESCO EXCH TRD SLF IDX FD 38,173.0 $985K 0.05% +22K +131.7% $25.81 -1.5%
315 BSMQ INVESCO EXCH TRD SLF IDX FD 41,826.0 $985K 0.05% +24K +130.8% $23.54 +0.0%
316 BSMU INVESCO EXCH TRD SLF IDX FD 44,929.0 $985K 0.05% +26K +131.2% $21.92 -0.5%
317 BSMT INVESCO EXCH TRD SLF IDX FD 42,726.0 $984K 0.05% +24K +131.2% $23.03 -0.3%
318 BSMV INVESCO EXCH TRD SLF IDX FD 46,830.0 $983K 0.05% +27K +131.5% $20.98 -0.7%
319 EFG ISHARES TR 7,868.0 $979K 0.05% -487.0 -5.8% $124.42 +0.8%
320 HYG ISHARES TR 12,213.0 $977K 0.05% -701.0 -5.4% $79.97 -0.3%
Page 16 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%