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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 19 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DVN DEVON ENERGY CORP NEW Energy 20,184.0 $834K 0.04% +1K +6.6% $41.32 +16.6%
362 FDN FIRST TR EXCHANGE-TRADED ALP 3,140.0 $831K 0.04% $264.72 +8.1%
363 TPR TAPESTRY INC Consumer Cyclical 5,666.0 $829K 0.04% $146.39 -10.0%
364 NOW SERVICENOW INC Technology 8,290.0 $823K 0.04% NEW $99.28 +28.1%
365 SFLR INNOVATOR ETFS TRUST 21,308.0 $822K 0.04% $38.58 +1.0%
366 NJUL INNOVATOR ETFS TRUST 10,498.0 $813K 0.04% $77.43 -0.7%
367 DTE DTE ENERGY CO Utilities 5,295.0 $807K 0.04% +121.0 +2.3% $152.38 -8.7%
368 KAPR INNOVATOR ETFS TRUST 20,127.0 $801K 0.04% -220.0 -1.1% $39.80 +1.5%
369 CGSM CAPITAL GRP FIXED INCM ETF T 30,296.0 $799K 0.04% -52K -63.0% $26.39 -0.3%
370 EJUL INNOVATOR ETFS TRUST 25,154.0 $786K 0.04% $31.24 -0.8%
371 SPGP INVESCO EXCHANGE TRADED FD T 6,318.0 $773K 0.04% -134.0 -2.1% $122.28 +4.4%
372 AJG GALLAGHER ARTHUR J & CO Financial Services 3,341.0 $767K 0.04% +637.0 +23.6% $229.55 +12.2%
373 PFIS PEOPLES FINL SVCS CORP Financial Services 11,451.0 $760K 0.04% $66.37 +4.9%
374 EPD ENTERPRISE PRODS PARTNERS L Energy 20,318.0 $747K 0.04% $36.76 +3.7%
375 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,706.0 $747K 0.04% +206.0 +13.7% $437.72 -14.7%
376 XBI SPDR SERIES TRUST 4,710.0 $745K 0.04% $158.25 +7.1%
377 VB VANGUARD INDEX FDS 2,446.0 $742K 0.04% +72.0 +3.0% $303.17 +0.9%
378 KDP KEURIG DR PEPPER INC Consumer Defensive 22,353.0 $732K 0.04% +970.0 +4.5% $32.73 -5.1%
379 AVIG AMERICAN CENTY ETF TR 17,577.0 $728K 0.04% +4K +33.0% $41.41 -1.2%
380 AGG ISHARES TR 7,327.0 $725K 0.04% +551.0 +8.1% $98.98 -1.2%
Page 19 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%