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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 21 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SCHA SCHWAB STRATEGIC TR 17,232.0 $623K 0.03% $36.13 -3.2%
402 MTUM ISHARES TR 1,812.0 $621K 0.03% +18.0 +1.0% $342.84 -10.8%
403 ROST ROSS STORES INC Consumer Cyclical 2,915.0 $620K 0.03% +80.0 +2.8% $212.83 +10.3%
404 JCI JOHNSON CONTROLS INTERNATION Industrials 4,246.0 $620K 0.03% -589.0 -12.2% $146.10 -0.8%
405 VBK VANGUARD INDEX FDS 1,694.0 $619K 0.03% -19.0 -1.1% $365.60 -1.5%
406 BMN BLACKROCK 2037 MUNICIPAL TAR Financial Services 24,000.0 $617K 0.03% $25.70 +0.2%
407 F FORD MTR CO Consumer Cyclical 43,986.0 $611K 0.03% +327.0 +0.8% $13.90 +4.2%
408 CGIE CAPITAL GROUP INTERNATIONAL 16,394.0 $603K 0.03% $36.78 +2.9%
409 WELL WELLTOWER INC Real Estate 2,639.0 $599K 0.03% +77.0 +3.0% $226.99 +3.9%
410 IJUL INNOVATOR ETFS TRUST 16,561.0 $596K 0.03% $35.97 +2.4%
411 GRMN GARMIN LTD Technology 2,499.0 $594K 0.03% +37.0 +1.5% $237.55 +24.5%
412 VXUS VANGUARD STAR FDS 6,931.0 $593K 0.03% +67.0 +1.0% $85.50 +1.7%
413 PAUG INNOVATOR ETFS TRUST 12,903.0 $589K 0.03% -614.0 -4.5% $45.64 +2.3%
414 CDW CDW CORP Technology 4,150.0 $584K 0.03% +463.0 +12.6% $140.64 -2.4%
415 IBDR ISHARES TR 24,082.0 $584K 0.03% +8K +49.1% $24.23 -0.1%
416 HBAN HUNTINGTON BANCSHARES INC Financial Services 32,609.0 $578K 0.03% +478.0 +1.5% $17.73 -3.2%
417 NVO NOVO-NORDISK A S Healthcare 12,058.0 $578K 0.03% +901.0 +8.1% $47.94 -3.0%
418 GALAXY DIGITAL INC. 21,100.0 $577K 0.03% $27.34
419 GSK GSK PLC Healthcare 10,959.0 $574K 0.03% -188.0 -1.7% $52.42 +0.9%
420 LNC LINCOLN NATL CORP IND Financial Services 16,179.0 $572K 0.03% +190.0 +1.2% $35.35 +23.0%
Page 21 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%