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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 23 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DFNM DIMENSIONAL ETF TRUST 10,872.0 $525K 0.03% +77.0 +0.7% $48.33 -1.4%
442 ROK ROCKWELL AUTOMATION INC Industrials 1,061.0 $525K 0.03% $495.18 -12.5%
443 WMB WILLIAMS COS INC Energy 7,063.0 $525K 0.03% -168.0 -2.3% $74.34 -1.5%
444 IOCT INNOVATOR ETFS TRUST 14,124.0 $522K 0.03% $36.99 +2.7%
445 XHB SPDR SERIES TRUST 4,470.0 $517K 0.03% -150.0 -3.2% $115.57 -6.3%
446 NWE NORTHWESTERN ENERGY GROUP IN Utilities 7,212.0 $517K 0.03% -44.0 -0.6% $71.62 -1.5%
447 IYW ISHARES TR 2,044.0 $516K 0.03% $252.23 -1.8%
448 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 13,280.0 $514K 0.03% +3K +28.9% $38.73 +57.3%
449 PMAR INNOVATOR ETFS TRUST 10,745.0 $513K 0.03% $47.77 +1.9%
450 NUV NUVEEN MUN VALUE FD INC Financial Services 55,319.0 $510K 0.03% +2K +3.6% $9.22 -2.1%
451 DRSK ETF SER SOLUTIONS 17,740.0 $510K 0.03% -2K -8.0% $28.75 -0.7%
452 ADI ANALOG DEVICES INC Technology 1,279.0 $508K 0.03% +284.0 +28.5% $397.19 -6.0%
453 CHD CHURCH & DWIGHT CO INC Consumer Defensive 5,196.0 $503K 0.03% -541.0 -9.4% $96.87 +2.2%
454 UNILEVER PLC 8,355.0 $502K 0.03% +305.0 +3.8% $60.12
455 DEO DIAGEO PLC Consumer Defensive 6,210.0 $499K 0.02% -1K -14.3% $80.37 +15.6%
456 PAYX PAYCHEX INC Industrials 5,065.0 $498K 0.02% +297.0 +6.2% $98.34 +24.6%
457 CGBL CAPITAL GROUP CORE BALANCED 13,072.0 $496K 0.02% +910.0 +7.5% $37.96 +0.7%
458 ALL ALLSTATE CORP Financial Services 2,070.0 $492K 0.02% $237.88 +9.2%
459 SHOP SHOPIFY INC Technology 4,241.0 $484K 0.02% $114.18 +28.4%
460 ED CONSOLIDATED EDISON INC Utilities 4,320.0 $478K 0.02% -97.0 -2.2% $110.64 -2.4%
Page 23 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%