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Portfolio (Quarterly) Guide ↗

Jacobi Capital Management LLC

· CIK 0001689646
13F Portfolio $1.8B AUM 632 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 329 Added 142 Reduced 15 Exited
Page 24 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ISHARES TR 21,153.0 $417K 0.02% +399.0 +1.9% $19.72
462 XYL XYLEM INC Industrials 3,489.0 $417K 0.02% -96.0 -2.7% $119.50 -9.4%
463 DFCF DIMENSIONAL ETF TRUST 9,801.0 $414K 0.02% +746.0 +8.2% $42.22 -0.7%
464 PH PARKER-HANNIFIN CORP Industrials 461.0 $413K 0.02% +32.0 +7.5% $894.88 -4.0%
465 XMLV INVESCO EXCH TRADED FD TR II 6,550.0 $412K 0.02% +56.0 +0.9% $62.97 +3.8%
466 NVO NOVO-NORDISK A S Healthcare 11,157.0 $410K 0.02% -867.0 -7.2% $36.75 +20.8%
467 YUM YUM BRANDS INC Consumer Cyclical 2,632.0 $409K 0.02% $155.49 -1.8%
468 PTIN PACER FDS TR 12,377.0 $402K 0.02% $32.52 +10.9%
469 NEM NEWMONT CORP Basic Materials 3,712.0 $402K 0.02% +263.0 +7.6% $108.24 +0.1%
470 ISHARES TR 19,670.0 $401K 0.02% +387.0 +2.0% $20.40
471 WPC WP CAREY INC Real Estate 5,895.0 $401K 0.02% $67.96 +10.4%
472 TMUS T-MOBILE US INC Communication Services 1,906.0 $400K 0.02% +198.0 +11.6% $210.06 -9.5%
473 ISHARES TR 17,456.0 $400K 0.02% +346.0 +2.0% $22.93
474 IBTO ISHARES TR 16,340.0 $399K 0.02% +329.0 +2.0% $24.39 -1.7%
475 TOTALENERGIES SE 4,373.0 $398K 0.02% $90.99
476 EMN EASTMAN CHEM CO Basic Materials 5,201.0 $397K 0.02% +219.0 +4.4% $76.33 -4.1%
477 KMI KINDER MORGAN INC DEL Energy 11,777.0 $395K 0.02% +192.0 +1.7% $33.53 -0.1%
478 AVLV AMERICAN CENTY ETF TR 4,863.0 $392K 0.02% $80.61 +10.1%
479 IBB ISHARES TR 2,321.0 $392K 0.02% +17.0 +0.7% $168.83 +0.1%
480 IBDR ISHARES TR 16,154.0 $392K 0.02% +2K +10.4% $24.24 -0.1%
Page 24 of 32  ·  632 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 42.9%
Technology 14.7%
Industrials 8.5%
Healthcare 8.0%
Consumer Defensive 6.1%
Communication Services 5.4%
Consumer Cyclical 4.3%
Energy 3.9%
Utilities 3.8%
Basic Materials 1.7%