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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 25 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 VDC VANGUARD WORLD FD 1,923.0 $434K 0.02% $225.47 +3.8%
482 ISHARES TR 19,740.0 $427K 0.02% -124.0 -0.6% $21.65
483 MKC MCCORMICK & CO INC Consumer Defensive 8,457.0 $426K 0.02% +151.0 +1.8% $50.42 +10.8%
484 AVLV AMERICAN CENTY ETF TR 4,659.0 $425K 0.02% -204.0 -4.2% $91.20 +4.1%
485 MRSH MARSH & MCLENNAN COS INC Financial Services 2,543.0 $424K 0.02% -85.0 -3.2% $166.69 +14.0%
486 XYL XYLEM INC Industrials 3,583.0 $424K 0.02% +94.0 +2.7% $118.22 -2.3%
487 WPC WP CAREY INC Real Estate 5,903.0 $422K 0.02% $71.51 -0.3%
488 YUM YUM BRANDS INC Consumer Cyclical 2,633.0 $421K 0.02% $159.88 -8.7%
489 ISHARES TR 18,837.0 $417K 0.02% +114.0 +0.6% $22.14
490 DFCF DIMENSIONAL ETF TRUST 9,865.0 $416K 0.02% +64.0 +0.7% $42.21 -1.4%
491 GPIX GOLDMAN SACHS ETF TR 7,488.0 $416K 0.02% +869.0 +13.1% $55.57 +1.4%
492 BEN FRANKLIN RESOURCES INC Financial Services 12,503.0 $416K 0.02% +162.0 +1.3% $33.27 +3.5%
493 EOG EOG RES INC Energy 3,206.0 $416K 0.02% -20.0 -0.6% $129.75 +15.8%
494 ISHARES TR 21,284.0 $416K 0.02% +131.0 +0.6% $19.54
495 CTAS CINTAS CORP Industrials 2,441.0 $415K 0.02% -198.0 -7.5% $170.09 +19.4%
496 NAPR INNOVATOR ETFS TRUST 6,969.0 $413K 0.02% $59.20 +1.1%
497 FMHI FIRST TR EXCH TRADED FD III 8,417.0 $408K 0.02% +4K +78.0% $48.49 -1.6%
498 TEL TE CONNECTIVITY PLC Technology 2,011.0 $405K 0.02% $201.58 +2.4%
499 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 36,697.0 $401K 0.02% -1K -3.7% $10.92 -7.9%
500 ISHARES TR 19,803.0 $400K 0.02% +133.0 +0.7% $20.19
Page 25 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%