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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 28 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 IHI ISHARES TR 6,733.0 $333K 0.02% -90.0 -1.3% $49.41 +12.2%
542 CATH GLOBAL X FDS 3,700.0 $327K 0.02% $88.50 +3.2%
543 AVDE AMERICAN CENTY ETF TR 3,669.0 $327K 0.02% $89.20 +4.5%
544 SNA SNAP ON INC Industrials 813.0 $327K 0.02% -51.0 -5.9% $402.17 -1.6%
545 BP BP PLC Energy 8,840.0 $327K 0.02% -4K -32.2% $36.95 +17.5%
546 TOTALENERGIES SE 4,186.0 $325K 0.02% -187.0 -4.3% $77.76
547 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,822.0 $322K 0.02% -192.0 -6.4% $114.18 +4.2%
548 NI NISOURCE INC Utilities 6,767.0 $322K 0.02% -93.0 -1.4% $47.55 -11.4%
549 TOL TOLL BROTHERS INC Consumer Cyclical 1,952.0 $322K 0.02% $164.75 -13.3%
550 TD TORONTO DOMINION BK ONT Financial Services 2,604.0 $316K 0.01% -227.0 -8.0% $121.43 +0.4%
551 PJUN INNOVATOR ETFS TRUST 7,260.0 $314K 0.01% $43.23 +1.8%
552 FTSL FIRST TR EXCHANGE-TRADED FD 6,904.0 $309K 0.01% -429.0 -5.8% $44.75 +0.5%
553 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,136.0 $309K 0.01% NEW $271.95 -9.6%
554 AMERISAFE INC 1,085.0 $307K 0.01% -680.0 -38.5% $282.96
555 FRMI FERMI INC Utilities 33,481.0 $307K 0.01% NEW $9.16 -37.3%
556 SHEL SHELL PLC Energy 3,933.0 $305K 0.01% $77.54 +18.7%
557 B BARRICK MNG CORP Basic Materials 8,247.0 $303K 0.01% -436.0 -5.0% $36.73 +14.6%
558 NMI NUVEEN MUN INCOME FD INC Financial Services 27,374.0 $302K 0.01% +1K +4.5% $11.02 -4.9%
559 DVY ISHARES TR 1,917.0 $300K 0.01% +553.0 +40.5% $156.27 +5.6%
560 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 5,681.0 $299K 0.01% +314.0 +5.8% $52.65 +24.1%
Page 28 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%