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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 29 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 HRI HERC HLDGS INC Industrials 2,086.0 $299K 0.01% -230.0 -9.9% $143.35 +16.4%
562 COIN COINBASE GLOBAL INC Financial Services 2,034.0 $297K 0.01% $146.19 +0.0%
563 IBTP ISHARES TR 11,472.0 $291K 0.01% +91.0 +0.8% $25.38 -1.6%
564 IRM IRON MTN INC DEL Real Estate 2,293.0 $290K 0.01% -70.0 -3.0% $126.30 +0.3%
565 IBDZ ISHARES TR 11,096.0 $289K 0.01% NEW $26.05 -2.0%
566 BSV VANGUARD BD INDEX FDS 3,702.0 $288K 0.01% -81.0 -2.1% $77.90 -0.3%
567 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 12,414.0 $288K 0.01% $23.21 +22.1%
568 SGOV ISHARES TR 2,852.0 $287K 0.01% NEW $100.67 -0.1%
569 RWL INVESCO EXCH TRADED FD TR II 2,200.0 $281K 0.01% $127.75 +5.3%
570 MPWR MONOLITHIC PWR SYS INC Technology 202.0 $280K 0.01% -30.0 -12.9% $1385.67 -3.8%
571 RY ROYAL BK CDA Financial Services 1,334.0 $276K 0.01% -98.0 -6.8% $206.90 +2.9%
572 DTCR GLOBAL X FDS 9,041.0 $275K 0.01% -400.0 -4.2% $30.37 -6.3%
573 WDC WESTERN DIGITAL CORP Technology 427.0 $273K 0.01% NEW $639.31 -22.4%
574 EATON VANCE TAX-MANAGED GLOB 28,299.0 $273K 0.01% -538.0 -1.9% $9.64
575 TSCO TRACTOR SUPPLY CO Consumer Cyclical 8,602.0 $272K 0.01% +273.0 +3.3% $31.61 +9.8%
576 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,191.0 $270K 0.01% $226.76 -15.5%
577 PTNQ PACER FDS TR 3,040.0 $269K 0.01% $88.65 -2.4%
578 KR KROGER CO Consumer Defensive 4,849.0 $269K 0.01% $55.53 +1.5%
579 TMUS T-MOBILE US INC Communication Services 1,604.0 $269K 0.01% -302.0 -15.8% $167.76 +8.9%
580 HEI HEICO CORP NEW Industrials 754.0 $269K 0.01% -28.0 -3.6% $356.29 +3.3%
Page 29 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%