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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 30 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 DFIV DIMENSIONAL ETF TRUST 4,971.0 $269K 0.01% +38.0 +0.8% $54.02 +6.9%
582 MTD METTLER TOLEDO INTERNATIONAL Healthcare 210.0 $268K 0.01% -9.0 -4.1% $1277.53 +9.6%
583 J JACOBS SOLUTIONS INC Industrials 2,123.0 $267K 0.01% $126.00 +13.4%
584 IJAN INNOVATOR ETFS TRUST 6,987.0 $266K 0.01% $38.08 +2.1%
585 CDNS CADENCE DESIGN SYSTEM INC Technology 705.0 $265K 0.01% -248.0 -26.0% $375.32 -15.7%
586 ARTY ISHARES TR 3,462.0 $264K 0.01% NEW $76.17 -3.4%
587 EIX EDISON INTL Utilities 3,533.0 $263K 0.01% $74.46 -1.0%
588 INGR INGREDION INC Consumer Defensive 2,749.0 $260K 0.01% +241.0 +9.6% $94.71 +11.3%
589 SPGM SPDR INDEX SHS FDS 3,025.0 $259K 0.01% -2K -35.2% $85.67 +2.1%
590 ALAB ASTERA LABS INC Technology 535.0 $258K 0.01% NEW $483.02 -37.2%
591 BK BANK OF NY MELLON CORP Financial Services 1,770.0 $256K 0.01% $144.58 -1.8%
592 SCHW SCHWAB CHARLES CORP Financial Services 2,767.0 $255K 0.01% +197.0 +7.7% $92.27 +21.0%
593 RSPU INVESCO EXCHANGE TRADED FD T 3,119.0 $253K 0.01% $81.14 -3.7%
594 CWT CALIFORNIA WTR SVC GROUP Utilities 5,186.0 $252K 0.01% -515.0 -9.0% $48.65 +2.5%
595 JEPI J P MORGAN EXCHANGE TRADED F 4,461.0 $252K 0.01% NEW $56.48 +2.4%
596 HYTR NORTHERN LTS FD TR III 11,692.0 $250K 0.01% $21.36 -0.6%
597 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 8,244.0 $248K 0.01% -1K -13.3% $30.14 +1.5%
598 PREF PRINCIPAL EXCHANGE TRADED FD 12,953.0 $247K 0.01% +171.0 +1.3% $19.06 -1.5%
599 TDIV FIRST TR EXCHANGE TRADED FD 2,140.0 $246K 0.01% $114.86 -0.4%
600 FEDEX FGHT HLDG CO INC 1,616.0 $244K 0.01% NEW $151.00
Page 30 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%