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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 6 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AXP AMERICAN EXPRESS CO Financial Services 11,237.0 $3.8M 0.19% $338.24 +0.1%
102 CGDV CAPITAL GROUP DIVIDEND VALUE 76,981.0 $3.8M 0.19% -3K -3.7% $49.28 +2.4%
103 PPL PPL CORP Utilities 103,973.0 $3.8M 0.18% +651.0 +0.6% $36.35 -2.0%
104 DIVO AMPLIFY ETF TR 82,207.0 $3.8M 0.18% -1K -1.7% $45.70 +5.9%
105 TSLA TESLA INC Consumer Cyclical 8,918.0 $3.8M 0.18% -398.0 -4.3% $420.60 -19.9%
106 BERKSHIRE HATHAWAY INC DEL 5.0 $3.7M 0.18% $748850.00
107 ORCL ORACLE CORP Technology 25,538.0 $3.7M 0.18% +678.0 +2.7% $146.55 -2.6%
108 BMY BRISTOL-MYERS SQUIBB CO Healthcare 64,849.0 $3.7M 0.18% -1K -1.6% $57.62 +14.6%
109 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,982.0 $3.7M 0.18% -44.0 -1.1% $935.29 +2.8%
110 MBB ISHARES TR 39,383.0 $3.7M 0.18% +3K +7.3% $94.52 -1.5%
111 JPEM J P MORGAN EXCHANGE TRADED F 59,240.0 $3.7M 0.18% +5K +8.9% $62.78 +3.2%
112 ETN EATON CORP PLC Industrials 8,571.0 $3.7M 0.18% +195.0 +2.3% $426.08 +1.2%
113 HD HOME DEPOT INC Consumer Cyclical 10,223.0 $3.6M 0.18% +651.0 +6.8% $352.67 -4.3%
114 COP CONOCOPHILLIPS Energy 34,434.0 $3.6M 0.17% $103.96 +24.8%
115 JPIB J P MORGAN EXCHANGE TRADED F 71,463.0 $3.5M 0.17% +8K +13.5% $48.35 -1.1%
116 DIS DISNEY WALT CO Communication Services 35,733.0 $3.4M 0.17% $96.25 +8.0%
117 EMR EMERSON ELEC CO Industrials 24,006.0 $3.4M 0.17% $143.14 +10.2%
118 PSEP INNOVATOR ETFS TRUST 72,842.0 $3.4M 0.16% $46.05 +1.5%
119 VTV VANGUARD INDEX FDS 15,372.0 $3.3M 0.16% +933.0 +6.5% $217.93 +3.9%
120 LQD ISHARES TR 30,546.0 $3.3M 0.16% +2K +6.5% $109.07 -3.0%
Page 6 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%