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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 8 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UPS UNITED PARCEL SVCS INC Industrials 26,141.0 $2.8M 0.14% $107.50 -5.2%
142 WTRG ESSENTIAL UTILS INC Utilities 73,144.0 $2.8M 0.14% +1K +1.4% $38.31 +5.3%
143 SPSB SPDR SERIES TRUST 92,690.0 $2.8M 0.14% +13K +16.7% $30.01 -0.2%
144 SO SOUTHERN CO Utilities 28,766.0 $2.8M 0.14% -472.0 -1.6% $95.71 -3.8%
145 CGGO CAPITAL GROUP GBL GROWTH EQT 64,138.0 $2.7M 0.13% +19K +42.6% $42.33 -4.1%
146 SDVY FIRST TR EXCHANGE TRADED FD 62,774.0 $2.7M 0.13% +7K +13.2% $43.14 +2.4%
147 UNH UNITEDHEALTH GROUP INC Healthcare 6,425.0 $2.7M 0.13% -757.0 -10.5% $415.64 -5.2%
148 ROP ROPER TECHNOLOGIES INC Industrials 7,879.0 $2.7M 0.13% $338.39 +16.5%
149 IEI ISHARES TR 22,620.0 $2.7M 0.13% +3K +16.0% $117.45 -0.7%
150 NSC NORFOLK SOUTHN CORP Industrials 8,404.0 $2.6M 0.13% +71.0 +0.8% $314.59 +7.7%
151 LOW LOWES COS INC Consumer Cyclical 11,820.0 $2.6M 0.13% +399.0 +3.5% $220.49 -2.2%
152 URI UNITED RENTALS INC Industrials 2,246.0 $2.5M 0.12% $1132.70 -1.4%
153 STT STATE STR CORP Financial Services 14,534.0 $2.5M 0.12% +111.0 +0.8% $169.59 +13.1%
154 ADBE ADOBE INC Technology 12,010.0 $2.5M 0.12% +89.0 +0.8% $205.02 +28.3%
155 SPTI SPDR SERIES TRUST 86,652.0 $2.5M 0.12% +10K +12.5% $28.39 -1.0%
156 AWK AMERICAN WTR WKS CO INC NEW Utilities 18,629.0 $2.5M 0.12% $131.57 +3.6%
157 PDEC INNOVATOR ETFS TRUST 52,956.0 $2.4M 0.12% -1K -2.0% $45.89 +1.9%
158 GM GENERAL MTRS CO Consumer Cyclical 31,502.0 $2.4M 0.12% $77.08 +8.6%
159 CGMS CAPITAL GRP FIXED INCM ETF T 87,259.0 $2.4M 0.12% +1K +1.6% $27.33 -0.7%
160 MAR MARRIOTT INTL INC NEW Consumer Cyclical 6,393.0 $2.4M 0.12% +3K +67.7% $370.58 -3.6%
Page 8 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%