Jacobi Capital Management
$2.0B 13F equity value
670 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Jacobi Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 403,068 | $301M | 14.7% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 203,293 | $102M | 5.0% |
| QQQ | INVESCO ACTIVELY MANAGED EXC | 90,774 | $67M | 3.3% |
| VTI | VANGUARD INDEX FDS | 103,205 | $38M | 1.9% |
| SPTM | SPDR SERIES TRUST | 372,511 | $34M | 1.7% |
| AAPL | APPLE INC | 111,297 | $32M | 1.6% |
| BIL | SPDR SERIES TRUST | 350,741 | $32M | 1.6% |
| VSLU | ETF OPPORTUNITIES TRUST | 672,436 | $31M | 1.5% |
| IWM | ISHARES TR | 95,958 | $29M | 1.4% |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | 943,844 | $26M | 1.3% |
Track Jacobi Capital Management's 13F portfolio: $2.0B in reported holdings, 670 positions. Top holdings and quarterly changes on SentiSense.
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