Jacobi Capital Management LLC - Portfolio Stock Holdings
Jacobi Capital Management LLC disclosed 668 stock positions in a recent SEC 13F filing. $2,035,951,755 of stock holdings were filed, with the largest holdings including SPY, BRK.B, and QQQ. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,642,543,015 and has 31 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
668Est. Stock Holding Value:
$2,035,951,755Top Stock Holdings By Sector
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Portfolio Stock Holdings - Jacobi Capital Management LLC
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