Jacobi Capital Management LLC - Portfolio Stock Holdings
Jacobi Capital Management LLC disclosed 1848 stock positions in a recent SEC 13F filing. $2,101,318,456 of stock holdings were filed, with the largest holdings including SPY, BRK.B, and QQQ. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
1848Est. Stock Holding Value:
$2,101,318,456Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Jacobi Capital Management LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...