Arkolith/Funds/Jacobi Capital Management LLC

Jacobi Capital Management LLC

CIK 1689646
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Jacobi Capital Management LLC holds a diversified book of 644 stocks worth $2.0B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Invesco Optimum Yield Divers and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 15% of the equity book.

Opened
51
bought for the first time
Added to
353
already held, bought more
Trimmed
207
sold some, still holds it
Sold out
28
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
34%
Top 20 holdings
43%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

44% mapped to company sectors

ETF / fund or unclassified
56%
Information Technology
13%
Financials
11%
Industrials
5%
Health Care
4%
Consumer Discretionary
3%
Utilities
2%
Materials
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Jacobi Capital Management LLC

Manager / fundShared namesTheir $ in those
LPL Financial LLC80 / 80$94.5B
OSAIC HOLDINGS, INC.80 / 80$19.6B
NewEdge Advisors, LLC80 / 80$11.6B
Farther Finance Advisors, LLC80 / 80$3.3B
MORGAN STANLEY79 / 80$622.2B
JPMORGAN CHASE & CO79 / 80$590.3B
RAYMOND JAMES FINANCIAL INC79 / 80$107.9B
ENVESTNET ASSET MANAGEMENT INC79 / 80$92.8B

Ranked by the share of each fund's own book sitting in the names it shares with Jacobi Capital Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

644 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$301.0M403.1K
14.7%
−0.7%
Reduced · −3K sh
2Berkshire Hathaway Inc Del
CL B NEW
$101.7M203.3K
5.0%
+6.6%
Added · +13K sh
3Invesco Actively Managed Exc
PUT
$66.8M90.8K
3.3%
+2.3%
Added · +2K sh
4Vanguard Index FDS
TOTAL STK MKT
$38.2M103.2K
1.9%
+0.8%
Added · +790 sh
5SPDR Series Trust
ST STR PR SP1500
$33.8M372.5K
1.7%
+2.5%
Added · +9K sh
6Apple Inc
COM
$32.2M111.3K
1.6%
+0.3%
Added · +320 sh
7SPDR Series Trust
ST STR BLO 1 ETF
$32.1M350.7K
1.6%
+3.0%
Added · +10K sh
8ETF Opportunities Trust
APPLIED FINA VAL
$31.1M672.4K
1.5%
+9.2%
Added · +56K sh
9Ishares TR
RUSSELL 2000 ETF
$28.8M96.0K
1.4%
+9.4%
Added · +8K sh
10First TR Exchng Traded FD VI
FT VEST LAD
$26.4M943.8K
1.3%
+7.0%
Added · +62K sh
11SPDR Index SHS FDS
ST STR ACWI ETF
$25.6M628.9K
1.3%
+1.9%
Added · +12K sh
12J P Morgan Exchange Traded F
ULTRA SHRT ETF
$24.1M476.8K
1.2%
+0.4%
Added · +2K sh
13Microsoft Corp
COM
$22.0M58.9K
1.1%
+2.1%
Added · +1K sh
14Dimensional ETF Trust
US CORE EQT MKT
$20.8M402.4K
1.0%
+4.8%
Added · +18K sh
15Schwab Strategic TR
US LRG CAP ETF
$18.6M631.0K
0.9%
−4.2%
Reduced · −28K sh
16Dimensional ETF Trust
INTL CORE EQT MK
$18.4M445.0K
0.9%
+7.0%
Added · +29K sh
17Alphabet Inc
CAP STK CL A
$17.7M49.5K
0.9%
−0.4%
Reduced · −209 sh
18Eli Lilly & Co
COM
$17.0M14.2K
0.8%
+0.4%
Added · +63 sh
19Nvidia Corporation
COM
$16.9M84.4K
0.8%
−0.9%
Reduced · −749 sh
20Applied Matls Inc
COM
$15.8M21.8K
0.8%
−5.1%
Reduced · −1K sh
21J P Morgan Exchange Traded F
BETABULDRS JAPAN
$15.7M208.0K
0.8%
+3.2%
Added · +7K sh
22Alphabet Inc
CAP STK CL C
$14.8M41.8K
0.7%
−1.5%
Reduced · −630 sh
23JPMorgan Chase & Co
COM
$14.5M44.3K
0.7%
−0.5%
Reduced · −245 sh
24Intel Corp
COM
$13.9M99.2K
0.7%
−1.9%
Reduced · −2K sh
25SPDR Gold TR
GOLD SHS
$13.8M37.4K
0.7%
−7.8%
Reduced · −3K sh
26Invesco Actvely MNGD Etc FD
OPTIMUM YIELD
$13.4M841.4K
0.7%
New
New position
27Walmart Inc
COM
$13.0M114.6K
0.6%
−1.5%
Reduced · −2K sh
28Caterpillar Inc
COM
$12.0M11.2K
0.6%
−2.4%
Reduced · −272 sh
29Ishares TR
MSCI USA QLT FCT
$11.8M53.9K
0.6%
+1.7%
Added · +899 sh
30Cisco Sys Inc
COM
$11.7M100.0K
0.6%
−1.6%
Reduced · −2K sh
31Meta Platforms Inc
CL A
$11.6M20.6K
0.6%
+2.1%
Added · +423 sh
32Amazon Com Inc
COM
$10.4M43.6K
0.5%
−3.2%
Reduced · −1K sh
33Bank Of Amer Corp
COM
$9.9M173.1K
0.5%
+1.9%
Added · +3K sh
34First TR Exchng Traded FD VI
FT LADD BUFF ETF
$9.7M266.8K
0.5%
+11%
Added · +26K sh
35J P Morgan Exchange Traded F
BETABUILDERS I
$9.4M120.6K
0.5%
+9.4%
Added · +10K sh
36Merck & Co Inc
COM
$9.2M71.5K
0.4%
−1.0%
Reduced · −746 sh
37Ishares TR
CORE S&P500 ETF
$8.9M11.9K
0.4%
+0.2%
Added · +22 sh
38Dimensional ETF Trust
EMGR CRE EQT MNG
$8.8M219.3K
0.4%
+6.2%
Added · +13K sh
39Micron Technology Inc
COM
$8.8M7.6K
0.4%
+12%
Added · +823 sh
40Capital Grp Fixed Incm ETF T
MUN INM ETF
$8.7M317.9K
0.4%
−1.0%
Reduced · −3K sh
41Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$8.6M121.2K
0.4%
−3.6%
Reduced · −5K sh
42Johnson & Johnson
COM
$8.4M33.0K
0.4%
+0.4%
Added · +137 sh
43Abbvie Inc
COM
$8.2M32.7K
0.4%
~0%
Reduced · −1 sh
44SPDR Series Trust
ST STR AGGRE ETF
$7.8M304.9K
0.4%
+3.7%
Added · +11K sh
45Kla Corp
COM NEW
$7.8M25.8K
0.4%
+868%
Added · +23K sh
46Qualys Inc
PUT
$7.7M10.7K
0.4%
+1.6%
Added · +172 sh
47Schwab Strategic TR
US MID-CAP ETF
$7.7M208.0K
0.4%
−3.5%
Reduced · −8K sh
48Cummins Inc
COM
$7.7M10.7K
0.4%
−1.4%
Reduced · −155 sh
49PNC Finl Svcs Group Inc
COM
$7.6M31.1K
0.4%
−0.8%
Reduced · −266 sh
50First TR Exchng Traded FD VI
FT VEST DEEP ETF
$7.6M255.3K
0.4%
+12%
Added · +28K sh
Showing 50 of 644 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026644$2.0B13F-HR
Q1 2026Mar 31, 2026May 14, 2026632$1.8B13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026610$1.7B13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025592$1.6B13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025589$1.5B13F-HR
Q1 2025Mar 31, 2025May 27, 2025562$1.4B13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025566$1.3B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024557$1.3B13F-HR
Q2 2024Jun 30, 2024Aug 9, 2024514$1.2B13F-HR
Q1 2024Mar 31, 2024May 10, 2024479$1.1B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024466$975.0M13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023430$884.6M13F-HR
Q2 2023Jun 30, 2023Aug 8, 2023439$894.0M13F-HR
Q1 2023Mar 31, 2023May 5, 2023420$842.7M13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023411$799.7M13F-HR
Q3 2022Sep 30, 2022Nov 9, 2022400$730.4M13F-HR
Q2 2022Jun 30, 2022Aug 5, 2022407$751.7M13F-HR
Q1 2022Mar 31, 2022May 6, 2022415$836.9M13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022426$839.0M13F-HR
Q3 2021Sep 30, 2021Nov 15, 20211,468$786.4M13F-HR
Q2 2021Jun 30, 2021Aug 12, 20211,410$756.7M13F-HR
Q1 2021Mar 31, 2021May 11, 20211,380$677.5M13F-HR
Q4 2020Dec 31, 2020Feb 8, 20211,340$633.5M13F-HR
Q3 2020Sep 30, 2020Oct 30, 20201,292$570.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.