Jacobi Capital Management LLC - Portfolio overview

Jacobi Capital Management LLC has 652 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 14.44%
2. BRKB - BERKSHIRE HATHAWAY INC DEL, 5.00%
3. QQQ - INVESCO QQQ TR, 2.80%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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