Jacobi Capital Management LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$1.5B

Holdings

589

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (589 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$218.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$83.2M
NDQINVESCO QQQ TR
$46.2M
VTIVANGUARD INDEX FDS
$29.9M
IWPISHARES TR
$28.6M
SPTMSPDR SERIES TRUST
$25.5M
MSFTMICROSOFT CORP
$23.9M
AAPLAPPLE INC
$22.0M
CWISPDR INDEX SHS FDS
$19.1M
SCHXSCHWAB STRATEGIC TR
$18.0M
IWMISHARES TR
$15.6M
METAMETA PLATFORMS INC
$15.4M
VSLUETF OPPORTUNITIES TRUST
$15.3M
NVDANVIDIA CORPORATION
$13.7M
DFAUDIMENSIONAL ETF TRUST
$13.7M
JPMJPMORGAN CHASE & CO.
$12.8M
BUFZFIRST TR EXCHNG TRADED FD VI
$12.7M
GQ9SPDR GOLD TR
$12.0M
WMTWALMART INC
$11.8M
CBUCOMMUNITY FINANCIAL SYSTEM I
$11.7M
SPEUSPDR INDEX SHS FDS
$11.6M
BBJPJ P MORGAN EXCHANGE TRADED F
$11.3M
LLYELI LILLY & CO
$10.8M
QUALISHARES TR
$10.0M
DFAIDIMENSIONAL ETF TRUST
$9.8M
CGMUCAPITAL GRP FIXED INCM ETF T
$8.6M
PEPPEPSICO INC
$8.1M
IBMINTERNATIONAL BUSINESS MACHS
$8.0M
BACBANK AMERICA CORP
$7.9M
BNDVANGUARD BD INDEX FDS
$7.7M
AMZNAMAZON COM INC
$7.5M
IVVISHARES TR
$7.5M
GOOGLALPHABET INC
$7.4M
GOOGALPHABET INC
$7.4M
VEAVANGUARD TAX-MANAGED FDS
$7.1M
SCHMSCHWAB STRATEGIC TR
$7.1M
CSCOCISCO SYS INC
$7.0M
BUFRFIRST TR EXCHNG TRADED FD VI
$6.5M
ABBVABBVIE INC
$6.2M
BACVERIZON COMMUNICATIONS INC
$6.1M
BBINJ P MORGAN EXCHANGE TRADED F
$6.1M
NOBLPROSHARES TR
$6.0M
PGPROCTER AND GAMBLE CO
$5.9M
CVXCHEVRON CORP NEW
$5.8M
SPABSPDR SERIES TRUST
$5.8M
JNJJOHNSON & JOHNSON
$5.8M
AFLAFLAC INC
$5.7M
VVISA INC
$5.6M
PNCPNC FINL SVCS GROUP INC
$5.5M
XOMEXXON MOBIL CORP
$5.5M
MRKMERCK & CO INC
$5.5M
IJHISHARES TR
$5.4M
ORCLORACLE CORP
$5.3M
BUFDFIRST TR EXCHNG TRADED FD VI
$5.3M
KOCOCA COLA CO
$5.1M
CATCATERPILLAR INC
$4.9M
WMWASTE MGMT INC DEL
$4.8M
REGLPROSHARES TR
$4.7M
VOOVANGUARD INDEX FDS
$4.6M
BTTBLACKROCK MUN TARGET TERM TR
$4.5M
DISDISNEY WALT CO
$4.3M
AMATAPPLIED MATLS INC
$4.2M
LEADSIREN ETF TR
$4.2M
PWRQUANTA SVCS INC
$4.2M
RTXRTX CORPORATION
$4.2M
SPBOSPDR SERIES TRUST
$4.1M
MAMASTERCARD INCORPORATED
$4.1M
MCDMCDONALDS CORP
$4.0M
DFAEDIMENSIONAL ETF TRUST
$4.0M
AXPAMERICAN EXPRESS CO
$4.0M
PPLPPL CORP
$4.0M
MINTPIMCO ETF TR
$3.9M
LMTLOCKHEED MARTIN CORP
$3.7M
RSPINVESCO EXCHANGE TRADED FD T
$3.7M
BRK-BBERKSHIRE HATHAWAY INC DEL
$3.6M
VGTVANGUARD WORLD FD
$3.6M
CMICUMMINS INC
$3.6M
DYHTARGET CORP
$3.6M
AVGOBROADCOM INC
$3.5M
COSTCOSTCO WHSL CORP NEW
$3.5M
XLRESELECT SECTOR SPDR TR
$3.4M
HDHOME DEPOT INC
$3.4M
AMGNAMGEN INC
$3.4M
EMREMERSON ELEC CO
$3.4M
NEENEXTERA ENERGY INC
$3.3M
4I1PHILIP MORRIS INTL INC
$3.3M
QCOMQUALCOMM INC
$3.3M
PFEPFIZER INC
$3.2M
DIVOAMPLIFY ETF TR
$3.2M
YOUCLEAR SECURE INC
$3.2M
GLDMWORLD GOLD TR
$3.2M
BMYBRISTOL-MYERS SQUIBB CO
$3.1M
TXNTEXAS INSTRS INC
$3.1M
ABTABBOTT LABS
$3.1M
PSEPINNOVATOR ETFS TRUST
$3.1M
VIGVANGUARD SPECIALIZED FUNDS
$3.0M
TAT&T INC
$3.0M
IJRISHARES TR
$3.0M
MMM3M CO
$3.0M
DEDEERE & CO
$2.9M
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