Jacobi Capital Management LLC Q3 2025 Filing

Filed November 7, 2025

Portfolio Value

$1.6B

Holdings

592

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (592 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$247.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$88.8M
NDQINVESCO QQQ TR
$51.2M
VTIVANGUARD INDEX FDS
$32.3M
IWPISHARES TR
$29.6M
AAPLAPPLE INC
$27.2M
MSFTMICROSOFT CORP
$26.2M
SPTMSPDR SERIES TRUST
$20.8M
CWISPDR INDEX SHS FDS
$20.3M
SCHXSCHWAB STRATEGIC TR
$18.8M
VSLUETF OPPORTUNITIES TRUST
$18.5M
GQ9SPDR GOLD TR
$17.9M
IWMISHARES TR
$17.2M
NVDANVIDIA CORPORATION
$16.1M
DFAUDIMENSIONAL ETF TRUST
$15.8M
METAMETA PLATFORMS INC
$14.9M
JPMJPMORGAN CHASE & CO.
$13.7M
BUFZFIRST TR EXCHNG TRADED FD VI
$13.4M
SPABSPDR SERIES TRUST
$13.0M
WMTWALMART INC
$12.4M
BBJPJ P MORGAN EXCHANGE TRADED F
$12.2M
SPEUSPDR INDEX SHS FDS
$12.0M
DFAIDIMENSIONAL ETF TRUST
$11.6M
LLYELI LILLY & CO
$11.1M
QUALISHARES TR
$10.6M
JPSTJ P MORGAN EXCHANGE TRADED F
$10.5M
GOOGLALPHABET INC
$10.2M
GOOGALPHABET INC
$10.1M
CGMUCAPITAL GRP FIXED INCM ETF T
$8.8M
PEPPEPSICO INC
$8.7M
BACBANK AMERICA CORP
$8.6M
IVVISHARES TR
$8.2M
AMZNAMAZON COM INC
$7.9M
ABBVABBVIE INC
$7.8M
VEAVANGUARD TAX-MANAGED FDS
$7.5M
IBMINTERNATIONAL BUSINESS MACHS
$7.4M
BNDVANGUARD BD INDEX FDS
$7.4M
SCHMSCHWAB STRATEGIC TR
$7.2M
JNJJOHNSON & JOHNSON
$7.0M
BUFRFIRST TR EXCHNG TRADED FD VI
$7.0M
CSCOCISCO SYS INC
$6.8M
ORCLORACLE CORP
$6.6M
BBINJ P MORGAN EXCHANGE TRADED F
$6.5M
BACVERIZON COMMUNICATIONS INC
$6.5M
PNCPNC FINL SVCS GROUP INC
$6.3M
NOBLPROSHARES TR
$6.1M
CVXCHEVRON CORP NEW
$6.0M
MRKMERCK & CO INC
$6.0M
AFLAFLAC INC
$6.0M
PGPROCTER AND GAMBLE CO
$5.9M
CATCATERPILLAR INC
$5.8M
XOMEXXON MOBIL CORP
$5.7M
IJHISHARES TR
$5.6M
BUFDFIRST TR EXCHNG TRADED FD VI
$5.6M
VVISA INC
$5.5M
AMATAPPLIED MATLS INC
$5.1M
DFAEDIMENSIONAL ETF TRUST
$5.1M
SPBOSPDR SERIES TRUST
$5.0M
REGLPROSHARES TR
$4.9M
VOOVANGUARD INDEX FDS
$4.9M
RTXRTX CORPORATION
$4.9M
KOCOCA COLA CO
$4.8M
CMICUMMINS INC
$4.7M
WMWASTE MGMT INC DEL
$4.6M
BTTBLACKROCK MUN TARGET TERM TR
$4.6M
LEADSIREN ETF TR
$4.5M
AVGOBROADCOM INC
$4.4M
MCDMCDONALDS CORP
$4.4M
PWRQUANTA SVCS INC
$4.3M
PPLPPL CORP
$4.3M
MAMASTERCARD INCORPORATED
$4.1M
LMTLOCKHEED MARTIN CORP
$4.1M
CBUCOMMUNITY FINANCIAL SYSTEM I
$4.1M
XLRESELECT SECTOR SPDR TR
$4.1M
VGTVANGUARD WORLD FD
$4.0M
DISDISNEY WALT CO
$4.0M
TSLATESLA INC
$3.9M
AXPAMERICAN EXPRESS CO
$3.8M
HDHOME DEPOT INC
$3.8M
BRK-BBERKSHIRE HATHAWAY INC DEL
$3.8M
AMGNAMGEN INC
$3.8M
RSPINVESCO EXCHANGE TRADED FD T
$3.8M
NEENEXTERA ENERGY INC
$3.6M
PFEPFIZER INC
$3.5M
INTCINTEL CORP
$3.5M
QCOMQUALCOMM INC
$3.5M
COSTCOSTCO WHSL CORP NEW
$3.4M
DIVOAMPLIFY ETF TR
$3.4M
DYHTARGET CORP
$3.4M
MINTPIMCO ETF TR
$3.4M
IJRISHARES TR
$3.3M
EMREMERSON ELEC CO
$3.3M
PSEPINNOVATOR ETFS TRUST
$3.2M
VIGVANGUARD SPECIALIZED FUNDS
$3.2M
ABTABBOTT LABS
$3.2M
ETNEATON CORP PLC
$3.1M
XLISELECT SECTOR SPDR TR
$3.1M
COPCONOCOPHILLIPS
$3.1M
MBBISHARES TR
$3.1M
BMYBRISTOL-MYERS SQUIBB CO
$3.1M
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