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Home > Institutional Investor > Jacobi Capital Management Llc > 13F Holdings

Instuitional Investor - Jacobi Capital Management Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 393,053 $299,754,116 14.19%
2.
Berkshire Hathaway Inc
 BRK-B 206,762 $102,957,171 4.87%
3.
Invesco Qqq Tr
 89,947 $66,539,540 3.15%
4.
Apple Inc.
 AAPL 118,072 $39,320,025 1.86%
5.
Vanguard Index Fds
 103,742 $38,824,124 1.84%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.