Jacobi Capital Management LLC
CIK Number: 0001689646
1.34B
Market Value
549
# of Holdings
19 months
Avg. Holding Period
33.92%
Win Rate
20.72%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 526.57 | +0.17% | 333.25K | -5.61% | 195.31M | 342.64 | 14.59% |
| 2 | BRK-B | Berkshire Hatha... | 518.42 | +0.38% | 167.41K | -0.05% | 75.88M | 225.01 | 5.67% |
| 3 | QQQ | Invesco QQQ Tru... | 444.07 | -0.02% | 82.57K | +0.09% | 42.21M | 239.23 | 3.15% |
| 4 | VTI | Vanguard Total ... | 258.83 | +0.24% | 97.89K | +4.68% | 28.37M | 263.69 | 2.12% |
| 5 | AAPL | Apple Inc. | 196.91 | +1.36% | 99.57K | +4.86% | 24.93M | 63.2 | 1.86% |
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