Long-term investor
Jacobi Capital Management LLC @jacobicapitalmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001689646).
Record
- Tracked since 2025-06-30 (446 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days +8.7% · 6 months n/a · 1 year +15.4% · all +15.4%
- Max drawdown n/a · win rate 15% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 14.7% · long · since 2025-06-30
- BRK-B · 5.0% · long · since 2025-06-30
- 46090E103 · 3.3% · long · since 2025-06-30
- 922908769 · 1.9% · long · since 2025-06-30
- 78464A805 · 1.7% · long · since 2025-06-30
- AAPL · 1.6% · long · since 2025-06-30
- 78468R663 · 1.6% · long · since 2025-12-31
- 26923N405 · 1.5% · long · since 2025-06-30
- 464287655 · 1.4% · long · since 2025-06-30
- 33740U729 · 1.3% · long · since 2025-06-30
- 78463X848 · 1.3% · long · since 2025-06-30
- 46641Q837 · 1.2% · long · since 2025-06-30