StockDriftsStockDriftsTop 50 Jacobi Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 14.74% | 405.8K | $263.9M | +7.93%(+29.80K) | $396.97(+88.47%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.11% | 190.7K | $91.4M | +6.39%(+11.45K) | $259.77(+86.34%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.86% | 88.8K | $51.2M | +2.89%(+2.49K) | $204.11(+252.65%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.84% | 102.4K | $32.9M | +1.62%(+1.64K) | $238.18(+54.25%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 1.74% | 340.5K | $31.2M | +46.45%(+107.99K) | $91.58(-0.07%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 1.61% | 363.5K | $28.7M | +4.40%(+15.33K) | $64.91(+39.52%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.57% | 111.0K | $28.2M | +3.81%(+4.07K) | $80.56(+270.16%) | 2026-03-31 | |
| VSLU | ETF OPPORTUNITIES TRUST | 1.44% | 616.0K | $25.8M | +19.82%(+101.88K) | $37.96(+22.83%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.34% | 475.0K | $24.0M | +23.56%(+90.57K) | $50.67(-0.31%) | 2026-03-31 | |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | 1.29% | 881.6K | $23.2M | +13.51%(+104.93K) | $24.52(+12.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.70% | +71.51% |
| Top 20 Holdings Unweighted | +18.94% | +68.25% |
Sign up free to track Jacobi Capital Management LLC, compare funds side by side, and get alerts the moment positions change.