| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 33 | Q2 2024 | 17.2% |
| BERKSHIRE HATHAWAY INC DEL | 33 | Q2 2024 | 6.7% |
| VANGUARD INDEX FDS | 33 | Q2 2024 | 8.0% |
| SPDR GOLD TRUST | 33 | Q2 2024 | 2.9% |
| INTEL CORP | 33 | Q2 2024 | 2.4% |
| APPLE INC | 33 | Q2 2024 | 2.1% |
| META PLATFORMS INC | 33 | Q2 2024 | 2.5% |
| MICROSOFT CORP | 33 | Q2 2024 | 1.8% |
| JOHNSON & JOHNSON | 33 | Q2 2024 | 2.3% |
| WAL-MART STORES INC | 33 | Q2 2024 | 1.5% |
View Jacobi Capital Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| N-PX | 2024-08-07 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-05 |
View Jacobi Capital Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.