Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2015 |
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.