JCM
LST

Jacobi Capital Management’s Leuthold Select Industries ETF LST Stock Holding History

Jacobi Capital Management’s Portfolio LST Stock Details LST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.17M Sell
28,851
-742
-3% -$31K 0.07% 270
2025
Q4 		$1.19M Sell
29,593
-247
-0.8% -$9.82K 0.07% 255
2025
Q3 		$1.19M Sell
29,840
-772
-3% -$29.2K 0.07% 255
2025
Q2 		$1.13M Hold
30,612
– – 0.07% 255
2025
Q1 		$994K Buy
+30,612
New +$1.04M 0.07% 252

Other funds holding LST

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Jacobi Capital Management's LST Position: Q1 2026 in Review

Jacobi Capital Management reduced its Leuthold Select Industries ETF (LST) stake by 2.5% in Q1 2026, selling an estimated $31K and leaving 28,851 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #270.

Jacobi Capital Management first reported a position in LST in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.19M in Q3 2025. 55 funds tracked by Wall St. Rank hold LST as of Q1 2026.

  • Jacobi Capital Management held 28,851 shares of Leuthold Select Industries ETF worth $1.17M as of Q1 2026.
  • Jacobi Capital Management sold 742 Leuthold Select Industries ETF shares in Q1 2026, an estimated $31K.
  • Leuthold Select Industries ETF made up 0.07% of Jacobi Capital Management's portfolio in Q1 2026, its #270 holding.
  • Jacobi Capital Management first reported a position in Leuthold Select Industries ETF in Q1 2025 and has held it in 5 quarters since.
  • Jacobi Capital Management's Leuthold Select Industries ETF position peaked at $1.19M in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Leuthold Select Industries ETF as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.