Shayne & Jacobs, LLC Top Holdings and 13F Report (2025)

About Shayne & Jacobs, LLC

Investment Activity

Shayne & Jacobs, LLC has $381.92 million in total holdings as of December 31, 2024.
Shayne & Jacobs, LLC owns shares of 94 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
Approximately 0.47% of the portfolio was purchased this quarter.
About 1.73% of the portfolio was sold this quarter.
This quarter, Shayne & Jacobs, LLC has purchased 96 new stocks and bought additional shares in 15 stocks.
Shayne & Jacobs, LLC sold shares of 35 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $131,839,208
Berkshire Hathaway: $32,003,240
HCA Healthcare: $28,697,642
Sysco: $25,421,803
Vanguard Total Stock Market ETF: $20,630,414

Largest New Holdings this Quarter

Stryker: $210,629 Holding

Largest Purchases this Quarter

Vanguard Short-Term Treasury Index ETF: 12,405 shares (about $721.72K)
Vanguard Intermediate-Term Treasury Index ETF: 8,655 shares (about $501.99K)
Stryker: 585 shares (about $210.63K)
iShares MSCI South Korea ETF: 1,882 shares (about $95.77K)
iShares 0-3 Month Treasury Bond ETF: 500 shares (about $50.16K)

Largest Sales this Quarter

Vanguard Total Stock Market ETF: 3,941 shares (about $1.14M)
Berkshire Hathaway: 1,078 shares (about $488.64K)
CBRE Group: 1,852 shares (about $243.15K)
American Express: 750 shares (about $222.59K)
Amazon.com: 1,000 shares (about $219.39K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$131,839,208	$488,636 ▼	-0.4%	290,856	34.5%	Finance
BRK.A Berkshire Hathaway	$32,003,240		0.0%	47	8.4%	Finance
HCA HCA Healthcare	$28,697,642	$129,065 ▼	-0.4%	95,611	7.5%	Medical
SYY Sysco	$25,421,803	$64,379 ▼	-0.3%	332,485	6.7%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$20,630,414	$1,142,141 ▼	-5.2%	71,186	5.4%	ETF
AXP American Express	$18,796,304	$222,592 ▼	-1.2%	63,332	4.9%	Finance
MSFT Microsoft	$7,276,555	$42,151 ▲	0.6%	17,263	1.9%	Computer and Technology
FTI TechnipFMC	$5,233,076	$20,113 ▼	-0.4%	180,825	1.4%	Oils/Energy
GOOGL Alphabet	$4,979,915	$106,008 ▼	-2.1%	26,307	1.3%	Computer and Technology
BK Bank of New York Mellon	$4,919,963		0.0%	64,037	1.3%	Finance
GS The Goldman Sachs Group	$4,757,327	$211,869 ▼	-4.3%	8,308	1.2%	Finance
CBRE CBRE Group	$4,627,447	$243,149 ▼	-5.0%	35,246	1.2%	Finance
WMT Walmart	$4,063,943	$207,805 ▼	-4.9%	44,980	1.1%	Retail/Wholesale
UNH UnitedHealth Group	$3,871,852	$166,934 ▼	-4.1%	7,654	1.0%	Medical
AMAT Applied Materials	$3,529,884	$155,149 ▼	-4.2%	21,705	0.9%	Computer and Technology
PHM PulteGroup	$3,354,882	$188,397 ▼	-5.3%	30,807	0.9%	Construction
DIS Walt Disney	$3,209,107	$48,994 ▼	-1.5%	28,820	0.8%	Consumer Discretionary
OMC Omnicom Group	$2,915,121	$47,322 ▲	1.7%	33,881	0.8%	Business Services
WFC Wells Fargo & Company	$2,878,224		0.0%	40,977	0.8%	Finance
RHI Robert Half	$2,872,161	$143,738 ▼	-4.8%	40,763	0.8%	Business Services
AAPL Apple	$2,680,120	$250 ▲	0.0%	10,702	0.7%	Computer and Technology
CSL Carlisle Companies	$2,166,935	$132,782 ▼	-5.8%	5,875	0.6%	Multi-Sector Conglomerates
VBR Vanguard Small-Cap Value ETF	$2,153,622	$8,918 ▲	0.4%	10,867	0.6%	ETF
BMY Bristol-Myers Squibb	$2,136,347	$98,528 ▼	-4.4%	37,771	0.6%	Medical
LABCORP HOLDINGS INC	$2,110,891	$9,173 ▲	0.4%	9,205	0.6%	COM SHS
CRD.B Crawford & Company	$2,060,266	$138,397 ▼	-6.3%	177,151	0.5%	Business Services
THO THOR Industries	$2,054,032	$61,254 ▼	-2.9%	21,461	0.5%	Construction
AGCO AGCO	$2,015,429	$76,654 ▼	-3.7%	21,560	0.5%	Industrial Products
AIG American International Group	$1,851,595	$156,520 ▼	-7.8%	25,434	0.5%	Finance
VGIT Vanguard Intermediate-Term Treasury Index ETF	$1,808,440	$501,990 ▲	38.4%	31,180	0.5%	ETF
VAC Marriott Vacations Worldwide	$1,772,921	$21,552 ▼	-1.2%	19,743	0.5%	Consumer Discretionary
PM Philip Morris International	$1,743,631		0.0%	14,488	0.5%	Consumer Staples
CNNE Cannae	$1,726,946	$52,033 ▼	-2.9%	86,956	0.5%	Finance
TE CONNECTIVITY PLC	$1,725,219	$160,126 ▼	-8.5%	12,067	0.5%	ORD SHS
VGSH Vanguard Short-Term Treasury Index ETF	$1,636,313	$721,723 ▲	78.9%	28,125	0.4%	ETF
RTX RTX	$1,598,325		0.0%	13,812	0.4%	Aerospace
HUN Huntsman	$1,591,256	$109,262 ▼	-6.4%	88,256	0.4%	Basic Materials
CB Chubb	$1,490,086	$110,520 ▼	-6.9%	5,393	0.4%	Finance
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$1,434,661	$29,600 ▼	-2.0%	14,298	0.4%	ETF
CRD.A Crawford & Company	$1,406,956	$32,553 ▲	2.4%	121,709	0.4%	Business Services
KMB Kimberly-Clark	$1,234,790	$57,264 ▼	-4.4%	9,423	0.3%	Consumer Staples
BERY Berry Global Group	$1,181,521		0.0%	18,270	0.3%	Industrial Products
ACN Accenture	$1,179,552	$98,501 ▼	-7.7%	3,353	0.3%	Computer and Technology
ADP Automatic Data Processing	$1,175,311	$6,733 ▲	0.6%	4,015	0.3%	Business Services
BAC Bank of America	$1,126,834		0.0%	25,639	0.3%	Finance
NVST Envista	$1,123,835	$83,719 ▼	-6.9%	58,260	0.3%	Medical
TIP iShares TIPS Bond ETF	$970,671	$5,328 ▼	-0.5%	9,110	0.3%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$962,643		0.0%	12,340	0.3%	ETF
VUG Vanguard Growth ETF	$861,924		0.0%	2,100	0.2%	ETF
ORCL Oracle	$845,162		0.0%	5,072	0.2%	Computer and Technology
QCOM QUALCOMM	$818,241	$30,726 ▲	3.9%	5,326	0.2%	Computer and Technology
VB Vanguard Small-Cap ETF	$797,730		0.0%	3,320	0.2%	ETF
NSC Norfolk Southern	$780,847	$11,735 ▲	1.5%	3,327	0.2%	Transportation
IEFA iShares Core MSCI EAFE ETF	$776,524		0.0%	11,049	0.2%	ETF
EFA iShares MSCI EAFE ETF	$774,473		0.0%	10,243	0.2%	Finance
DJCO Daily Journal	$766,219		0.0%	1,349	0.2%	Consumer Staples
BNDX Vanguard Total International Bond ETF	$646,970		0.0%	13,190	0.2%	ETF
AMZN Amazon.com	$614,292	$219,390 ▼	-26.3%	2,800	0.2%	Retail/Wholesale
MRK Merck & Co., Inc.	$558,182		0.0%	5,611	0.1%	Medical
BSCP Invesco BulletShares 2025 Corporate Bond ETF	$543,611		0.0%	26,325	0.1%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$530,199		0.0%	10,950	0.1%	Manufacturing
EWI iShares MSCI Italy ETF	$523,579		0.0%	14,556	0.1%	ETF
EWP iShares MSCI Spain ETF	$519,218		0.0%	16,722	0.1%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$511,632	$50,160 ▲	10.9%	5,100	0.1%	ETF
EWY iShares MSCI South Korea ETF	$476,381	$95,775 ▲	25.2%	9,361	0.1%	ETF
BSV Vanguard Short-Term Bond ETF	$446,234		0.0%	5,775	0.1%	ETF
STT State Street	$428,032		0.0%	4,361	0.1%	Finance
VMBS Vanguard Mortgage-Backed Securities ETF	$380,403		0.0%	8,390	0.1%	ETF
XOM Exxon Mobil	$355,304		0.0%	3,303	0.1%	Oils/Energy
PNFP Pinnacle Financial Partners	$343,170		0.0%	3,000	0.1%	Finance
USMV iShares MSCI USA Min Vol Factor ETF	$340,954	$7,103 ▼	-2.0%	3,840	0.1%	ETF
CVX Chevron	$335,160		0.0%	2,314	0.1%	Oils/Energy
AGZ iShares Agency Bond ETF	$327,659		0.0%	3,035	0.1%	Finance
CSCO Cisco Systems	$325,600		0.0%	5,500	0.1%	Computer and Technology
ABT Abbott Laboratories	$316,708		0.0%	2,800	0.1%	Medical
RF Regions Financial	$310,299		0.0%	13,193	0.1%	Finance
BP BP	$308,784		0.0%	10,446	0.1%	Oils/Energy
IVV iShares Core S&P 500 ETF	$307,880	$2,355 ▼	-0.8%	523	0.1%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$304,260		0.0%	6,000	0.1%	ETF
JNJ Johnson & Johnson	$302,834	$21,982 ▲	7.8%	2,094	0.1%	Medical
VEU Vanguard FTSE All-World ex-US ETF	$285,902		0.0%	4,980	0.1%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$281,048		0.0%	3,040	0.1%	ETF
PAYX Paychex	$280,440		0.0%	2,000	0.1%	Business Services
VV Vanguard Large-Cap ETF	$278,870		0.0%	1,034	0.1%	ETF
COP ConocoPhillips	$278,569		0.0%	2,809	0.1%	Oils/Energy
DUK Duke Energy	$269,350		0.0%	2,500	0.1%	Utilities
EPOL iShares MSCI Poland ETF	$255,470		0.0%	12,241	0.1%	ETF
PEP PepsiCo	$232,956	$7,147 ▲	3.2%	1,532	0.1%	Consumer Staples
NVDA NVIDIA	$227,401	$14,372 ▼	-5.9%	1,693	0.1%	Computer and Technology
TFC Truist Financial	$220,630		0.0%	5,086	0.1%	Finance
NHI National Health Investors	$214,830		0.0%	3,100	0.1%	Finance
SYK Stryker	$210,629	$210,629 ▲	New Holding	585	0.1%	Medical
META Meta Platforms	$207,856		0.0%	355	0.1%	Computer and Technology
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$201,452		0.0%	4,866	0.1%	ETF
APTV Aptiv	$0	$1,009,580 ▼	-100.0%	0	0.0%	Business Services
GPK Graphic Packaging	$0	$215,622 ▼	-100.0%	0	0.0%	Industrial Products
VWO Vanguard FTSE Emerging Markets ETF	$0	$202,501 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Shayne & Jacobs, LLC Top Holdings and 13F Report (2025)

About Shayne & Jacobs, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Shayne & Jacobs, LLC Top Holdings and 13F Report (2025)

About Shayne & Jacobs, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofShayne & Jacobs, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools