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

About Shayne & Jacobs, LLC

Investment Activity

Shayne & Jacobs, LLC has $406.30 million in total holdings as of March 31, 2025.
Shayne & Jacobs, LLC owns shares of 94 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 0.52% of the portfolio was purchased this quarter.
About 1.10% of the portfolio was sold this quarter.
This quarter, Shayne & Jacobs, LLC has purchased 94 new stocks and bought additional shares in 10 stocks.
Shayne & Jacobs, LLC sold shares of 35 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Berkshire Hathaway: $154,276,709
Berkshire Hathaway: $37,526,755
HCA Healthcare: $33,021,104
Sysco: $24,949,674
Vanguard Total Stock Market ETF: $17,030,736

Largest New Holdings this Quarter

21036P108 - Constellation Brands: $317,490 Holding

Largest Purchases this Quarter

Wells Fargo & Company: 7,200 shares (about $516.89K)
Meta Platforms: 660 shares (about $380.40K)
Constellation Brands: 1,730 shares (about $317.49K)
Apple: 1,071 shares (about $237.89K)
Alphabet: 1,440 shares (about $222.68K)

Largest Sales this Quarter

Vanguard Total Stock Market ETF: 9,220 shares (about $2.53M)
Berkshire Hathaway: 1,178 shares (about $627.38K)
American International Group: 2,504 shares (about $217.70K)
TechnipFMC: 4,570 shares (about $144.82K)
Walmart: 1,363 shares (about $119.66K)

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	$154,276,709	$627,379 ▼	-0.4%	289,678	38.0%	Finance
BRK.A Berkshire Hathaway	$37,526,755		0.0%	47	9.2%	Finance
HCA HCA Healthcare	$33,021,104	$17,278 ▼	-0.1%	95,561	8.1%	Medical
SYY Sysco	$24,949,674		0.0%	332,485	6.1%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$17,030,736	$2,534,025 ▼	-13.0%	61,966	4.2%	ETF
AXP American Express	$16,999,117	$40,357 ▼	-0.2%	63,182	4.2%	Finance
MSFT Microsoft	$6,533,469	$52,931 ▲	0.8%	17,404	1.6%	Computer and Technology
FTI TechnipFMC	$5,585,521	$144,823 ▼	-2.5%	176,255	1.4%	Energy
BK Bank of New York Mellon	$5,370,783		0.0%	64,037	1.3%	Finance
CBRE CBRE Group	$4,575,469	$34,003 ▼	-0.7%	34,986	1.1%	Finance
GS The Goldman Sachs Group	$4,474,661	$63,916 ▼	-1.4%	8,191	1.1%	Finance
GOOGL Alphabet	$4,290,796	$222,682 ▲	5.5%	27,747	1.1%	Computer and Technology
UNH UnitedHealth Group	$4,001,450	$7,333 ▼	-0.2%	7,640	1.0%	Medical
WMT Walmart	$3,829,137	$119,658 ▼	-3.0%	43,617	0.9%	Retail/Wholesale
WFC Wells Fargo & Company	$3,458,627	$516,888 ▲	17.6%	48,177	0.9%	Finance
PHM PulteGroup	$3,309,338	$142,378 ▲	4.5%	32,192	0.8%	Construction
AMAT Applied Materials	$3,268,102	$118,273 ▲	3.8%	22,520	0.8%	Computer and Technology
OMC Omnicom Group	$2,910,224	$101,150 ▲	3.6%	35,101	0.7%	Business Services
DIS Walt Disney	$2,827,755	$16,779 ▼	-0.6%	28,650	0.7%	Consumer Discretionary
AAPL Apple	$2,615,057	$237,894 ▲	10.0%	11,773	0.6%	Computer and Technology
BMY Bristol-Myers Squibb	$2,287,896	$15,735 ▼	-0.7%	37,513	0.6%	Medical
PM Philip Morris International	$2,267,935	$31,746 ▼	-1.4%	14,288	0.6%	Consumer Staples
RHI Robert Half	$2,216,530	$7,091 ▼	-0.3%	40,633	0.5%	Business Services
LABCORP HOLDINGS INC	$2,120,261	$22,110 ▼	-1.0%	9,110	0.5%	COM SHS
VBR Vanguard Small-Cap Value ETF	$2,024,413		0.0%	10,867	0.5%	ETF
AGCO AGCO	$2,014,323	$18,514 ▲	0.9%	21,760	0.5%	Industrials
CRD.B Crawford & Company	$2,010,400	$12,665 ▼	-0.6%	176,042	0.5%	Business Services
AIG American International Group	$1,993,534	$217,698 ▼	-9.8%	22,930	0.5%	Finance
CSL Carlisle Companies	$1,973,198	$27,240 ▼	-1.4%	5,795	0.5%	Multi-Sector Conglomerates
VGIT Vanguard Intermediate-Term Treasury ETF	$1,852,092		0.0%	31,180	0.5%	ETF
RTX RTX	$1,829,538		0.0%	13,812	0.5%	Aerospace
VGSH Vanguard Short-Term Treasury ETF	$1,650,656		0.0%	28,125	0.4%	ETF
TE CONNECTIVITY PLC	$1,624,332	$80,976 ▼	-4.7%	11,494	0.4%	ORD SHS
CB Chubb	$1,621,686	$6,946 ▼	-0.4%	5,370	0.4%	Finance
THO THOR Industries	$1,618,619	$8,339 ▼	-0.5%	21,351	0.4%	Construction
CNNE Cannae	$1,590,421	$3,483 ▼	-0.2%	86,766	0.4%	Finance
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$1,438,665		0.0%	14,298	0.4%	ETF
HUN Huntsman	$1,387,404	$6,158 ▼	-0.4%	87,866	0.3%	Basic Materials
CRD.A Crawford & Company	$1,382,026	$7,891 ▼	-0.6%	121,018	0.3%	Business Services
KMB Kimberly-Clark	$1,328,761	$11,378 ▼	-0.8%	9,343	0.3%	Consumer Staples
VAC Marriott Vacations Worldwide	$1,263,794	$4,497 ▼	-0.4%	19,673	0.3%	Consumer Discretionary
BERY Berry Global Group	$1,234,939	$40,490 ▼	-3.2%	17,690	0.3%	Industrials
ADP Automatic Data Processing	$1,226,703		0.0%	4,015	0.3%	Business Services
BAC Bank of America	$1,069,915		0.0%	25,639	0.3%	Finance
ACN Accenture	$1,046,270		0.0%	3,353	0.3%	Computer and Technology
NVST Envista	$1,012,817	$7,249 ▲	0.7%	58,680	0.2%	Medical
TIP iShares TIPS Bond ETF	$986,479	$25,551 ▼	-2.5%	8,880	0.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$973,725	$395 ▼	0.0%	12,335	0.2%	ETF
IEFA iShares Core MSCI EAFE ETF	$822,240	$13,617 ▼	-1.6%	10,869	0.2%	ETF
EFA iShares MSCI EAFE ETF	$821,632	$15,529 ▼	-1.9%	10,053	0.2%	Finance
QCOM QUALCOMM	$801,335	$16,742 ▼	-2.0%	5,217	0.2%	Computer and Technology
NSC Norfolk Southern	$788,000		0.0%	3,327	0.2%	Transportation
VUG Vanguard Growth ETF	$778,722		0.0%	2,100	0.2%	ETF
VB Vanguard Small-Cap ETF	$736,210		0.0%	3,320	0.2%	ETF
ORCL Oracle	$709,108		0.0%	5,072	0.2%	Computer and Technology
BNDX Vanguard Total International Bond ETF	$643,936		0.0%	13,190	0.2%	ETF
EWP iShares MSCI Spain ETF	$636,439		0.0%	16,722	0.2%	ETF
EWI iShares MSCI Italy ETF	$616,010		0.0%	14,556	0.2%	ETF
META Meta Platforms	$585,005	$380,397 ▲	185.9%	1,015	0.1%	Computer and Technology
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$546,405		0.0%	10,950	0.1%	Manufacturing
BSCP Invesco BulletShares 2025 Corporate Bond ETF	$544,401		0.0%	26,325	0.1%	ETF
AMZN Amazon.com	$532,728		0.0%	2,800	0.1%	Retail/Wholesale
SGOV iShares 0-3 Month Treasury Bond ETF	$513,417		0.0%	5,100	0.1%	ETF
DJCO Daily Journal	$508,658	$27,839 ▼	-5.2%	1,279	0.1%	Consumer Staples
EWY iShares MSCI South Korea ETF	$505,868		0.0%	9,361	0.1%	ETF
MRK Merck & Co., Inc.	$503,643		0.0%	5,611	0.1%	Medical
BSV Vanguard Short-Term Bond ETF	$452,067		0.0%	5,775	0.1%	ETF
XOM Exxon Mobil	$392,826		0.0%	3,303	0.1%	Energy
STT State Street	$390,440		0.0%	4,361	0.1%	Finance
VMBS Vanguard Mortgage-Backed Securities ETF	$388,541		0.0%	8,390	0.1%	ETF
CVX Chevron	$387,109		0.0%	2,314	0.1%	Energy
ABT Abbott Laboratories	$371,420		0.0%	2,800	0.1%	Medical
USMV iShares MSCI USA Min Vol Factor ETF	$359,654		0.0%	3,840	0.1%	ETF
BP BP	$352,970		0.0%	10,446	0.1%	Energy
JNJ Johnson & Johnson	$347,269		0.0%	2,094	0.1%	Medical
EPOL iShares MSCI Poland ETF	$342,870		0.0%	12,241	0.1%	ETF
CSCO Cisco Systems	$339,405		0.0%	5,500	0.1%	Computer and Technology
AGZ iShares Agency Bond ETF	$332,150		0.0%	3,035	0.1%	Finance
PNFP Pinnacle Financial Partners	$318,120		0.0%	3,000	0.1%	Finance
STZ Constellation Brands	$317,490	$317,490 ▲	New Holding	1,730	0.1%	Consumer Staples
PAYX Paychex	$308,560		0.0%	2,000	0.1%	Business Services
JMST JPMorgan Ultra-Short Municipal ETF	$305,100		0.0%	6,000	0.1%	ETF
DUK Duke Energy	$304,925		0.0%	2,500	0.1%	Utilities
COP ConocoPhillips	$295,001		0.0%	2,809	0.1%	Energy
VEU Vanguard FTSE All-World ex-US ETF	$294,808	$7,279 ▼	-2.4%	4,860	0.1%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$289,925		0.0%	3,040	0.1%	ETF
RF Regions Financial	$286,684		0.0%	13,193	0.1%	Finance
IVV iShares Core S&P 500 ETF	$269,712	$24,162 ▼	-8.2%	480	0.1%	ETF
VV Vanguard Large-Cap ETF	$265,769		0.0%	1,034	0.1%	ETF
NHI National Health Investors	$228,966		0.0%	3,100	0.1%	Finance
PEP PepsiCo	$222,661	$7,047 ▼	-3.1%	1,485	0.1%	Consumer Staples
SYK Stryker	$217,766		0.0%	585	0.1%	Medical
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$210,698		0.0%	4,866	0.1%	ETF
TFC Truist Financial	$209,289		0.0%	5,086	0.1%	Finance
NVDA NVIDIA	$0	$227,401 ▼	-100.0%	0	0.0%	Computer and Technology

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

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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