Shayne & Jacobs, LLC Top Holdings and 13F Report (2026) About Shayne & Jacobs, LLCInvestment ActivityShayne & Jacobs, LLC has $323.60 million in total holdings as of March 31, 2026.Shayne & Jacobs, LLC owns shares of 94 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 2.69% of the portfolio was purchased this quarter.About 2.44% of the portfolio was sold this quarter.This quarter, Shayne & Jacobs, LLC has purchased 95 new stocks and bought additional shares in 6 stocks.Shayne & Jacobs, LLC sold shares of 25 stocks and completely divested from 6 stocks this quarter.Largest Holdings Berkshire Hathaway $79,337,310HCA Healthcare $43,304,299Berkshire Hathaway $14,362,800Vanguard Total Stock Market ETF $12,794,865American Express $12,466,411 Largest New Holdings this Quarter 12514G108 - CDW $3,210,661 HoldingG0250X149 - AMCOR PLC $1,026,067 Holding72348N109 - PINNACLE FINL PARTNERS INC $258,420 Holding922908629 - Vanguard Mid-Cap ETF $253,867 Holding907818108 - Union Pacific $203,558 Holding Largest Purchases this Quarter CDW 26,530 shares (about $3.21M)APTIV PLC 28,070 shares (about $1.95M)Walt Disney 14,550 shares (about $1.40M)AMCOR PLC 25,813 shares (about $1.03M)Robert Half 10,660 shares (about $270.76K) Largest Sales this Quarter Berkshire Hathaway 2,724 shares (about $1.31M)Vanguard Total Stock Market ETF 3,240 shares (about $1.04M)TechnipFMC 14,035 shares (about $970.24K)Berkshire Hathaway 1 shares (about $718.14K)Applied Materials 2,071 shares (about $707.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShayne & Jacobs, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$79,337,310$1,305,341 ▼-1.6%165,56224.5%FinanceHCAHCA Healthcare$43,304,299$4,732 ▼0.0%91,50613.4%MedicalBRK.ABerkshire Hathaway$14,362,800$718,140 ▼-4.8%204.4%FinanceVTIVanguard Total Stock Market ETF$12,794,865$1,039,424 ▼-7.5%39,8834.0%ETFAXPAmerican Express$12,466,411$21,174 ▼-0.2%41,2143.9%FinanceSYYSysco$11,719,9470.0%164,3063.6%Consumer StaplesFTITechnipFMC$10,620,788$970,240 ▼-8.4%153,6353.3%EnergyGOOGLAlphabet$7,465,920$215,670 ▼-2.8%25,9632.3%Computer and TechnologyAMATApplied Materials$6,980,719$707,847 ▼-9.2%20,4242.2%Computer and TechnologyBKBNY$6,921,705$93,718 ▼-1.3%58,3472.1%FinanceGSThe Goldman Sachs Group$6,720,545$27,072 ▼-0.4%7,9442.1%FinanceMSFTMicrosoft$6,442,6270.0%17,4052.0%Computer and TechnologyWALMART INC$5,141,091$47,226 ▼-0.9%41,3671.6%COMCBRECBRE Group$4,690,438$16,255 ▼-0.3%34,6261.4%FinanceDISWalt Disney$4,158,797$1,402,329 ▲50.9%43,1501.3%Consumer DiscretionaryRHIRobert Half$3,896,995$270,764 ▲7.5%153,4251.2%Business ServicesAPTIV PLC$3,801,840$1,949,181 ▲105.2%54,7501.2%COM SHSPHMPulteGroup$3,786,1010.0%32,1921.2%ConstructionWFCWells Fargo & Company$3,558,9650.0%44,7051.1%FinanceCDWCDW$3,210,661$3,210,661 ▲New Holding26,5301.0%Computer and TechnologyAAPLApple$3,062,078$73,348 ▲2.5%12,0650.9%Computer and TechnologyOMCOmnicom Group$2,914,572$135,558 ▼-4.4%38,7010.9%Business ServicesRTXRTX$2,650,832$13,503 ▼-0.5%13,7420.8%AerospaceAGCOAGCO$2,521,3310.0%21,7600.8%IndustrialsLABCORP HOLDINGS INC$2,430,6390.0%9,1100.8%COM SHSPMPhilip Morris International$2,420,7430.0%14,6410.7%Consumer StaplesVBRVanguard Small-Cap Value ETF$2,377,1500.0%10,9420.7%ETFTE CONNECTIVITY PLC$2,341,8600.0%11,2040.7%ORD SHSVGITVanguard Intermediate-Term Treasury ETF$2,291,4840.0%38,4800.7%ETFBMYBristol Myers Squibb$2,275,952$5,640 ▲0.2%37,5260.7%MedicalVGSHVanguard Short-Term Treasury ETF$2,098,9520.0%35,8550.6%ETFUNHUnitedHealth Group$2,033,4840.0%7,5150.6%MedicalCSLCarlisle Companies$1,919,983$3,336 ▼-0.2%5,7550.6%Multi-Sector ConglomeratesCRD.BCrawford & Company$1,785,0660.0%176,0420.6%Business ServicesCBChubb$1,750,2440.0%5,3700.5%FinanceTHOThor Industries$1,737,6870.0%21,7510.5%Auto/Tires/TrucksAIGAmerican International Group$1,714,1950.0%22,7800.5%FinanceNVSTEnvista$1,488,7120.0%58,6800.5%MedicalMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,429,9040.0%14,2180.4%ETFCRD.ACrawford & Company$1,206,5490.0%121,0180.4%Business ServicesBACBank of America$1,147,5260.0%23,5390.4%FinanceVACMarriott Vacations Worldwide$1,130,483$56,459 ▼-4.8%17,3600.3%Consumer DiscretionaryAMCOR PLC$1,026,067$1,026,067 ▲New Holding25,8130.3%COM NEWNSCNorfolk Southern$1,017,7020.0%3,5460.3%TransportationIEFAiShares Core MSCI EAFE ETF$989,764$8,238 ▼-0.8%10,9330.3%ETFEFAiShares MSCI EAFE ETF$976,4480.0%10,0530.3%FinanceTIPiShares TIPS Bond ETF$975,582$4,414 ▼-0.5%8,8400.3%ETFHUNHuntsman$973,493$103,831 ▼-9.6%73,1400.3%Basic MaterialsCNNECannae$962,8460.0%84,6830.3%FinanceVCSHVanguard Short-Term Corporate Bond ETF$945,057$12,921 ▼-1.3%11,9220.3%ETFVBVanguard Small-Cap ETF$934,007$59,194 ▲6.8%3,5660.3%ETFVUGVanguard Growth ETF$917,2590.0%2,1000.3%ETFKIMBERLY-CLARK CORP$838,3240.0%8,6900.3%COMADPAutomatic Data Processing$744,6550.0%3,6650.2%Computer and TechnologyMRKMerck & Co., Inc.$674,9470.0%5,6110.2%MedicalQCOMQualcomm$671,9630.0%5,2180.2%Computer and TechnologyACNAccenture$664,8660.0%3,3530.2%Computer and TechnologyXOMExxonMobil$649,7980.0%3,8300.2%EnergyBNDXVanguard Total International Bond ETF$633,7800.0%13,1900.2%ETFAMZNAmazon.com$583,1560.0%2,8000.2%Retail/WholesaleMETAMeta Platforms$557,8260.0%9750.2%Computer and TechnologySTTState Street$551,9280.0%4,3610.2%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$546,9530.0%10,9500.2%ManufacturingEWYiShares MSCI South Korea ETF$538,1690.0%4,3750.2%ETFJNJJohnson & Johnson$515,7680.0%2,1100.2%MedicalSGOViShares 0-3 Month Treasury Bond ETF$513,3660.0%5,1000.2%ETFBPBP$490,9620.0%10,4460.2%EnergyCVXChevron$482,9050.0%2,3340.1%EnergyBSVVanguard Short-Term Bond ETF$452,8180.0%5,7750.1%ETFEWPiShares MSCI Spain ETF$449,6320.0%8,2790.1%ETFDJCODaily Journal Corp. (S.C.)$443,270$72,351 ▼-14.0%9190.1%Consumer StaplesDUKDuke Energy$377,3690.0%2,8820.1%UtilitiesCOPConocoPhillips$370,7880.0%2,8090.1%EnergyVEUVanguard FTSE All-World ex-US ETF$364,9860.0%4,8600.1%ETFVMBSVanguard Mortgage-Backed Securities ETF$358,886$35,025 ▼-8.9%7,6440.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$350,5570.0%3,7800.1%ETFRFRegions Financial$344,6010.0%13,1930.1%FinanceCATCaterpillar$341,8100.0%4820.1%IndustrialsAGZiShares Agency Bond ETF$332,9700.0%3,0350.1%FinanceEWIiShares MSCI Italy ETF$319,0780.0%5,9730.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$305,8800.0%6,0000.1%ETFCSCOCisco Systems$294,842$38,795 ▼-11.6%3,8000.1%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$290,1380.0%3,0400.1%ETFABTAbbott Laboratories$287,4760.0%2,8000.1%MedicalIVViShares Core S&P 500 ETF$285,453$5,879 ▼-2.0%4370.1%ETFSTZConstellation Brands$277,5000.0%1,8500.1%Consumer StaplesPINNACLE FINL PARTNERS INC$258,420$258,420 ▲New Holding3,0000.1%COMVOVanguard Mid-Cap ETF$253,867$253,867 ▲New Holding8840.1%ETFNHINational Health Investors$250,6660.0%3,1000.1%FinanceDBEFXtrackers MSCI EAFE Hedged Equity ETF$240,3800.0%4,8660.1%ETFTFCTruist Financial$232,3330.0%5,0540.1%FinanceVVVanguard Large-Cap ETF$216,367$44,827 ▼-17.2%7240.1%ETFVWOVanguard FTSE Emerging Markets ETF$209,2820.0%3,8720.1%ETFUNPUnion Pacific$203,558$203,558 ▲New Holding8390.1%TransportationAMCRAmcor$0$1,076,702 ▼-100.0%00.0%IndustrialsPINNACLE FINL PARTNERS INC$0$286,230 ▼-100.0%00.0%COMPAYXPaychex$0$224,360 ▼-100.0%00.0%Computer and TechnologyGEGE Aerospace$0$207,920 ▼-100.0%00.0%AerospaceABBVAbbVie$0$207,240 ▼-100.0%00.0%MedicalSYKStryker$0$205,610 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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