Shayne & Jacobs, LLC Top Holdings and 13F Report (2026) About Shayne & Jacobs, LLCInvestment ActivityShayne & Jacobs, LLC has $337.18 million in total holdings as of June 30, 2026.Shayne & Jacobs, LLC owns shares of 101 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 2.65% of the portfolio was purchased this quarter.About 4.30% of the portfolio was sold this quarter.This quarter, Shayne & Jacobs, LLC has purchased 94 new stocks and bought additional shares in 14 stocks.Shayne & Jacobs, LLC sold shares of 40 stocks and completely divested from 0 stocks this quarter.Largest Holdings Berkshire Hathaway $80,105,934HCA Healthcare $35,677,274Vanguard Total Stock Market ETF $14,641,742American Express $13,915,267Sysco $13,328,085 Largest New Holdings this Quarter 363576109 - Arthur J. Gallagher & Co. $1,827,377 Holding922040845 - VANGUARD INSTL INDEX FD $1,703,557 HoldingG9600F104 - VERSIGENT PLC $740,342 Holding00287Y109 - AbbVie $228,237 Holding369604301 - GE Aerospace $220,875 Holding Largest Purchases this Quarter Arthur J. Gallagher & Co. 7,960 shares (about $1.83M)VANGUARD INSTL INDEX FD 22,510 shares (about $1.70M)Thor Industries 13,740 shares (about $1.03M)Vanguard Growth ETF 10,500 shares (about $904.47K)VERSIGENT PLC 17,623 shares (about $740.34K) Largest Sales this Quarter Berkshire Hathaway 5 shares (about $3.74M)Applied Materials 5,015 shares (about $3.63M)Berkshire Hathaway 5,475 shares (about $2.74M)BANK OF NY MELLON CORP 12,613 shares (about $1.82M)The Goldman Sachs Group 630 shares (about $637.16K) 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$80,105,934$2,739,635 â–¼-3.3%160,08723.8%FinanceHCAHCA Healthcare$35,677,2740.0%91,50610.6%HealthcareVTIVanguard Total Stock Market ETF$14,641,742$116,563 â–¼-0.8%39,5684.3%ETFAXPAmerican Express$13,915,267$25,369 â–¼-0.2%41,1394.1%FinanceSYYSysco$13,328,085$404,611 â–¼-2.9%159,4654.0%Consumer StaplesBRK.ABerkshire Hathaway$11,232,750$3,744,250 â–¼-25.0%153.3%FinanceAMATApplied Materials$11,140,707$3,625,845 â–¼-24.6%15,4093.3%TechnologyFTITechnipFMC$9,995,057$190,944 â–¼-1.9%150,7553.0%EnergyGOOGLAlphabet$9,167,613$110,785 â–¼-1.2%25,6532.7%Communication ServicesGSThe Goldman Sachs Group$7,397,160$637,163 â–¼-7.9%7,3142.2%FinanceBANK OF NY MELLON CORP$6,613,594$1,823,966 â–¼-21.6%45,7342.0%COMMSFTMicrosoft$6,492,2330.0%17,4051.9%TechnologyRHIRobert Half$4,708,613$1,535 â–¼0.0%153,3751.4%IndustrialsWALMART INC$4,638,110$47,116 â–¼-1.0%40,9511.4%COMCBRECBRE Group$4,628,757$35,019 â–¼-0.8%34,3661.4%Real EstateDISWalt Disney$4,396,751$243,606 â–²5.9%45,6811.3%Communication ServicesPHMPulteGroup$4,382,762$34,303 â–¼-0.8%31,9421.3%Consumer DiscretionaryAPTIV PLC$3,835,022$474,467 â–²14.1%62,4801.1%COM SHSWFCWells Fargo & Company$3,694,4210.0%44,7051.1%FinanceCDWCDW$3,628,512$102,667 â–¼-2.8%25,8001.1%TechnologyAAPLApple$3,491,531$289 â–²0.0%12,0661.0%TechnologyUNHUnitedHealth Group$3,098,522$24,938 â–¼-0.8%7,4550.9%HealthcareOMCOmnicom Group$2,978,820$160,226 â–²5.7%40,9010.9%Communication ServicesVGITVanguard Intermediate-Term Treasury ETF$2,710,131$440,581 â–²19.4%45,9500.8%ETFTHOThor Industries$2,667,504$1,032,699 â–²63.2%35,4910.8%Consumer DiscretionaryPMPhilip Morris International$2,646,895$1,809 â–¼-0.1%14,6310.8%Consumer StaplesVBRVanguard Small-Cap Value ETF$2,646,647$12,149 â–¼-0.5%10,8920.8%ETFAGCOAGCO$2,614,248$9,576 â–²0.4%21,8400.8%IndustrialsRTXRTX$2,607,2700.0%13,7420.8%IndustrialsLABCORP HOLDINGS INC$2,536,800$14,000 â–¼-0.5%9,0600.8%COM SHSCSLCarlisle Companies$2,328,855$241,229 â–²11.6%6,4200.7%IndustrialsTE CONNECTIVITY PLC$2,238,677$20,161 â–¼-0.9%11,1040.7%ORD SHSBMYBristol Myers Squibb$2,167,371$5,128 â–²0.2%37,6150.6%HealthcareVGSHVanguard Short-Term Treasury ETF$2,027,397$59,364 â–¼-2.8%34,8350.6%ETFCRD.BCrawford & Company$1,836,1180.0%176,0420.5%FinanceAJGArthur J. Gallagher & Co.$1,827,377$1,827,377 â–²New Holding7,9600.5%FinanceCBChubb$1,809,329$20,444 â–¼-1.1%5,3100.5%FinanceVACMarriott Vacations Worldwide$1,758,449$10,188 â–¼-0.6%17,2600.5%Consumer DiscretionaryVANGUARD INSTL INDEX FD$1,703,557$1,703,557 â–²New Holding22,5100.5%0 3 MO TR BI ETFAIGAmerican International Group$1,681,397$16,397 â–¼-1.0%22,5600.5%FinanceNVSTEnvista$1,546,2180.0%58,6800.5%HealthcareMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,376,863$56,454 â–¼-3.9%13,6580.4%ETFCRD.ACrawford & Company$1,343,587$20,286 â–¼-1.5%119,2180.4%FinanceBACBank of America$1,341,2520.0%23,5390.4%FinanceCNNECannae$1,211,947$7,488 â–¼-0.6%84,1630.4%FinanceAMCOR PLC$1,118,9940.0%25,8130.3%COM NEWNSCNorfolk Southern$1,115,5370.0%3,5460.3%IndustrialsVUGVanguard Growth ETF$1,085,364$904,470 â–²500.0%12,6000.3%ETFIEFAiShares Core MSCI EAFE ETF$1,078,702$22,793 â–²2.2%11,1690.3%ETFVBVanguard Small-Cap ETF$1,077,895$3,031 â–¼-0.3%3,5560.3%ETFEFAiShares MSCI EAFE ETF$1,044,3060.0%10,0530.3%ETFQCOMQualcomm$964,2630.0%5,2180.3%TechnologyKIMBERLY-CLARK CORP$953,352$549 â–¼-0.1%8,6850.3%COMTIPiShares TIPS Bond ETF$945,475$21,886 â–¼-2.3%8,6400.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$921,253$20,943 â–¼-2.2%11,6570.3%ETFEWYiShares MSCI South Korea ETF$883,3130.0%4,3750.3%ETFADPAutomatic Data Processing$820,7770.0%3,6650.2%IndustrialsHUNHuntsman$773,348$3,398 â–¼-0.4%72,8200.2%MaterialsVERSIGENT PLC$740,342$740,342 â–²New Holding17,6230.2%ORDINARY SHARESMRKMerck & Co., Inc.$721,0140.0%5,6110.2%HealthcareAMZNAmazon.com$667,3520.0%2,8000.2%Consumer DiscretionaryBNDXVanguard Total International Bond ETF$625,231$13,560 â–¼-2.1%12,9100.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$550,0190.0%10,9500.2%ETFMETAMeta Platforms$549,2080.0%9750.2%Communication ServicesXOMExxonMobil$523,6370.0%3,8300.2%EnergyJNJJohnson & Johnson$516,321$19,556 â–¼-3.6%2,0330.2%HealthcareCATCaterpillar$514,625$1,065 â–²0.2%4830.2%IndustrialsSGOViShares 0-3 Month Treasury Bond ETF$513,4170.0%5,1000.2%ETFDJCODaily Journal Corp. (S.C.)$498,387$54,107 â–¼-9.8%8290.1%TechnologyEWPiShares MSCI Spain ETF$491,6900.0%8,2790.1%ETFBSVVanguard Short-Term Bond ETF$449,9300.0%5,7750.1%ETFCSCOCisco Systems$446,3480.0%3,8000.1%TechnologyACNAccenture$413,514$3,733 â–¼-0.9%3,3230.1%TechnologyVEUVanguard FTSE All-World ex-US ETF$407,0250.0%4,8600.1%ETFRFRegions Financial$398,4290.0%13,1930.1%FinanceCVXChevron$386,8840.0%2,3340.1%EnergyBPBP$385,9800.0%10,4460.1%EnergyDUKDuke Energy$364,8040.0%2,8820.1%UtilitiesUSMViShares MSCI USA Min Vol Factor ETF$364,6190.0%3,7800.1%ETFEWIiShares MSCI Italy ETF$353,8410.0%5,9730.1%ETFVMBSVanguard Mortgage-Backed Securities ETF$348,454$9,362 â–¼-2.6%7,4440.1%ETFSTTState Street$348,189$391,437 â–¼-52.9%2,0530.1%FinanceAGZiShares Agency Bond ETF$321,819$9,835 â–¼-3.0%2,9450.1%ETFVOVanguard Mid-Cap ETF$309,227$238,003 â–²334.2%3,8380.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$306,0000.0%6,0000.1%ETFPINNACLE FINL PARTNERS INC$302,6400.0%3,0000.1%COMIVViShares Core S&P 500 ETF$297,309$29,956 â–¼-9.2%3970.1%ETFCOPConocoPhillips$292,0240.0%2,8090.1%EnergyIEFiShares 7-10 Year Treasury Bond ETF$287,4930.0%3,0400.1%ETFVWOVanguard FTSE Emerging Markets ETF$285,080$53,960 â–²23.3%4,7760.1%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$265,8300.0%4,8660.1%ETFSTZConstellation Brands$257,3170.0%1,8500.1%Consumer StaplesABTAbbott Laboratories$254,0720.0%2,8000.1%HealthcareTFCTruist Financial$251,7910.0%5,0540.1%FinanceVVVanguard Large-Cap ETF$248,9910.0%7240.1%ETFNHINational Health Investors$236,4060.0%3,1000.1%Real EstateABBVAbbVie$228,237$228,237 â–²New Holding9070.1%HealthcareUNPUnion Pacific$228,2080.0%8390.1%IndustrialsGEGE Aerospace$220,875$220,875 â–²New Holding5910.1%IndustrialsVOTVanguard Mid-Cap Growth ETF$201,852$201,852 â–²New Holding6590.1%ETFShowing largest 100 holdings. 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