Shayne & Jacobs as of Dec. 31, 2025
Portfolio Holdings for Shayne & Jacobs
Shayne & Jacobs holds 95 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 25.6 | $85M | 168k | 502.65 | |
| Hca Holdings (HCA) | 12.9 | $43M | 92k | 466.86 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 4.8 | $16M | 21.00 | 754800.00 | |
| American Express Company (AXP) | 4.6 | $15M | 41k | 369.95 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.4 | $15M | 43k | 335.27 | |
| SYSCO Corporation (SYY) | 3.7 | $12M | 164k | 73.69 | |
| Microsoft Corporation (MSFT) | 2.5 | $8.4M | 17k | 483.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $8.4M | 27k | 313.00 | |
| Technipfmc (FTI) | 2.3 | $7.5M | 168k | 44.56 | |
| Goldman Sachs (GS) | 2.1 | $7.0M | 8.0k | 879.00 | |
| Bank of New York Mellon Corporation (BK) | 2.1 | $6.9M | 59k | 116.09 | |
| Applied Materials (AMAT) | 1.8 | $5.8M | 23k | 256.99 | |
| Cbre Group Cl A (CBRE) | 1.7 | $5.6M | 35k | 160.79 | |
| Wal-Mart Stores (WMT) | 1.4 | $4.7M | 42k | 111.41 | |
| Wells Fargo & Company (WFC) | 1.3 | $4.2M | 45k | 93.20 | |
| Robert Half International (RHI) | 1.2 | $3.9M | 143k | 27.16 | |
| Pulte (PHM) | 1.1 | $3.8M | 32k | 117.26 | |
| Omni (OMC) | 1.0 | $3.3M | 41k | 80.75 | |
| Walt Disney Company (DIS) | 1.0 | $3.3M | 29k | 113.77 | |
| Apple (AAPL) | 1.0 | $3.2M | 12k | 271.87 | |
| Te Connectivity Ord Shs (TEL) | 0.8 | $2.5M | 11k | 227.51 | |
| Raytheon Technologies Corp (RTX) | 0.8 | $2.5M | 14k | 183.40 | |
| UnitedHealth (UNH) | 0.8 | $2.5M | 7.5k | 330.11 | |
| Philip Morris International (PM) | 0.7 | $2.3M | 15k | 160.40 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $2.3M | 11k | 211.79 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.7 | $2.3M | 39k | 59.93 | |
| Labcorp Holdings Com Shs (LH) | 0.7 | $2.3M | 9.1k | 250.88 | |
| AGCO Corporation (AGCO) | 0.7 | $2.3M | 22k | 104.32 | |
| Thor Industries (THO) | 0.7 | $2.2M | 22k | 102.67 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.6 | $2.1M | 36k | 58.73 | |
| Aptiv Com Shs (APTV) | 0.6 | $2.0M | 27k | 76.09 | |
| Bristol Myers Squibb (BMY) | 0.6 | $2.0M | 37k | 53.94 | |
| American Intl Group Com New (AIG) | 0.6 | $1.9M | 23k | 85.55 | |
| Crawford & Co CL B (CRD.B) | 0.6 | $1.9M | 176k | 10.72 | |
| Carlisle Companies (CSL) | 0.6 | $1.8M | 5.8k | 319.86 | |
| Chubb (CB) | 0.5 | $1.7M | 5.4k | 312.12 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $1.4M | 14k | 100.34 | |
| Crawford & Co Cl A (CRD.A) | 0.4 | $1.4M | 121k | 11.25 | |
| Cannae Holdings (CNNE) | 0.4 | $1.3M | 85k | 15.73 | |
| Bank of America Corporation (BAC) | 0.4 | $1.3M | 24k | 55.00 | |
| Envista Hldgs Corp (NVST) | 0.4 | $1.3M | 59k | 21.71 | |
| Amcor Ord | 0.3 | $1.1M | 129k | 8.34 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.3 | $1.1M | 18k | 57.69 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.0M | 2.1k | 487.86 | |
| Norfolk Southern (NSC) | 0.3 | $1.0M | 3.5k | 288.72 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $986k | 11k | 89.46 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $976k | 8.9k | 109.91 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $965k | 10k | 96.03 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $964k | 12k | 79.73 | |
| Automatic Data Processing (ADP) | 0.3 | $943k | 3.7k | 257.23 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $900k | 3.4k | 268.30 | |
| Qualcomm (QCOM) | 0.3 | $893k | 5.2k | 171.04 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $877k | 8.7k | 100.89 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $862k | 3.3k | 257.95 | |
| Huntsman Corporation (HUN) | 0.2 | $809k | 81k | 10.00 | |
| Amazon (AMZN) | 0.2 | $646k | 2.8k | 230.82 | |
| Meta Platforms Cl A (META) | 0.2 | $644k | 975.00 | 660.09 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $637k | 13k | 48.32 | |
| Merck & Co (MRK) | 0.2 | $591k | 5.6k | 105.26 | |
| State Street Corporation (STT) | 0.2 | $563k | 4.4k | 129.01 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $542k | 11k | 49.46 | |
| Daily Journal Corporation (DJCO) | 0.2 | $521k | 1.1k | 487.32 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $512k | 5.1k | 100.38 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $461k | 3.8k | 120.34 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $455k | 5.8k | 78.81 | |
| Ishares Msci Spain Etf (EWP) | 0.1 | $446k | 8.3k | 53.91 | |
| Johnson & Johnson (JNJ) | 0.1 | $437k | 2.1k | 206.95 | |
| Ishares Msci Sth Kor Etf (EWY) | 0.1 | $425k | 4.4k | 97.22 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $395k | 8.4k | 47.08 | |
| BP Sponsored Adr (BP) | 0.1 | $363k | 10k | 34.73 | |
| Regions Financial Corporation (RF) | 0.1 | $358k | 13k | 27.10 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $358k | 4.9k | 73.56 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $356k | 3.8k | 94.16 | |
| Chevron Corporation (CVX) | 0.1 | $356k | 2.3k | 152.40 | |
| Abbott Laboratories (ABT) | 0.1 | $351k | 2.8k | 125.29 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $338k | 2.9k | 117.21 | |
| Ishares Tr Agency Bond Etf (AGZ) | 0.1 | $335k | 3.0k | 110.25 | |
| Cisco Systems (CSCO) | 0.1 | $331k | 4.3k | 77.03 | |
| Ishares Msci Italy Etf (EWI) | 0.1 | $325k | 6.0k | 54.33 | |
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $306k | 6.0k | 50.94 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $306k | 446.00 | 684.94 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $292k | 3.0k | 96.16 | |
| Pinnacle Financial Partners | 0.1 | $286k | 3.0k | 95.41 | |
| Caterpillar (CAT) | 0.1 | $276k | 482.00 | 572.86 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $275k | 874.00 | 314.80 | |
| ConocoPhillips (COP) | 0.1 | $263k | 2.8k | 93.61 | |
| Constellation Brands Cl A (STZ) | 0.1 | $255k | 1.9k | 137.96 | |
| Truist Financial Corp equities (TFC) | 0.1 | $249k | 5.1k | 49.21 | |
| National Health Investors (NHI) | 0.1 | $237k | 3.1k | 76.37 | |
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $234k | 4.9k | 48.11 | |
| Paychex (PAYX) | 0.1 | $224k | 2.0k | 112.18 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $208k | 3.9k | 53.76 | |
| Ge Aerospace Com New (GE) | 0.1 | $208k | 675.00 | 308.03 | |
| Abbvie (ABBV) | 0.1 | $207k | 907.00 | 228.49 | |
| Stryker Corporation (SYK) | 0.1 | $206k | 585.00 | 351.47 |
