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Portfolio (Quarterly) Guide ↗

SHAYNE & JACOBS, LLC

· CIK 0001484085
13F Portfolio $337M AUM 129 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 10 New 12 Added 37 Reduced 4 Exited
Page 5 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VMBS VANGUARD SCOTTSDALE FDS 7,444.0 $348K 0.10% -946.0 -11.3% $46.81 -1.5%
82 STT STATE STR CORP Financial Services 2,053.0 $348K 0.10% -2K -52.9% $169.60 +12.8%
83 AGZ ISHARES TR 2,945.0 $322K 0.10% -90.0 -3.0% $109.28 -0.9%
84 VO VANGUARD INDEX FDS 3,838.0 $309K 0.09% NEW $80.57 +1.8%
85 JMST J P MORGAN EXCHANGE TRADED F 6,000.0 $306K 0.09% $51.00 -0.1%
86 PINNACLE FINL PARTNERS INC 3,000.0 $303K 0.09% NEW $100.88
87 IVV ISHARES TR 397.0 $297K 0.09% -49.0 -11.0% $748.89 +2.9%
88 COP CONOCOPHILLIPS Energy 2,809.0 $292K 0.09% $103.96 +27.4%
89 IEF ISHARES TR 3,040.0 $287K 0.09% $94.57 -1.9%
90 VWO VANGUARD INTL EQUITY INDEX F 4,776.0 $285K 0.09% +904.0 +23.4% $59.69 +1.4%
91 DBEF DBX ETF TR 4,866.0 $266K 0.08% $54.63 +2.0%
92 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,850.0 $257K 0.08% $139.09 -6.1%
93 ABT ABBOTT LABORATORIES Healthcare 2,800.0 $254K 0.07% $90.74 +21.6%
94 TFC TRUIST FINL CORP Financial Services 5,054.0 $252K 0.07% $49.82 -0.5%
95 VV VANGUARD INDEX FDS 724.0 $249K 0.07% -150.0 -17.2% $343.91 +2.8%
96 NHI NATIONAL HEALTH INVS INC Real Estate 3,100.0 $236K 0.07% $76.26 -6.8%
97 ABBV ABBVIE INC Healthcare 907.0 $228K 0.07% $251.64 +1.9%
98 UNP UNION PAC CORP Industrials 839.0 $228K 0.07% NEW $272.00 +10.5%
99 GE GE AEROSPACE Industrials 591.0 $221K 0.07% -84.0 -12.4% $373.73 -10.2%
100 VOT VANGUARD INDEX FDS 659.0 $202K 0.06% NEW $306.30 -1.4%
Page 5 of 6  ·  101 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 24.7%
Financial Services 20.7%
Technology 15.5%
Consumer Defensive 11.5%
Communication Services 9.0%
Industrials 8.0%
Consumer Cyclical 5.6%
Real Estate 3.5%
Energy 0.8%
Basic Materials 0.4%