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Portfolio (Quarterly) Guide ↗

SHAYNE & JACOBS, LLC

· CIK 0001484085
13F Portfolio $323M AUM Filed Nov 5, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 96 New
Page 4 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SGOV ISHARES TR 5,100.0 $514K 0.16% NEW $100.70 -0.1%
62 STT STATE STR CORP Financial Services 4,361.0 $506K 0.16% NEW $116.01 +32.8%
63 MRK MERCK & CO INC Healthcare 5,611.0 $471K 0.15% NEW $83.93 +38.1%
64 BSV VANGUARD BD INDEX FDS 5,775.0 $456K 0.14% NEW $78.91 -1.3%
65 XOM EXXON MOBIL CORP Energy 3,830.0 $432K 0.13% NEW $112.75 +38.6%
66 EWP ISHARES INC 8,601.0 $426K 0.13% NEW $49.50 +15.9%
67 VMBS VANGUARD SCOTTSDALE FDS 8,390.0 $394K 0.12% NEW $46.96 -1.0%
68 JNJ JOHNSON & JOHNSON Healthcare 2,110.0 $391K 0.12% NEW $185.42 +25.0%
69 ABT ABBOTT LABS Healthcare 2,800.0 $375K 0.12% NEW $133.94 -34.5%
70 USMV ISHARES TR 3,840.0 $365K 0.11% NEW $95.14 +0.9%
71 CVX CHEVRON CORP NEW Energy 2,334.0 $362K 0.11% NEW $155.29 +23.0%
72 BP BP PLC Energy 10,446.0 $360K 0.11% NEW $34.46 +30.2%
73 DUK DUKE ENERGY CORP NEW Utilities 2,882.0 $357K 0.11% NEW $123.75 +0.7%
74 EWY ISHARES INC 4,375.0 $350K 0.11% NEW $80.10 +132.7%
75 RF REGIONS FINANCIAL CORP NEW Financial Services 13,193.0 $348K 0.11% NEW $26.37 +4.4%
76 VEU VANGUARD INTL EQUITY INDEX F 4,860.0 $347K 0.11% NEW $71.37 +15.7%
77 AGZ ISHARES TR 3,035.0 $335K 0.10% NEW $110.37 -1.4%
78 EWI ISHARES INC 5,973.0 $310K 0.10% NEW $51.95 +13.5%
79 JMST J P MORGAN EXCHANGE TRADED F 6,000.0 $306K 0.10% NEW $51.04 -0.4%
80 IVV ISHARES TR 450.0 $301K 0.09% NEW $669.30 +11.5%
Page 4 of 5  ·  96 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 27.6%
Financial Services 20.6%
Consumer Defensive 12.5%
Technology 12.4%
Communication Services 8.0%
Industrials 7.6%
Consumer Cyclical 5.6%
Real Estate 4.2%
Energy 0.8%
Basic Materials 0.4%