Fund HoldingsSHAYNE & JACOBS, LLC

Total Portfolio Value
$381.92M
Total Bought
$2.62M
Total Sold
$25.76M
Net Transaction
-$23.14M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
AMERICAN EXPRESS CO(AXP)64,08263,332-75017,37918,7964.92%+1,417
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
15,72028,125+12,4059281,6360.43%+709
WELLS FARGO CO NEW(WFC)40,97740,97702,3152,8780.75%+563
ALPHABET INC(GOOG)26,86726,307-5604,4564,9801.30%+524
TECHNIPFMC PLC(FTI)181,520180,825-6954,7615,2331.37%+472
GOLDMAN SACHS GROUP INC(GS)8,6788,308-3704,2974,7571.25%+461
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
22,52531,180+8,6551,3611,8080.47%+447
DISNEY WALT CO(DIS)29,26028,820-4402,8153,2090.84%+395
BANK NEW YORK MELLON CORP64,03764,03704,6024,9201.29%+318
MARRIOTT VACATIONS WORLDWIDE(VAC)19,98319,743-2401,4681,7730.46%+305
WALMART INC(WMT)47,28044,980-2,3003,8184,0641.06%+246
STRYKER CORPORATION(SYK)0585+58502110.06%+211
APPLE INC(AAPL)10,70110,702+12,4932,6800.70%+187
BANK AMERICA CORP25,63925,63901,0171,1270.30%+109
DAILY JOURNAL CORP1,3491,34906617660.20%+105
CRAWFORD & CO118,893121,709+2,8161,3041,4070.37%+103
BRISTOL-MYERS SQUIBB CO(BMY)39,51337,771-1,7422,0442,1360.56%+92
AUTOMATIC DATA PROCESSING IN3,9924,015+231,1051,1750.31%+71
LABCORP HOLDINGS INC(LH)9,1659,205+402,0482,1110.55%+63
VANGUARD INDEX FDS2,1002,10008068620.23%+56
PINNACLE FINL PARTNERS INC3,0003,00002943430.09%+49
ISHARES TR4,6005,100+5004635120.13%+48
STATE STR CORP(STT)4,3614,36103864280.11%+42
CISCO SYS INC(CSCO)5,5005,50002933260.09%+33
CANNAE HLDGS INC89,57686,956-2,6201,7071,7270.45%+20
PAYCHEX INC(PAYX)2,0002,00002682800.07%+12
VANGUARD INDEX FDS3,3203,32007887980.21%+10
CBRE GROUP INC(CBRE)37,09835,246-1,8524,6184,6271.21%+9
NVIDIA CORPORATION(NVDA)1,8001,693-1072192270.06%+9
VANGUARD INDEX FDS1,0341,03402722790.07%+7
META PLATFORMS INC(META)35535502032080.05%+5
ISHARES TR527523-43043080.08%+4
TRUIST FINL CORP(TFC)5,0865,08602182210.06%+3
REGIONS FINANCIAL CORP NEW(RF)13,19313,19303083100.08%+3
INVESCO EXCH TRD SLF IDX FD26,32526,32505445440.14%0
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
6,0006,00003063040.08%-1
ISHARES INC7,4799,361+1,8824784760.12%-2
ABBOTT LABS2,8002,80003193170.08%-3
DBX ETF TR4,8664,86602042010.05%-3
CHEVRON CORP NEW(CVX)2,3142,31403413350.09%-6
ISHARES TR3,0353,03503353280.09%-7
VANGUARD BD INDEX FDS5,7755,77504544460.12%-8
VANGUARD MALVERN FDS10,95010,95005405300.14%-10
JOHNSON & JOHNSON(JNJ)1,9422,094+1523153030.08%-12
ROBERT HALF INC.(RHI)42,80340,763-2,0402,8852,8720.75%-13
PHILIP MORRIS INTL INC(PM)14,48814,48801,7591,7440.46%-15
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
8,3908,39003963800.10%-16
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
13,19013,19006636470.17%-16
ISHARES TR
MSCI USA MIN ETF
3,9203,840-803583410.09%-17
CONOCOPHILLIPS(COP)2,8092,80902962790.07%-17
ISHARES TR3,0403,04002982810.07%-17
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
12,34012,34009809630.25%-17
DUKE ENERGY CORP NEW(DUK)2,5002,50002882690.07%-19
ORACLE CORP(ORCL)5,0725,07208648450.22%-19
BP PLC(BP)10,44610,44603283090.08%-19
VANGUARD INDEX FDS10,82210,867+452,1732,1540.56%-19
PEPSICO INC(PEP)1,4851,532+472532330.06%-20
VANGUARD INTL EQUITY INDEX F4,9804,98003142860.07%-28
EXXON MOBIL CORP3,3033,30303873550.09%-32
NORFOLK SOUTHN CORP(NSC)3,2773,327+508147810.20%-33
PIMCO ETF TR
ENHAN SHRT MA AC
14,59314,298-2951,4691,4350.38%-35
CRAWFORD & CO189,051177,151-11,9002,1002,0600.54%-40
ISHARES TR9,1609,110-501,0129710.25%-41
ISHARES TR
MSCI POLAND ETF
12,24112,24102972550.07%-41
ISHARES INC
MSCI ITALY ETF
14,55614,55605675240.14%-44
NATIONAL HEALTH INVS INC(NHI)3,1003,10002612150.06%-46
QUALCOMM INC(QCOM)5,1265,326+2008728180.21%-53
BERRY GLOBAL GROUP INC18,27018,27001,2421,1820.31%-60
ISHARES INC16,72216,72205905190.14%-71
RTX CORPORATION(RTX)13,81213,81201,6731,5980.42%-75
MERCK & CO INC(MRK)5,6115,61106375580.15%-79
ISHARES TR10,24310,24308577740.20%-82
ISHARES TR
CORE MSCI EAFE
11,04911,04908627770.20%-86
AMAZON COM INC(AMZN)3,8002,800-1,0007086140.16%-94
ACCENTURE PLC IRELAND
SHS CLASS A
3,6333,353-2801,2841,1800.31%-105
MICROSOFT CORP(MSFT)17,16317,263+1007,3857,2771.91%-109
ENVISTA HOLDINGS CORPORATION(NVST)62,60058,260-4,3401,2371,1240.29%-113
KIMBERLY-CLARK CORP(KMB)9,8609,423-4371,4031,2350.32%-168
AMERICAN INTL GROUP INC27,58425,434-2,1502,0201,8520.48%-168
AGCO CORP22,38021,560-8202,1902,0150.53%-175
CHUBB LIMITED
COM
5,7935,393-4001,6711,4900.39%-181
VANGUARD INTL EQUITY INDEX F4,2320-4,2322030-203
GRAPHIC PACKAGING HLDG CO(GPK)7,2870-7,2872160-216
TE CONNECTIVITY PLC(TEL)13,18712,067-1,1201,9911,7250.45%-266
THOR INDS INC(THO)22,10121,461-6402,4292,0540.54%-375
BERKSHIRE HATHAWAY INC DEL4747032,48532,0038.38%-482
OMNICOM GROUP INC(OMC)33,33133,881+5503,4462,9150.76%-531
SYSCO CORP(SYY)333,327332,485-84226,02025,4226.66%-598
CARLISLE COS INC(CSL)6,2355,875-3602,8042,1670.57%-637
VANGUARD INDEX FDS071,186+71,186020,6305.40%+20,630
HUNTSMAN CORP(HUN)94,31688,256-6,0602,2821,5910.42%-691
UNITEDHEALTH GROUP INC(UNH)7,9847,654-3304,6683,8721.01%-796
APTIV PLC(APTV)14,0200-14,0201,0100-1,010
APPLIED MATLS INC021,705+21,70503,5300.92%+3,530
PULTE GROUP INC(PHM)32,53730,807-1,7304,6703,3550.88%-1,315
BERKSHIRE HATHAWAY INC DEL291,934290,856-1,078134,366131,83934.52%-2,526
HCA HEALTHCARE INC(HCA)96,04195,611-43039,03428,6987.51%-10,336
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