Loading…
CIK 0001484085 • 7 13F filings • May 2, 2025 – Oct 21, 2026
Import this data to Google Sheets with:
=jivedata("shayne-jacobs-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABORATORIES | COM | $254K | 0.1% | 2,800 SH | New |
| ABBVIE INC | COM | $228K | 0.1% | 907 SH | New |
| ACCENTURE PLC IRELAND | SHS CLASS A | $414K | 0.1%Prev: 0.3% | 3,323 SH | Decreased-30 SH |
| AGCO CORP | COM | $2.6M | 0.8%Prev: 0.7% | 21,840 SH | Increased+80 SH |
| ALPHABET INC | CAP STK CL A | $9.2M | 2.7%Prev: 1.6% | 25,653 SH | Increased-2,094 SH |
| AMAZON COM INC | COM | $667K | 0.2%Prev: 0.2% | 2,800 SH | Increased |
| AMCOR PLC | COM NEW | $1.1M | 0.3% | 25,813 SH | New |
| AMERICAN EXPRESS CO | COM | $13.9M | 4.1%Prev: 4.4% | 41,139 SH | Increased-251 SH |
| AMERICAN INTL GROUP INC | COM NEW | $1.7M | 0.5%Prev: 0.6% | 22,560 SH | Decreased-220 SH |
| APPLE INC | COM | $3.5M | 1.0%Prev: 0.8% | 12,066 SH | Increased+292 SH |
| APPLIED MATLS INC | COM | $11.1M | 3.3%Prev: 1.4% | 15,409 SH | Increased-7,111 SH |
| APTIV PLC | COM SHS | $3.8M | 1.1% | 62,480 SH | New |
| AUTOMATIC DATA PROCESSING IN | COM | $821K | 0.2%Prev: 0.4% | 3,665 SH | Decreased-350 SH |
| BANK OF AMER CORP | COM | $1.3M | 0.4% | 23,539 SH | New |
| BANK OF NY MELLON CORP | COM | $6.6M | 2.0% | 45,734 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $11.2M | 3.3%Prev: 5.1% | 15 SH | Decreased-6 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $80.1M | 23.8%Prev: 27.4% | 160,087 SH | Decreased-10,825 SH |
| BP PLC | SPONSORED ADR | $386K | 0.1%Prev: 0.1% | 10,446 SH | Increased |
| BRISTOL-MYERS SQUIBB CO | COM | $2.2M | 0.6%Prev: 0.6% | 37,615 SH | Increased+404 SH |
| CANNAE HLDGS INC | COM | $1.2M | 0.4%Prev: 0.6% | 84,163 SH | Decreased-2,603 SH |
| CARLISLE COS INC | COM | $2.3M | 0.7%Prev: 0.7% | 6,420 SH | Increased+625 SH |
| CATERPILLAR INC | COM | $515K | 0.2% | 483 SH | New |
| CBRE GROUP INC | CL A | $4.6M | 1.4%Prev: 1.6% | 34,366 SH | Decreased-495 SH |
| CDW CORP | COM | $3.6M | 1.1% | 25,800 SH | New |
| CHEVRON CORPORATION | COM | $387K | 0.1% | 2,334 SH | New |
| CHUBB LIMITED | COM | $1.8M | 0.5%Prev: 0.5% | 5,310 SH | Increased-60 SH |
| CISCO SYS INC | COM | $446K | 0.1%Prev: 0.1% | 3,800 SH | Increased-1,700 SH |
| CONOCOPHILLIPS | COM | $292K | 0.1%Prev: 0.1% | 2,809 SH | Increased |
| CONSTELLATION BRANDS INC | CL A | $257K | 0.1%Prev: 0.1% | 1,850 SH | Decreased+120 SH |
| CRAWFORD & CO | CL A | $1.3M | 0.4%Prev: 0.4% | 119,218 SH | Increased-1,800 SH |
| CRAWFORD & CO | CL B | $1.8M | 0.5%Prev: 0.6% | 176,042 SH | Decreased |
| DAILY JOURNAL CORP | COM | $498K | 0.1%Prev: 0.2% | 829 SH | Decreased-370 SH |
| DBX ETF TR | XTRACK MSCI EAFE | $266K | 0.1%Prev: 0.1% | 4,866 SH | Increased |
| DISNEY WALT CO | COM | $4.4M | 1.3%Prev: 1.2% | 45,681 SH | Increased+17,031 SH |
| DUKE ENERGY CORP NEW | COM NEW | $365K | 0.1%Prev: 0.1% | 2,882 SH | Increased-20 SH |
| ENVISTA HOLDINGS CORPORATION | COM | $1.5M | 0.5%Prev: 0.4% | 58,680 SH | Increased |
| EXXON MOBIL CORP | COM | $524K | 0.2%Prev: 0.1% | 3,830 SH | Increased |
| GALLAGHER ARTHUR J & CO | COM | $1.8M | 0.5% | 7,960 SH | New |
| GE AEROSPACE | COM NEW | $221K | 0.1% | 591 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $7.4M | 2.2%Prev: 1.9% | 7,314 SH | Increased-862 SH |
| HCA HEALTHCARE INC | COM | $35.7M | 10.6%Prev: 11.6% | 91,506 SH | Increased-55 SH |
| HUNTSMAN CORP | COM | $773K | 0.2%Prev: 0.3% | 72,820 SH | Decreased-15,046 SH |
| ISHARES INC | CORE MSCI EMKT | $201K | 0.1% | 2,426 SH | New |
| ISHARES INC | MSCI ITALY ETF | $354K | 0.1%Prev: 0.1% | 5,973 SH | Increased |
| ISHARES INC | MSCI SPAIN ETF | $492K | 0.1%Prev: 0.1% | 8,279 SH | Increased-322 SH |
| ISHARES INC | MSCI STH KOR ETF | $883K | 0.3%Prev: 0.1% | 4,375 SH | Increased |
| ISHARES TR | 0-3 MTH TREASURY | $513K | 0.2% | 5,100 SH | New |
| ISHARES TR | 7-10 YR TRSY BD | $287K | 0.1%Prev: 0.1% | 3,040 SH | Decreased |
| ISHARES TR | AGENCY BOND ETF | $322K | 0.1%Prev: 0.1% | 2,945 SH | Decreased-90 SH |
| ISHARES TR | CORE MSCI EAFE | $1.1M | 0.3%Prev: 0.3% | 11,169 SH | Increased+300 SH |
| ISHARES TR | CORE S&P500 ETF | $297K | 0.1%Prev: 0.1% | 397 SH | Increased-53 SH |
| ISHARES TR | MSCI EAFE ETF | $1.0M | 0.3%Prev: 0.3% | 10,053 SH | Increased |
| ISHARES TR | MSCI USA MIN ETF | $365K | 0.1% | 3,780 SH | New |
| ISHARES TR | TIPS BD ETF | $945K | 0.3%Prev: 0.3% | 8,640 SH | Decreased-240 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $306K | 0.1%Prev: 0.1% | 6,000 SH | Increased |
| JOHNSON & JOHNSON | COM | $516K | 0.2%Prev: 0.1% | 2,033 SH | Increased-77 SH |
| KIMBERLY-CLARK CORP | COM | $953K | 0.3%Prev: 0.4% | 8,685 SH | Decreased-668 SH |
| LABCORP HOLDINGS INC | COM SHS | $2.5M | 0.8%Prev: 0.8% | 9,060 SH | Increased-50 SH |
| MARRIOTT VACATIONS WORLDWIDE | COM | $1.8M | 0.5%Prev: 0.5% | 17,260 SH | Increased-2,413 SH |
| MERCK & CO INC | COM | $721K | 0.2%Prev: 0.1% | 5,611 SH | Increased |
| META PLATFORMS INC | CL A | $549K | 0.2%Prev: 0.2% | 975 SH | Decreased-40 SH |
| MICROSOFT CORP | COM | $6.5M | 1.9%Prev: 2.9% | 17,405 SH | Decreased+1 SH |
| NATIONAL HEALTH INVS INC | COM | $236K | 0.1%Prev: 0.1% | 3,100 SH | Increased |
| NORFOLK SOUTHN CORP | COM | $1.1M | 0.3%Prev: 0.3% | 3,546 SH | Increased |
| OMNICOM GROUP INC | COM | $3.0M | 0.9%Prev: 1.0% | 40,901 SH | Increased-420 SH |
| PHILIP MORRIS INTL INC | COM | $2.6M | 0.8%Prev: 0.9% | 14,631 SH | Increased+495 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $1.4M | 0.4%Prev: 0.5% | 13,658 SH | Decreased-560 SH |
| PINNACLE FINL PARTNERS INC | COM | $303K | 0.1%Prev: 0.1% | 3,000 SH | Decreased |
| PULTE GROUP INC | COM | $4.4M | 1.3%Prev: 1.1% | 31,942 SH | Increased-250 SH |
| QUALCOMM INC | COM | $964K | 0.3%Prev: 0.3% | 5,218 SH | Increased+1 SH |
| REGIONS FINANCIAL CORP NEW | COM | $398K | 0.1%Prev: 0.1% | 13,193 SH | Increased |
| ROBERT HALF INC. | COM | $4.7M | 1.4%Prev: 1.1% | 153,375 SH | Increased+70,482 SH |
| RTX CORPORATION | COM | $2.6M | 0.8%Prev: 0.7% | 13,742 SH | Increased-70 SH |
| STATE STR CORP | COM | $348K | 0.1%Prev: 0.2% | 2,053 SH | Decreased-2,308 SH |
| SYSCO CORP | COM | $13.3M | 4.0%Prev: 4.3% | 159,465 SH | Increased-10,839 SH |
| TE CONNECTIVITY PLC | ORD SHS | $2.2M | 0.7%Prev: 0.6% | 11,104 SH | Increased-390 SH |
| TECHNIPFMC PLC | COM | $10.0M | 3.0%Prev: 2.0% | 150,755 SH | Increased-25,390 SH |
| THOR INDS INC | COM | $2.7M | 0.8%Prev: 0.6% | 35,491 SH | Increased+14,140 SH |
| TRUIST FINL CORP | COM | $252K | 0.1%Prev: 0.1% | 5,054 SH | Increased-30 SH |
| UNION PAC CORP | COM | $228K | 0.1% | 839 SH | New |
| UNITEDHEALTH GROUP INC | COM | $3.1M | 0.9%Prev: 0.8% | 7,455 SH | Increased-95 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $450K | 0.1%Prev: 0.2% | 5,775 SH | Decreased |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $625K | 0.2%Prev: 0.2% | 12,910 SH | Decreased-280 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.1M | 0.3%Prev: 0.3% | 12,600 SH | Increased+10,500 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $249K | 0.1%Prev: 0.1% | 724 SH | Decreased-150 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $202K | 0.1% | 659 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $309K | 0.1% | 3,838 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $2.6M | 0.8%Prev: 0.7% | 10,892 SH | Increased+25 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.1M | 0.3%Prev: 0.3% | 3,556 SH | Increased+216 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $14.6M | 4.3%Prev: 4.6% | 39,568 SH | Increased-6,664 SH |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | $1.7M | 0.5% | 22,510 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $407K | 0.1%Prev: 0.1% | 4,860 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $285K | 0.1%Prev: 0.1% | 4,776 SH | Increased+664 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $550K | 0.2%Prev: 0.2% | 10,950 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.7M | 0.8%Prev: 0.6% | 45,950 SH | Increased+14,770 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $348K | 0.1%Prev: 0.1% | 7,444 SH | Decreased-946 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.0M | 0.6%Prev: 0.5% | 34,835 SH | Increased+6,810 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $921K | 0.3%Prev: 0.3% | 11,657 SH | Decreased-663 SH |
| VERSIGENT PLC | ORDINARY SHARES | $740K | 0.2% | 17,623 SH | New |
| WALMART INC | COM | $4.6M | 1.4%Prev: 1.4% | 40,951 SH | Increased-1,341 SH |
| WELLS FARGO & CO | COM | $3.7M | 1.1% | 44,705 SH | New |
| 13F-HR |
| 0001484085-25-000002 |
| $323.0M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001484085-26-000003 | $337.2M | View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004145 | $302.5M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001484085-26-000002 | $323.6M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002566 | $406.3M | View |