Shayne & Jacobs, LLC, an investment firm based in Nashville, Tennessee, has filed a Form 13F-HR with the Securities and Exchange Commission (SEC) disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports that the firm holds positions in 127 different companies.
The filing lists William E. Jacobs as the President of the firm. The report indicates that the firm's total number of equity securities and other investment positions is 127.
The portfolio includes a diverse mix of large-cap domestic and international companies. Significant positions include Berkshire Hathaway Inc. Class B, which is listed with 144,705 shares; Microsoft Corporation, with 16,441 shares; and Visa Inc., which is not explicitly named in the provided text but is referenced in the filing's header as a holding.
The filing also details holdings in various exchange-traded funds (ETFs) and other investment vehicles. Notable ETF positions include the Vanguard Morningstar Large Cap Growth ETF, the Vanguard Morningstar Small Cap ETF, and the iShares Core S&P 500 ETF.
The filing does not provide specific details regarding the total value of the portfolio or the specific strategy employed by the firm to select these securities.
