S&G Foundation
- SEC CIK
- 0001874163
- Latest filing
- Aug 12, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only.
- Positions
- 20
- No filing for Q4 2025
- Portfolio value
- $1.88B
- No filing for Q4 2025
S&G Foundation did not file a 13F for Q4 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JPMJPMorgan Chase & Co | Stock | 2,617,548 | $770.0M | 40.9% | – | – | History |
| BRK.ABerkshire Hathaway Inc | CL A | 665 | $477.6M | 25.3% | – | – | History |
| AXPAmerican Express Co | Stock | 641,100 | $193.9M | 10.3% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 156,600 | $132.5M | 7.0% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 198,400 | $95.1M | 5.0% | – | – | History |
| VMRKVivmark Residential | SH BEN INT | 1,200,000 | $78.5M | 4.2% | – | – | History |
| BNYBank of New York Mellon Corp | Stock | 251,000 | $29.8M | 1.6% | – | – | History |
| USBUS Bancorp DE | COM NEW | 560,000 | $29.1M | 1.5% | – | – | History |
| WALWestern Alliance Bancorporation | COM | 375,638 | $26.6M | 1.4% | – | – | History |
| WFCWells Fargo & Company | Stock | 253,314 | $20.2M | 1.1% | – | – | History |
| PGRProgressive Corp | Stock | 86,200 | $17.1M | 0.9% | – | – | History |
| MAMastercard Inc | Stock | 7,000 | $3.50M | 0.2% | – | – | History |
| STTState Street Corp | COM | 25,668 | $3.25M | 0.2% | – | – | History |
| STTKShattuck Labs, Inc. | COM | 435,749 | $2.80M | 0.1% | – | – | History |
| ECLEcolab Inc. | Stock | 9,740 | $2.59M | 0.1% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 10,837 | $1.02M | 0.1% | – | – | History |
| AIGAmerican International Group, Inc. | Stock | 3,000 | $225.8K | <0.1% | – | – | History |
| WRBBerkley W R Corp | COM | 3,375 | $223.7K | <0.1% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 800 | $100.4K | <0.1% | – | – | History |
| ACNAccenture plc | Stock | 300 | $59.5K | <0.1% | – | – | History |