S&G Foundation
Latest statistics and disclosures from S&G Foundation's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001874163
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Portfolio Holdings for S&G Foundation
S&G Foundation holds 21 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 39.9 | $857M | 2.6M | 327.33 |
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| Berkshire Hathaway Inc. Class A Cl A (BRK.A) | 23.2 | $498M | 665.00 | 748850.00 |
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| American Express Company (AXP) | 10.1 | $217M | 641k | 338.25 |
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| Infleqtion (INFQ) | 7.2 | $154M | 12M | 13.32 |
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| Berkshire Hathaway Inc. Class B CL B (BRK.B) | 4.6 | $99M | 198k | 500.39 |
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| Goldman Sachs (GS) | 3.8 | $83M | 82k | 1011.37 |
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| Equity Residential (EQR) | 3.8 | $82M | 1.2M | 67.93 |
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| Bank of New York Mellon Corporation (BNY) | 1.7 | $36M | 251k | 144.61 |
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| U.S. Bancorp (USB) | 1.6 | $34M | 560k | 60.40 |
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| Western Alliance Bancorporation (WAL) | 1.4 | $31M | 376k | 82.20 |
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| Wells Fargo & Company (WFC) | 1.0 | $21M | 253k | 82.64 |
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| Progressive Corporation (PGR) | 0.9 | $19M | 86k | 218.45 |
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| State Street Corporation (STT) | 0.2 | $4.4M | 26k | 169.60 |
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| MasterCard Incorporated (MA) | 0.2 | $3.6M | 7.0k | 513.60 |
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| Shattuck Labs (STTK) | 0.1 | $3.0M | 436k | 6.94 |
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| Ecolab (ECL) | 0.1 | $2.7M | 9.7k | 278.61 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $1000k | 11k | 92.27 |
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| W.R. Berkley Corporation (WRB) | 0.0 | $238k | 3.4k | 70.53 |
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| American International (AIG) | 0.0 | $224k | 3.0k | 74.53 |
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| Alibaba Group Holding (BABA) | 0.0 | $77k | 800.00 | 95.98 |
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| Accenture Cl A (ACN) | 0.0 | $37k | 300.00 | 124.44 |
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Past Filings by S&G Foundation
SEC 13F filings are viewable for S&G Foundation going back to 2026
- S&G Foundation 2026 Q2 filed Aug. 12, 2026