S&G Foundation
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), S&G Foundation reported 21 stock positions worth $2.1 billion. Its top holding was JPMorgan Chase (JPM) at 39.9% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 23.2%) and American Express (AXP, 10.1%). Compared with Q1 2026, it opened 1 new position, added to 1 and reduced 1. The biggest buy was a new position in Infleqtion (INFQ) and the biggest sale Goldman Sachs (GS, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- WILSON, WY
- CIK
- 0001874163
- Portfolio Value
- $2.1B (Q2 2026)
- SEC Filing
- 0001104659-26-095021 ↗ filed Aug 12, 2026
Holdings Value
Holdings 21 stocks · $2.1B
| JPM JPMorgan Chase & Co. | 39.94% | 2,617,548 | $856.8M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 23.21% | 665 | $498.0M | No change |
| AXP American Express Co. | 10.11% | 641,100 | $216.9M | No change |
| INFQ Infleqtion Inc. | 7.19% | 11,573,878 | $154.2M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 4.63% | 198,400 | $99.3M | No change |
| GS Goldman Sachs Group Inc. | 3.85% | 81,600 | $82.5M | Reduce -47.9% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 3.80% | 1,200,000 | $81.5M | No change |
| BNY Bank of New York Mellon Corp. | 1.69% | 251,000 | $36.3M | No change |
| USB US Bancorp | 1.58% | 560,000 | $33.8M | No change |
| WAL Western Alliance Bancorp | 1.44% | 375,638 | $30.9M | No change |
| WFC Wells Fargo & Co. | 0.98% | 253,314 | $20.9M | No change |
| PGR Progressive Corp. | 0.88% | 86,200 | $18.8M | No change |
| STT State Street Corp. | 0.20% | 25,773 | $4.4M | Add +0.4% |
| MA Mastercard Inc. Class A | 0.17% | 7,000 | $3.6M | No change |
| STTK Shattuck Labs Inc. | 0.14% | 435,749 | $3.0M | No change |
| ECL Ecolab Inc. | 0.13% | 9,740 | $2.7M | No change |
| SCHW Schwab (charles) Corp. | 0.05% | 10,837 | $1000K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.01% | 3,375 | $238K | No change |
| AIG American International Group | 0.01% | 3,000 | $224K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.00% | 800 | $77K | No change |
| ACN Accenture PLC Class A | 0.00% | 300 | $37K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| GS Goldman Sachs Group Inc. | Reduce -47.9% | 3.85% | −3.18 |