S&G Foundation
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), S&G Foundation reported 20 stock positions worth $1.9 billion. Its top holding was JPMorgan Chase (JPM) at 40.9% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 25.3%) and American Express (AXP, 10.3%).
- Most Recent 13F
- Q2 2026
- Location
- WILSON, WY
- CIK
- 0001874163
- Portfolio Value
- $1.9B (Q1 2026)
- SEC Filing
- 0001104659-26-061370 ↗ filed May 15, 2026
Holdings Value
Holdings 20 stocks · $1.9B
| JPM JPMorgan Chase & Co. | 40.87% | 2,617,548 | $770.0M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 25.35% | 665 | $477.6M | — |
| AXP American Express Co. | 10.29% | 641,100 | $193.9M | — |
| GS Goldman Sachs Group Inc. | 7.03% | 156,600 | $132.5M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 5.05% | 198,400 | $95.1M | — |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 4.16% | 1,200,000 | $78.5M | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.58% | 251,000 | $29.8M | — |
| USB US Bancorp | 1.55% | 560,000 | $29.1M | — |
| WAL Western Alliance Bancorp | 1.41% | 375,638 | $26.6M | — |
| WFC Wells Fargo & Co. | 1.07% | 253,314 | $20.2M | — |
| PGR Progressive Corp. | 0.91% | 86,200 | $17.1M | — |
| MA Mastercard Inc. Class A | 0.19% | 7,000 | $3.5M | — |
| STT State Street Corp. | 0.17% | 25,668 | $3.2M | — |
| STTK Shattuck Labs Inc. | 0.15% | 435,749 | $2.8M | — |
| ECL Ecolab Inc. | 0.14% | 9,740 | $2.6M | — |
| SCHW Schwab (charles) Corp. | 0.05% | 10,837 | $1.0M | — |
| AIG American International Group | 0.01% | 3,000 | $226K | — |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.01% | 3,375 | $224K | — |
| BABA Alibaba Group Holding-SP ADR | 0.01% | 800 | $100K | — |
| ACN Accenture PLC Class A | 0.00% | 300 | $59K | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.