S&G Foundation

13F filer · CIK 0001874163

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$2.15BU.S. long equity reported on 13F

Positions211 new · 0 closed

Net flow last quarter+$78.3MBuys minus sells

Top 10 positions weight97.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202621 positions
JPMJPMorgan Chase & Co	$857M	39.94%	0.10%	Not reported	Q1 2026
BRK.ABerkshire Hathaway Inc	$498M	23.21%	Not reported	Not reported	Q1 2026
AXPAmerican Express Co	$217M	10.11%	0.10%	Not reported	Q1 2026
INFQInfleqtion, Inc.	$154M	7.19%	5.15%	New	Q2 2026
BRK.BBerkshire Hathaway Inc	$99.3M	4.63%	Not reported	Not reported	Q1 2026
GSGoldman Sachs Group Inc	$82.5M	3.85%	0.03%	-47.9%	Q1 2026
VMRKVivmark Residential	$81.5M	3.80%	0.32%	Not reported	Q1 2026
BNYBank of New York Mellon Corp	$36.3M	1.69%	0.04%	Not reported	Q1 2026
USBUS Bancorp \de\	$33.8M	1.58%	0.04%	Not reported	Q1 2026
WALWestern Alliance Bancorporation	$30.9M	1.44%	0.34%	Not reported	Q1 2026
WFCWells Fargo & Company	$20.9M	0.98%	0.01%	Not reported	Q1 2026
PGRProgressive Corp	$18.8M	0.88%	0.01%	Not reported	Q1 2026
STTState Street Corp	$4.37M	0.20%	0.01%	+0.4%	Q1 2026
MAMastercard Inc	$3.6M	0.17%	0.00%	Not reported	Q1 2026
STTKShattuck Labs, Inc.	$3.02M	0.14%	0.43%	Not reported	Q1 2026
ECLEcolab Inc.	$2.71M	0.13%	0.00%	Not reported	Q1 2026
SCHWSchwab Charles Corp	$1M	0.05%	0.00%	Not reported	Q1 2026
WRBBerkley W R Corp	$238K	0.01%	0.00%	Not reported	Q1 2026
AIGAmerican International Group, Inc.	$224K	0.01%	0.00%	Not reported	Q1 2026
BABAAlibaba Group Holding Ltd	$76.8K	0.00%	0.00%	Not reported	Q1 2026
ACNAccenture plc	$37.3K	0.00%	0.00%	Not reported	Q1 2026
Q1 2026Reported May 15, 202620 positions
JPMJPMorgan Chase & Co	$770M	40.87%	0.10%	New	Q1 2026
BRK.ABerkshire Hathaway Inc	$478M	25.35%	Not reported	New	Q1 2026
AXPAmerican Express Co	$194M	10.29%	0.09%	New	Q1 2026
GSGoldman Sachs Group Inc	$132M	7.03%	0.05%	New	Q1 2026
BRK.BBerkshire Hathaway Inc	$95.1M	5.05%	Not reported	New	Q1 2026
VMRKVivmark Residential	$78.5M	4.16%	0.32%	New	Q1 2026
BNYBank of New York Mellon Corp	$29.8M	1.58%	0.04%	New	Q1 2026
USBUS Bancorp \de\	$29.1M	1.55%	0.04%	New	Q1 2026
WALWestern Alliance Bancorporation	$26.6M	1.41%	0.34%	New	Q1 2026
WFCWells Fargo & Company	$20.2M	1.07%	0.01%	New	Q1 2026
PGRProgressive Corp	$17.1M	0.91%	0.01%	New	Q1 2026
MAMastercard Inc	$3.5M	0.19%	0.00%	New	Q1 2026
STTState Street Corp	$3.25M	0.17%	0.01%	New	Q1 2026
STTKShattuck Labs, Inc.	$2.8M	0.15%	0.58%	New	Q1 2026
ECLEcolab Inc.	$2.59M	0.14%	0.00%	New	Q1 2026
SCHWSchwab Charles Corp	$1.02M	0.05%	0.00%	New	Q1 2026
AIGAmerican International Group, Inc.	$226K	0.01%	0.00%	New	Q1 2026
WRBBerkley W R Corp	$224K	0.01%	0.00%	New	Q1 2026
BABAAlibaba Group Holding Ltd	$100K	0.01%	0.00%	New	Q1 2026
ACNAccenture plc	$59.5K	0.00%	0.00%	New	Q1 2026

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