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S&G Foundation

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1874163

$2.15B

disclosed book value

21

positions

39.9%

largest position share

Positions, as of 2026-06-30

top 21 of 21 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1JPMJPMorgan Chase & Co.2.6M$856.8M39.9%
2BRK/ABerkshire Hathaway Inc. Class A665$498.0M23.2%
3AXPAmerican Express Company641,100$216.9M10.1%
4INFQInfleqtion Inc.11.6M$154.2M7.2%
5BRK/BBerkshire Hathaway Inc. Class B198,400$99.3M4.6%
6GSGoldman Sachs Group Inc.81,600$82.5M3.8%
7EQREquity Residential SBI1.2M$81.5M3.8%
8BNYBank of New York Mellon Corporation251,000$36.3M1.7%
9USBUS Bancorp560,000$33.8M1.6%
10WALWestern Alliance Bancorporation375,638$30.9M1.4%
11WFCWells Fargo & Co.253,314$20.9M1%
12PGRProgressive Corporation86,200$18.8M0.9%
13STTState Street Corporation25,773$4.4M0.2%
14MAMasterCard Incorporated7,000$3.6M0.2%
15STTKShattuck Labs Inc.435,749$3.0M0.1%
16ECLEcolab Inc.9,740$2.7M0.1%
17SCHWCharles Schwab Corporation10,837$999,9300%
18WRBW.R. Berkley Corporation3,375$238,0390%
19AIGAmerican International Group Inc.3,000$223,5900%
20BABAAlibaba Group Holding800$76,7840%
21Accenture PLC300$37,3320%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.
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