Institutions / S&G Foundation
S&G Foundation
CIK 1874163 · Institution · as of Jun 30, 2026
Portfolio value
$2.15B
Positions
21
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$2.15B+13.9%Positions
21+5.0%Top holdings
Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| JPMorgan Chase & Co | $856.80M | 39.9% |
| Berkshire Hathaway Inc | $497.99M | 23.2% |
| American Express Co | $216.85M | 10.1% |
| Infleqtion, Inc.INFQ | $154.16M | 7.2% |
| Berkshire Hathaway Inc | $99.28M | 4.6% |
| Goldman Sachs Group Inc | $82.53M | 3.8% |
| Equity Residential | $81.52M | 3.8% |
| Bank of New York Mellon Corp | $36.30M | 1.7% |
| US Bancorp \De | $33.82M | 1.6% |
| Western Alliance Bancorporation | $30.88M | 1.4% |
| Wells Fargo & COMPANY/MN | $20.93M | 1.0% |
| Progressive CORP/OH | $18.83M | 0.9% |
| State Street Corp | $4.37M | 0.2% |
| Mastercard Inc | $3.60M | 0.2% |
| Shattuck Labs, Inc.STTK | $3.02M | 0.1% |
| Ecolab Inc. | $2.71M | 0.1% |
| Schwab Charles Corp | $999.9K | 0.0% |
| Berkley W R Corp | $238.0K | 0.0% |
| American International Group, Inc. | $223.6K | 0.0% |
| Alibaba Group Holding LtdBABA | $76.8K | 0.0% |
| Accenture plc | $37.3K | 0.0% |
Activity
Jun 30, 2026
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 2 quarters of holdings.