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S&G Foundation Holdings Report (13F Filings)

S&G Foundation
Concentrated strategySector-focusedLong-term holder

Total reported value

$1.9B

Reporting period: 2026-03-31 · Number of holdings: 20

S&G Foundation disclosed 20 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.9B and a quarterly turnover rate of 0.0%.

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Personality snowflake

Concentration
100
Portfolio Stability
0
Momentum/Contrarian
50
Sector conviction
100
Diversification
40
Sizing Uniformity
79.38

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1JPMJpmorgan Chase & CoStock-Financials40.87%———
2BRK-ABerkshire Hathaway Inc-cl AStock-Other25.35%———
3AXPAmerican Express CoStock-Financials10.29%———
4GSGoldman Sachs Group INCStock-Financials7.03%———
5BRK-BBerkshire Hathaway Inc-cl BStock-Other5.05%———
6EQREquity ResidentialStock-Real Estate4.16%———
7BNYBank Of New York Mellon CORPStock-Financials1.58%———
8USBUS BancorpStock-Financials1.55%———
9WALWestern Alliance BancorpStock-Financials1.41%———
10WFCWells Fargo & CoStock-Financials1.07%———
11PGRProgressive CORPStock-Financials0.91%———
12MAMastercard INC - AStock-Financials0.19%———
13STTState Street CORPStock-Financials0.17%———
14STTKShattuck Labs INCStock-Other0.15%———
15ECLEcolab INCStock-Materials0.14%———
16SCHWSchwab (charles) CORPStock-Financials0.05%———
17AIGAmerican International GroupStock-Financials0.01%———
18WRBWr Berkley CORPStock-Financials0.01%———
19BABAAlibaba Group Holding-sp AdrStock-Consumer Disc0.01%———
20ACNAccenture plcStock-Tech————

Holding changes this quarter

Position changes disclosed by S&G Foundation for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction

FAQ

What is S&G Foundation and what type of investor is it?
S&G Foundation is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.9B, spread across 20 disclosed positions.
What are S&G Foundation's largest equity positions?
Based on the latest 13F filing, S&G Foundation's top holdings by market value are: 1. Jpmorgan Chase & Co (JPM) — $770.0M (40.9%) 2. Berkshire Hathaway Inc-cl A (BRK-A) — $477.6M (25.4%) 3. American Express Co (AXP) — $193.9M (10.3%) 4. Goldman Sachs Group INC (GS) — $132.5M (7.0%) 5. Berkshire Hathaway Inc-cl B (BRK-B) — $95.1M (5.0%)
What changes did S&G Foundation make in its most recent portfolio filing?
No notable portfolio changes were recorded for S&G Foundation in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does S&G Foundation focus on?
S&G Foundation is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 94.2% • Real Estate: 5.6% • Materials: 0.2% • Consumer Discretionary: 0.0% • Information Technology: 0.0%

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