13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001874163
Total reported value
$2.1B
$2.1B
20 檔
77.8%
As reported in its official Q1 2026 Form 13F filing, S&G Foundation's tracked investment portfolio stood at $2.1B with 20 total positions.
During Q1 2026, S&G Foundation's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including JPM, BRK-A, AXP) accounted for 77.8% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 40.87% | -0.93% | — | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 25.35% | -2.14% | — | |
| 3 | AXP | American Express Co | Stock-Financials | 10.29% | -0.18% | — | |
| 4 | GS | Goldman Sachs Group Inc | Stock-Financials | 7.03% | -3.18% | — | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.05% | -0.42% | — | |
| 6 | EQR | Equity Residential | Stock-Real Estate | 4.16% | -0.36% | — | |
| 7 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.58% | +0.11% | — | |
| 8 | USB | US Bancorp | Stock-Financials | 1.55% | +0.03% | — | |
| 9 | WAL | Western Alliance Bancorp | Stock-Financials | 1.41% | +0.03% | — | |
| 10 | WFC | Wells Fargo & Co | Stock-Financials | 1.07% | -0.09% | — | |
| 11 | PGR | Progressive CORP | Stock-Financials | 0.91% | -0.03% | — | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 0.19% | -0.02% | — | |
| 13 | STT | State Street CORP | Stock-Financials | 0.17% | +0.03% | — | |
| 14 | STTK | Shattuck Labs Inc | Stock-Other | 0.15% | -0.01% | — | |
| 15 | ECL | Ecolab Inc | Stock-Materials | 0.14% | -0.01% | — | |
| 16 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.05% | — | — | |
| 17 | AIG | American International Group | Stock-Financials | 0.01% | — | — | |
| 18 | WRB | Wr Berkley CORP | Stock-Financials | 0.01% | — | — | |
| 19 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.01% | -0.01% | — | |
| 20 | ACN | Accenture plc | Stock-Tech | — | — | — |
According to official SEC Form 13F filings, S&G Foundation reported a total U.S. public equity portfolio value of $2.1B across 20 disclosed positions in Q1 2026.
During Q1 2026, S&G Foundation's top holdings by market value included JPM (40.9%)、BRK-A (25.4%)、AXP (10.3%). The largest single position, JPM, represented 40.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2026, S&G Foundation made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.