S&G Foundation
S&G Foundation reported 21 positions worth $2.15B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: JPM (39.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JPM | SH | $856.8M | 39.94% | 2,617,548 | — | — | |
| ▸ 2 | BRK-A | SH | $498.0M | 23.21% | 665 | — | — | |
| ▸ 3 | AXP | SH | $216.9M | 10.11% | 641,100 | — | — | |
| ▸ 4 | INFQ | SH | $154.2M | 7.19% | 11,573,878 | — | — | |
| ▸ 5 | BRK-B | SH | $99.3M | 4.63% | 198,400 | — | — | |
| ▸ 6 | GS | SH | $82.5M | 3.85% | 81,600 | — | — | |
| ▸ 7 | VMRK | SH | $81.5M | 3.80% | 1,200,000 | — | — | |
| ▸ 8 | BNY | SH | $36.3M | 1.69% | 251,000 | — | — | |
| ▸ 9 | USB | SH | $33.8M | 1.58% | 560,000 | — | — | |
| ▸ 10 | WAL | SH | $30.9M | 1.44% | 375,638 | — | — |
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Frequently Asked Questions
What stocks does S&G Foundation hold as of Q2 2026?
S&G Foundation reported 21 positions worth $2.15B in its Q2 2026 13F filing. Largest positions: JPM (39.9%), BRK-A (23.2%), AXP (10.1%), INFQ (7.2%) and BRK-B (4.6%).
What did S&G Foundation buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did S&G Foundation sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.