S&G Foundation
CIK 0001874163 · WILSON, WY · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.15B
2026 Q2
Positions
21
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
97.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
JPM
JPMorgan Chase & Co.
39.9%
BRK-A
Berkshire Hathaway Inc. Class A
23.2%
AXP
American Express Company
10.1%
INFQ
Infleqtion Inc.
7.2%
BRK-B
Berkshire Hathaway Inc. Class B
4.6%
GS
Goldman Sachs Group Inc.
3.8%
VMRK
Equity Residential SBI
3.8%
BNY
Bank of New York Mellon Corporation
1.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.