S&G Foundation — 13F Holdings & Portfolio
CIK 1874163 · latest 13F-HR filed 2026-05-15
S&G Foundation manages $1.88B in 13F-reported U.S. long-equity assets across 20 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are JPM (40.87%), BRK.A (25.35%), AXP (10.29%).
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.88B
Long-equity book
20
Distinct positions
2026-03-31
Filed 2026-05-15
—
no prior filing cached
| Name | Title / Status | Ownership | Type |
|---|
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase & Co. | JPM | 46625H100 | $770.0M | 40.87% | 2,617,548 | SH |
| 2 | Berkshire Hathaway Inc. Class A | BRK.A | 084670108 | $477.6M | 25.35% | 665 | SH |
| 3 | American Express Company | AXP | 025816109 | $193.9M | 10.29% | 641,100 | SH |
| 4 | Goldman Sachs Group Inc. | GS | 38141G104 | $132.5M | 7.03% | 156,600 | SH |
| 5 | Berkshire Hathaway Inc. Class B | BRK.B | 084670702 | $95.1M | 5.05% | 198,400 | SH |
| 6 | Equity Residential SBI | EQR | 29476L107 | $78.5M | 4.16% | 1,200,000 | SH |
| 7 | Bank of New York Mellon Corporation | BK | 064058100 | $29.8M | 1.58% | 251,000 | SH |
| 8 | US Bancorp | USB | 902973304 | $29.1M | 1.55% | 560,000 | SH |
| 9 | Western Alliance Bancorporation | WAL | 957638109 | $26.6M | 1.41% | 375,638 | SH |
| 10 | Wells Fargo & Co. | WFC | 949746101 | $20.2M | 1.07% | 253,314 | SH |
| 11 | Progressive Corporation | PGR | 743315103 | $17.1M | 0.91% | 86,200 | SH |
| 12 | MasterCard Incorporated | MA | 57636Q104 | $3.5M | 0.19% | 7,000 | SH |
| 13 | State Street Corporation | STT | 857477103 | $3.2M | 0.17% | 25,668 | SH |
| 14 | Shattuck Labs Inc. | STTK | 82024L103 | $2.8M | 0.15% | 435,749 | SH |
| 15 | Ecolab Inc. | ECL | 278865100 | $2.6M | 0.14% | 9,740 | SH |
| 16 | Charles Schwab Corporation | SCHW | 808513105 | $1.0M | 0.05% | 10,837 | SH |
| 17 | American International Group Inc. | AIG | 026874784 | $225.8K | 0.01% | 3,000 | SH |
| 18 | W.R. Berkley Corporation | WRB | 084423102 | $223.7K | 0.01% | 3,375 | SH |
| 19 | Alibaba Group Holding | BABA | 01609W102 | $100.4K | 0.01% | 800 | SH |
| 20 | Accenture PLC | ACN | G1151C101 | $59.5K | 0.00% | 300 | SH |