DOSSIER · 13F-HR · Q2 2026

S&G Foundation

$2.1B in tracked AUM across 21 positions as of Q2 2026.

SF
CIK 0001874163 · last filed Jun 30, 2026
Total AUM
$2.1B
as of Q2 2026
Holdings
21
positions
Whale Score
75
75
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

S&G Foundation filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
JPM
JPMorgan Chase & Co.
$857M2.6M39.9%
02
BRK/A
Berkshire Hathaway Inc. Class A
$498M66523.2%
03
AXP
American Express Company
$217M641K10.1%
04
INFQ
Infleqtion Inc.
$154M11.6M7.2%
05
BRK/B
Berkshire Hathaway Inc. Class B
$99M198K4.6%
06
GS
Goldman Sachs Group Inc.
$83M82K3.8%
07
EQR
Equity Residential SBI
$82M1.2M3.8%
08
BK
Bank of New York Mellon Corporation
$36M251K1.7%
09
USB
US Bancorp
$34M560K1.6%
10
WAL
Western Alliance Bancorporation
$31M376K1.4%

Filing history

2026Q2Jun 30
$2.1B
21 positionsView →