§ 13F · FUND PROFILE
S&G Foundation.
AUM · $2.1B (13F)Positions · 21Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$154M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMorgan Chase & Co. | 2.62M | $857M | 39.9% | ±0% |
| 2 | BRK/A | Berkshire Hathaway Inc. Class A | 665 | $498M | 23.2% | ±0% |
| 3 | AXP | American Express Company | 641K | $217M | 10.1% | ±0% |
| 4 | INFQ | Infleqtion Inc. | 11.57M | $154M | 7.2% | NEW |
| 5 | BRK/B | Berkshire Hathaway Inc. Class B | 198K | $99M | 4.6% | ±0% |
| 6 | GS | Goldman Sachs Group Inc. | 82K | $83M | 3.8% | −48% |
| 7 | VMRK | Equity Residential SBI | 1.20M | $82M | 3.8% | ±0% |
| 8 | BNY | Bank of New York Mellon Corporation | 251K | $36M | 1.7% | ±0% |
| 9 | USB | US Bancorp | 560K | $34M | 1.6% | ±0% |
| 10 | WAL | Western Alliance Bancorporation | 376K | $31M | 1.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE S&G SIGNAL
AC read
S&G Foundation is a institutional fund managing $2.1 billion in assets. The fund runs a focused portfolio of just 21 positions.
Read the full dossier →