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S&G Foundation

hedge fundUpdated 30 days ago

Managed by S&G Foundation • Latest filing Q2 2026

Portfolio value
$2.1B
Q2 2026
Filings
2
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
Implied from 13F holdings

Top holdings

21 positions as of Q2 2026

View filing
J

JPMorgan Chase & Co.

Value
$856.8M
Shares
2.62M
% Port
39.94%
B

Berkshire Hathaway Inc. Class A

Value
$498M
Shares
665
% Port
23.21%
A
3.AXP

American Express Company

Value
$216.9M
Shares
641.1K
% Port
10.11%
I

Infleqtion Inc.

Value
$154.2M
Shares
11.57M
% Port
7.19%
B

Berkshire Hathaway Inc. Class B

Value
$99.3M
Shares
198.4K
% Port
4.63%
G

Goldman Sachs Group Inc.

Value
$82.5M
Shares
81.6K
% Port
3.85%
E
7.EQR

Equity Residential SBI

Value
$81.5M
Shares
1.20M
% Port
3.80%
B

Bank of New York Mellon Corporation

Value
$36.3M
Shares
251.0K
% Port
1.69%
U

US Bancorp

Value
$33.8M
Shares
560.0K
% Port
1.58%
W

Western Alliance Bancorporation

Value
$30.9M
Shares
375.6K
% Port
1.44%
W

Wells Fargo & Co.

Value
$20.9M
Shares
253.3K
% Port
0.98%
P
12.PGR

Progressive Corporation

Value
$18.8M
Shares
86.2K
% Port
0.88%
S

State Street Corporation

Value
$4.4M
Shares
25.8K
% Port
0.20%
M
14.MA

MasterCard Incorporated

Value
$3.6M
Shares
7.0K
% Port
0.17%
S
15.STTK

Shattuck Labs Inc.

Value
$3M
Shares
435.7K
% Port
0.14%
E
16.ECL

Ecolab Inc.

Value
$2.7M
Shares
9.7K
% Port
0.13%
S

Charles Schwab Corporation

Value
$1000K
Shares
10.8K
% Port
0.05%
W

W.R. Berkley Corporation

Value
$238K
Shares
3.4K
% Port
0.01%
A
19.AIG

American International Group Inc.

Value
$224K
Shares
3.0K
% Port
0.01%
B

Alibaba Group Holding

Value
$77K
Shares
800
% Port
0.00%

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