Funds › S&G Foundation
S&G Foundation
13F for Q3 2026, filed Nov 12, 2026. 21 positions worth $2.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | JPM JPMorgan Chase & Co. | 2.62M | $866.0M | 41.1% | Unchanged | 13F ↗ |
| 2 | BRK-A Berkshire Hathaway Inc. Class A | 665 | $496.8M | 23.5% | Unchanged | 13F ↗ |
| 3 | AXP American Express Company | 641,100 | $195.0M | 9.2% | Unchanged | 13F ↗ |
| 4 | INFQ Infleqtion, Inc. | 11.57M | $155.9M | 7.4% | Unchanged | 13F ↗ |
| 5 | BRK-B Berkshire Hathaway Inc. Class B | 198,400 | $98.8M | 4.7% | Unchanged | 13F ↗ |
| 6 | GS Goldman Sachs Group, Inc. | 81,600 | $73.5M | 3.5% | Unchanged | 13F ↗ |
| 7 | VMRK Vivmark Residential · Sh Ben Int | 1.20M | $72.9M | 3.5% | Unchanged | 13F ↗ |
| 8 | BNY The Bank of New York Mellon Corporation | 251,000 | $36.3M | 1.7% | Unchanged | 13F ↗ |
| 9 | USB U.S. Bancorp | 560,000 | $32.3M | 1.5% | Unchanged | 13F ↗ |
| 10 | WAL Western Alliance Bancorporation | 375,638 | $28.2M | 1.3% | Unchanged | 13F ↗ |
| 11 | WFC Wells Fargo & Company | 253,314 | $20.3M | 1.0% | Unchanged | 13F ↗ |
| 12 | PGR Progressive Corporation | 86,200 | $17.9M | 0.8% | Unchanged | 13F ↗ |
| 13 | STT State Street Corporation | 25,783 | $4.5M | 0.2% | Unchanged | 13F ↗ |
| 14 | MA Mastercard Incorporated | 7,000 | $3.9M | 0.2% | Unchanged | 13F ↗ |
| 15 | STTK Shattuck Labs, Inc. | 435,749 | $3.0M | 0.1% | Unchanged | 13F ↗ |
| 16 | ECL Ecolab Inc. | 9,740 | $2.7M | 0.1% | Unchanged | 13F ↗ |
| 17 | SCHW Charles Schwab Corporation | 10,837 | $1.1M | 0.1% | Unchanged | 13F ↗ |
| 18 | WRB W.R. Berkley Corporation | 3,375 | $227.9K | <0.1% | Unchanged | 13F ↗ |
| 19 | AIG American International Group, Inc. | 3,000 | $223.3K | <0.1% | Unchanged | 13F ↗ |
| 20 | BABA Alibaba Group Holding Limited · ADR | 800 | $86.0K | <0.1% | Unchanged | 13F ↗ |
| 21 | ACN Accenture plc | 300 | $55.0K | <0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
0 new, 1 added to, 0 trimmed, 0 exited, 20 unchanged. By estimated dollars.
New positions (0)
None this quarter.
Added to (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| STT State Street Corporation | 25,783 | Unchanged | $1,746 |
Trimmed (0)
None this quarter.
Exited (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer