S&G Foundation
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.88B
Q ending 2026-03-31
Prior quarter
–
Q ending 2025-12-31
Change
– QoQ
Positions
20
reported holdings
Largest positions
All 20 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Jpmorgan Chase & Co. | JPM | Shares | $770.0M | 2.6M |
| Berkshire Hathaway Inc. Class A | BRK/A | Shares | $477.6M | 665 |
| American Express Company | AXP | Shares | $193.9M | 641K |
| Goldman Sachs Group Inc. | GS | Shares | $132.5M | 157K |
| Berkshire Hathaway Inc. Class B | BRK/B | Shares | $95.1M | 198K |
| Equity Residential Sbi | EQR | Shares | $78.5M | 1.2M |
| Bank Of New York Mellon Corporatio | BNY | Shares | $29.8M | 251K |
| Us Bancorp | USB | Shares | $29.1M | 560K |
| Western Alliance Bancorporation | WAL | Shares | $26.6M | 376K |
| Wells Fargo & Co. | WFC | Shares | $20.2M | 253K |
| Progressive Corporation | PGR | Shares | $17.1M | 86K |
| Mastercard Incorporated | MA | Shares | $3.5M | 7K |
| State Street Corporation | STT | Shares | $3.2M | 26K |
| Shattuck Labs Inc. | STTK | Shares | $2.8M | 436K |
| Ecolab Inc. | ECL | Shares | $2.6M | 10K |
| Charles Schwab Corporation | SCHW | Shares | $1.0M | 11K |
| American International Group Inc. | AIG | Shares | $226K | 3K |
| W.R. Berkley Corporation | WRB | Shares | $224K | 3K |
| Alibaba Group Holding | BABA | Shares | $100K | 800 |
| Accenture Plc | Shares | $59K | 300 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.