Investor
S&G Foundation
CIK 0001874163 · filed 2026-05-15 · SEC filing
13F book
$1.88B
Positions
20
Largest name
40.9%
Jpmorgan Chase & Co.
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co. | — | 2.62M | $770M | 40.9% | — | Held |
| Berkshire Hathaway Inc Del | — | 665 | $477.6M | 25.3% | — | Held |
| American Express Co | AXP | 641.1K | $193.9M | 10.3% | — | Held |
| Goldman Sachs Group Inc | — | 156.6K | $132.5M | 7.0% | — | Held |
| Berkshire Hathaway Inc Del | — | 198.4K | $95.1M | 5.0% | — | Held |
| Equity Residential | EQR | 1.2M | $78.5M | 4.2% | — | Held |
| Bank New York Mellon Corp | — | 251K | $29.8M | 1.6% | — | Held |
| Us Bancorp Del | — | 560K | $29.1M | 1.5% | — | Held |
| Western Alliance Bancorp | — | 375.6K | $26.6M | 1.4% | — | Held |
| Wells Fargo Co New | — | 253.3K | $20.2M | 1.1% | — | Held |
| Progressive Corp | — | 86.2K | $17.1M | 0.9% | — | Held |
| Mastercard Inc | MA | 7K | $3.5M | 0.2% | — | Held |
| State Str Corp | — | 25.7K | $3.25M | 0.2% | — | Held |
| Shattuck Labs, Inc. | STTK | 435.7K | $2.8M | 0.1% | — | Held |
| Ecolab Inc. | ECL | 9.74K | $2.59M | 0.1% | — | Held |
| Schwab Charles Corp | — | 10.8K | $1.02M | 0.1% | — | Held |
| American Intl Group Inc | — | 3K | $225.8K | 0.0% | — | Held |
| Berkley W R Corp | — | 3.38K | $223.7K | 0.0% | — | Held |
| Alibaba Group Hldg Ltd | — | 800 | $100.4K | 0.0% | — | Held |
| Accenture Plc Ireland | — | 300 | $59.5K | 0.0% | — | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.