account_balance
Investment manager · 13F filer · SEC CIK 1874163
S&G Foundation
Reported value$2.11Bas of Sep 30, 2026
Positions21 0 new, 0 sold out
Top 10 weight97.4%JPM alone is 41%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JPMJPMorgan Chase & Co.
41.1%
Berkshire Hathaway Inc. Class A
23.5%
AXPAmerican Express Company
9.2%
INFQInfleqtion Inc.
7.4%
BRK-BBerkshire Hathaway Inc. Class B
4.7%
GSGoldman Sachs Group Inc.
3.5%
VMRKVivmark Residential
3.5%
BNY1.7%USB1.5%WAL1.3%WFC1.0%PGR0.8%JPMJPMorgan Chase & Co.
41.1%
Berkshire Hathaway Inc. Class A
23.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JPM JPMorgan Chase & Co. 41.1% Held
Berkshire Hathaway Inc. Class A 23.5% Held
AXP American Express Company 9.2% HeldINFQ Infleqtion Inc. 7.4% HeldBRK-B Berkshire Hathaway Inc. Class B 4.7% HeldGS Goldman Sachs Group Inc. 3.5% HeldVMRK Vivmark Residential 3.5% HeldBNY Bank of New York Mellon Corporation 1.7% HeldUSB US Bancorp 1.5% HeldWAL Western Alliance Bancorporation 1.3% HeldWFC Wells Fargo & Co. 1.0% HeldPGR Progressive Corporation 0.8% HeldWhat changed
Biggest moves since Jun 30, 2026
add_circleNew
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arrow_upwardAdded
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arrow_downwardTrimmed
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remove_circleSold out
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