S&G Foundation Portfolio Stock Holdings
S&G Foundation disclosed 20 stock positions valued at approximately $1.9 billion in its latest SEC 13F filing. The largest holdings include JPMorgan Chase & Co., Berkshire Hathaway Inc. Class A, and American Express Company. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 20
- Portfolio Value
- $1.9B
Holdings by Sector
S&G Foundation Portfolio Holdings in Q1 2026
20 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. | JPM | Financial Services | 40.87% | 2,617,548 | +2,617,548 | +100.00% | $769,977,920 |
| Berkshire Hathaway Inc. Class A | BRK-A | Financial Services | 25.35% | 665 | +665 | +100.00% | $477,563,100 |
| American Express Company | AXP | Financial Services | 10.29% | 641,100 | +641,100 | +100.00% | $193,919,928 |
| Goldman Sachs Group Inc. | GS | Financial Services | 7.03% | 156,600 | +156,600 | +100.00% | $132,482,034 |
| Berkshire Hathaway Inc. Class B | BRK-B | Financial Services | 5.05% | 198,400 | +198,400 | +100.00% | $95,073,280 |
| Equity Residential SBI | EQR | Real Estate | 4.16% | 1,200,000 | +1,200,000 | +100.00% | $78,456,000 |
| Bank of New York Mellon Corporation | BK | Financial Services | 1.58% | 251,000 | +251,000 | +100.00% | $29,776,130 |
| US Bancorp | USB | Financial Services | 1.55% | 560,000 | +560,000 | +100.00% | $29,125,600 |
| Western Alliance Bancorporation | WAL | Financial Services | 1.41% | 375,638 | +375,638 | +100.00% | $26,613,952 |
| Wells Fargo & Co. | WFC | Financial Services | 1.07% | 253,314 | +253,314 | +100.00% | $20,166,328 |
| Progressive Corporation | PGR | Financial Services | 0.91% | 86,200 | +86,200 | +100.00% | $17,088,288 |
| MasterCard Incorporated | MA | Financial Services | 0.19% | 7,000 | +7,000 | +100.00% | $3,497,620 |
| State Street Corporation | STT | Financial Services | 0.17% | 25,668 | +25,668 | +100.00% | $3,248,577 |
| Shattuck Labs Inc. | STTK | Healthcare | 0.15% | 435,749 | +435,749 | +100.00% | $2,801,866 |
| Ecolab Inc. | ECL | Basic Materials | 0.14% | 9,740 | +9,740 | +100.00% | $2,591,035 |
| Charles Schwab Corporation | SCHW | Financial Services | 0.05% | 10,837 | +10,837 | +100.00% | $1,018,461 |
| American International Group Inc. | AIG | Financial Services | 0.01% | 3,000 | +3,000 | +100.00% | $225,750 |
| W.R. Berkley Corporation | WRB | Financial Services | 0.01% | 3,375 | +3,375 | +100.00% | $223,695 |
| Alibaba Group Holding | BABA | Consumer Cyclical | 0.01% | 800 | +800 | +100.00% | $100,368 |
| Accenture PLC | ACN | Technology | 0.00% | 300 | +300 | +100.00% | $59,487 |