S&G Foundation
S&G Foundation reported 21 stocks worth $2.1B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are JPM (39.9%), BRK.A (23.2%) and AXP (10.1%). Compared with Q1 2026, the fund opened new positions in INFQ, added to STT and trimmed GS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 2 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  JPM Jpmorgan Chase & Co. | $857M | 39.9% | 2.6M | No change | 2 of 2 | |
| 2 |  BRK.A Berkshire Hathaway Inc Dclass A | $498M | 23.2% | 665 | No change | 2 of 2 | |
| 3 |  AXP American Express Co | $217M | 10.1% | 641K | No change | 2 of 2 | |
| 4 |  INFQ Infleqtion Inc | $154M | 7.2% | 11.6M | New position | 1 of 2 | |
| 5 |  BRK.B Berkshire Hathaway Inc Del | $99.3M | 4.6% | 198K | No change | 2 of 2 | |
| 6 |  GS Goldman Sachs Group Inc | $82.5M | 3.9% | 82K | −75K (−48%) | 2 of 2 | |
| 7 |  VMRK Equity Residential | $81.5M | 3.8% | 1.2M | No change | 2 of 2 | |
| 8 |  BNY Bank New York Mellon Corp | $36.3M | 1.7% | 251K | No change | 2 of 2 | |
| 9 |  USB US Bancorp Del | $33.8M | 1.6% | 560K | No change | 2 of 2 | |
| 10 |  WAL Western Alliance Bancorp | $30.9M | 1.4% | 376K | No change | 2 of 2 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 2 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →S&G Foundation 13F FAQ
What does S&G Foundation own?
S&G Foundation reported 21 stocks worth $2.1B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are JPM (39.9%), BRK.A (23.2%) and AXP (10.1%). The table above lists every position in the filing (the top 10 without an account).
What did S&G Foundation buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 1 added to, 1 trimmed and 0 sold out. New positions include INFQ.
When will S&G Foundation file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is S&G Foundation's portfolio worth?
The Q2 2026 filing reports $2.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.