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Portfolio (Quarterly) Guide ↗

S&G Foundation

· CIK 0001874163
13F Portfolio $1.9B AUM 20 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 20 New
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JPM JPMorgan Chase & Co. Financial Services 2,617,548.0 $770.0M 40.87% NEW $294.16 +3.0%
2 Berkshire Hathaway Inc. Class A 665.0 $477.6M 25.35% NEW $718140.00
3 AXP American Express Company Financial Services 641,100.0 $193.9M 10.29% NEW $302.48 +2.4%
4 GS Goldman Sachs Group Inc. Financial Services 156,600.0 $132.5M 7.03% NEW $845.99 +16.8%
5 Berkshire Hathaway Inc. Class B 198,400.0 $95.1M 5.05% NEW $479.20
6 EQR Equity Residential SBI Real Estate 1,200,000.0 $78.5M 4.16% NEW $65.38 +0.6%
7 BK Bank of New York Mellon Corporation Financial Services 251,000.0 $29.8M 1.58% NEW $118.63 +17.2%
8 USB US Bancorp Financial Services 560,000.0 $29.1M 1.55% NEW $52.01 +4.8%
9 WAL Western Alliance Bancorporation Financial Services 375,638.0 $26.6M 1.41% NEW $70.85 +8.7%
10 WFC Wells Fargo & Co. Financial Services 253,314.0 $20.2M 1.07% NEW $79.61 -4.8%
11 PGR Progressive Corporation Financial Services 86,200.0 $17.1M 0.91% NEW $198.24 +2.2%
12 MA MasterCard Incorporated Financial Services 7,000.0 $3.5M 0.19% NEW $499.66 -0.0%
13 STT State Street Corporation Financial Services 25,668.0 $3.2M 0.17% NEW $126.56 +21.7%
14 STTK Shattuck Labs Inc. Healthcare 435,749.0 $2.8M 0.15% NEW $6.43 -4.0%
15 ECL Ecolab Inc. Basic Materials 9,740.0 $2.6M 0.14% NEW $266.02 -6.0%
16 SCHW Charles Schwab Corporation Financial Services 10,837.0 $1.0M 0.05% NEW $93.98 -4.1%
17 AIG American International Group Inc. Financial Services 3,000.0 $226K 0.01% NEW $75.25 +4.5%
18 WRB W.R. Berkley Corporation Financial Services 3,375.0 $224K 0.01% NEW $66.28 +3.0%
19 BABA Alibaba Group Holding Consumer Cyclical 800.0 $100K 0.01% NEW $125.46 +4.8%
20 ACN Accenture PLC Technology 300.0 $59K 0.00% NEW $198.29 -10.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 93.6%
Real Estate 6.0%
Basic Materials 0.2%
Healthcare 0.2%
Consumer Cyclical 0.0%
Technology 0.0%