Holdings

S&G Foundation

As of Jun 30, 2026, S&G Foundation reported 18 positions worth US$2.15B. Largest: Jp Morgan Chase & Co., Berkshire Hathaway Inc. and American Express Company. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Jp Morgan Chase & Co.2.62MUS$857Mno changeJun 30, 2026
Berkshire Hathaway Inc.1.19MUS$597M−1,390Jun 30, 2026
American Express Company641KUS$217Mno changeJun 30, 2026
Infleqtion, Inc.11.6MUS$154MnewJun 30, 2026
Goldman Sachs Group, Inc. (the)81,600US$82.5M−75,000Jun 30, 2026
Equity Residential1.2MUS$81.5Mno changeJun 30, 2026
The Bank Of New York Mellon Corporation251KUS$36.3Mno changeJun 30, 2026
U.s. Bancorp560KUS$33.8Mno changeJun 30, 2026
Western Alliance Bancorporation376KUS$30.9Mno changeJun 30, 2026
Wells Fargo & Company253KUS$20.9Mno changeJun 30, 2026