Q2 2026 13F · SEC CIK 1874163
S&G Foundation
Endowment & foundationFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $2.1B
- Reported positions
- 21
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 2 qtrs
S&G Foundation is an endowment & foundation that reported 21 positions worth $2.1B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Jpmorgan Chase & Co (JPM, 39.9%), Berkshire Hathaway Inc Del (BRK-A, 23.2%), American Express Co (AXP, 10.1%).
S&G Foundation holdings all 21 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| JPMJpmorgan Chase & Co | 39.9% | +0.0% | $856.8M |
| BRK-ABerkshire Hathaway Inc Del | 23.2% | +0.0% | $498.0M |
| AXPAmerican Express Co | 10.1% | +0.0% | $216.9M |
| INFQInfleqtion Inc | 7.2% | — | $154.2M |
| BRK-BBerkshire Hathaway Inc Del | 4.6% | +0.0% | $99.3M |
| GSGoldman Sachs Group Inc | 3.8% | -47.9% | $82.5M |
| EQRVivmark Residential | 3.8% | +0.0% | $81.5M |
| BNYBank of Ny Mellon Corp | 1.7% | +0.0% | $36.3M |
| USBUS Bancorp | 1.6% | +0.0% | $33.8M |
| WALWestern Alliance Bancorp | 1.4% | +0.0% | $30.9M |
| WFCWells Fargo & Co | 1.0% | +0.0% | $20.9M |
| PGRProgressive Corp | 0.9% | +0.0% | $18.8M |
| STTState Str Corp | 0.2% | +0.4% | $4.4M |
| MAMastercard Incorporated | 0.2% | +0.0% | $3.6M |
| STTKShattuck Labs Inc | 0.1% | +0.0% | $3.0M |
| ECLEcolab Inc | 0.1% | +0.0% | $2.7M |
| SCHWCharles Schwab Corp (the) | 0.0% | +0.0% | $1000K |
| WRBBerkley W R Corp | 0.0% | +0.0% | $238K |
| AIGAmerican Intl Group Inc | 0.0% | +0.0% | $224K |
| BABAAlibaba Group Hldg Ltd | 0.0% | +0.0% | $77K |
| ACNAccenture PLC Ireland | 0.0% | +0.0% | $37K |
What S&G Foundation bought and sold in Q2 2026, against Q1 2026.
New positions
- INFQ Infleqtion Inc7.2% of 13F
Added to
No position grew by more than 5%.
Reduced
- GS Goldman Sachs Group Inc-47.9% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $2.1B | 21 |
| Q1 2026 | $1.9B | 20 |
Questions about S&G Foundation's portfolio
What stocks does S&G Foundation own?
S&G Foundation's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 21 positions worth $2.1B. The largest are Jpmorgan Chase & Co (JPM) at 39.9%, Berkshire Hathaway Inc Del (BRK-A) at 23.2%, American Express Co (AXP) at 10.1%, Infleqtion Inc (INFQ) at 7.2% and Berkshire Hathaway Inc Del (BRK-B) at 4.6%.
What did S&G Foundation buy last quarter?
In Q2 2026, S&G Foundation added a new position in Infleqtion Inc (INFQ), compared with its Q1 2026 filing.
What did S&G Foundation sell last quarter?
In Q2 2026, S&G Foundation Goldman Sachs Group Inc (GS) (-47.9% shares), compared with its Q1 2026 filing.
When is S&G Foundation's next 13F filing due?
13F filings are due 45 days after each quarter ends. S&G Foundation's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.