S&G Foundation
CIK: 1874163
Exit Positions
0
Holdings (21)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 12, 2026
- JPM
JPMorgan Chase & Co.
$856.8M
2.62M sh39.94%+0.0% - BRK.A
Berkshire Hathaway Inc. Class A
$497.99M
665 sh23.21%+0.0% - AXP
American Express Company
$216.85M
641,100 sh10.11%+0.0% - INFQ
Infleqtion Inc.
$154.16M
11.57M sh7.19%New - BRK.B
Berkshire Hathaway Inc. Class B
$99.28M
198,400 sh4.63%+0.0% - GS
Goldman Sachs Group Inc.
$82.53M
81,600 sh3.85%-47.9% - EQR
Equity Residential SBI
$81.52M
1.20M sh3.80%+0.0% - BK
Bank of New York Mellon Corporation
$36.3M
251,000 sh1.69%+0.0% - USB
US Bancorp
$33.82M
560,000 sh1.58%+0.0% - WAL
Western Alliance Bancorporation
$30.88M
375,638 sh1.44%+0.0% - WFC
Wells Fargo & Co.
$20.93M
253,314 sh0.98%+0.0% - PGR
Progressive Corporation
$18.83M
86,200 sh0.88%+0.0% - STT
State Street Corporation
$4.37M
25,773 sh0.20%+0.4% - MA
MasterCard Incorporated
$3.6M
7,000 sh0.17%+0.0% - STTK
Shattuck Labs Inc.
$3.02M
435,749 sh0.14%+0.0% - ECL
Ecolab Inc.
$2.71M
9,740 sh0.13%+0.0% - SCHW
Charles Schwab Corporation
$1M
10,837 sh0.05%+0.0% - WRB
W.R. Berkley Corporation
$238K
3,375 sh0.01%+0.0% - AIG
American International Group Inc.
$224K
3,000 sh0.01%+0.0% - BABA
Alibaba Group Holding
$77K
800 sh0.00%+0.0% - ACN
Accenture PLC
$37K
300 sh0.00%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 JPM JPMorgan Chase & Co. | 2.62M | $856.8M | +0.0% | 39.94% | Q2 2026 |
 BRK.A Berkshire Hathaway Inc. Class A | 665 | $497.99M | +0.0% | 23.21% | Q2 2026 |
 AXP American Express Company | 641,100 | $216.85M | +0.0% | 10.11% | Q2 2026 |
 INFQ Infleqtion Inc. | 11.57M | $154.16M | New | 7.19% | Q2 2026 |
 BRK.B Berkshire Hathaway Inc. Class B | 198,400 | $99.28M | +0.0% | 4.63% | Q2 2026 |
 GS Goldman Sachs Group Inc. | 81,600 | $82.53M | -47.9% | 3.85% | Q2 2026 |
 EQR Equity Residential SBI | 1.20M | $81.52M | +0.0% | 3.80% | Q2 2026 |
 BK Bank of New York Mellon Corporation | 251,000 | $36.3M | +0.0% | 1.69% | Q2 2026 |
 USB US Bancorp | 560,000 | $33.82M | +0.0% | 1.58% | Q2 2026 |
 WAL Western Alliance Bancorporation | 375,638 | $30.88M | +0.0% | 1.44% | Q2 2026 |
 WFC Wells Fargo & Co. | 253,314 | $20.93M | +0.0% | 0.98% | Q2 2026 |
 PGR Progressive Corporation | 86,200 | $18.83M | +0.0% | 0.88% | Q2 2026 |
 STT State Street Corporation | 25,773 | $4.37M | +0.4% | 0.20% | Q2 2026 |
 MA MasterCard Incorporated | 7,000 | $3.6M | +0.0% | 0.17% | Q2 2026 |
 STTK Shattuck Labs Inc. | 435,749 | $3.02M | +0.0% | 0.14% | Q2 2026 |
 ECL Ecolab Inc. | 9,740 | $2.71M | +0.0% | 0.13% | Q2 2026 |
 SCHW Charles Schwab Corporation | 10,837 | $1M | +0.0% | 0.05% | Q2 2026 |
 WRB W.R. Berkley Corporation | 3,375 | $238K | +0.0% | 0.01% | Q2 2026 |
 AIG American International Group Inc. | 3,000 | $224K | +0.0% | 0.01% | Q2 2026 |
 BABA Alibaba Group Holding | 800 | $77K | +0.0% | 0.00% | Q2 2026 |
 ACN Accenture PLC | 300 | $37K | +0.0% | 0.00% | Q2 2026 |
1-21 of 21 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About S&G Foundation
S&G Foundation is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1874163). Signal8 holds 8 13F filings from it. Its SEC filings list Wyoming as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 12, 2026. That report lists 21 securities, not counting options, up from 20 in Q1 2026.
Its five largest reported positions, in order, are JPMorgan Chase & Co. (JPM), Berkshire Hathaway Inc. Class A (BRK.A), American Express Company (AXP), Infleqtion Inc. (INFQ) and Berkshire Hathaway Inc. Class B (BRK.B). The next five are Goldman Sachs Group Inc. (GS), Equity Residential SBI (EQR), Bank of New York Mellon Corporation (BK), US Bancorp (USB) and Western Alliance Bancorporation (WAL).
Recent 13F filings by S&G Foundation
- Q2 2026: 13F-HR filed Aug 12, 2026, listing 21 securities.
- Q1 2026: 13F-HR filed May 14, 2026, listing 20 securities.