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The Analysis of S&G Foundation's Holdings & P&L

Currently, S&G Foundation holds 21 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in JPM (+2.6M shares, valued at $770.0M), BRK.A (+665 shares, valued at $477.6M), AXP (+641.1K shares, valued at $193.9M); initiated new positions in JPM (+2.6M shares, valued at $770.0M), BRK.A (+665 shares, valued at $477.6M), AXP (+641.1K shares, valued at $193.9M).

1M P&L

+48.7M+2.50%

3M P&L

+190.0M+10.49%

HY P&L

+157.8M+8.56%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Banks - Diversified819.9M

42.1%

2N/A477.6M

24.5%

3Credit Services197.4M

10.1%

Top Industries by Stock Count

1Banks - Diversified3 stocks

15.8%

2Credit Services2 stocks

10.5%

3Capital Markets2 stocks

10.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPM JPMorgan Chase & Co.2.6M sharesnew addition2026-03-312026-05-15

BRK.A Berkshire Hathaway Inc. Class A665 sharesnew addition2026-03-312026-05-15

AXP American Express Company641.1K sharesnew addition2026-03-312026-05-15

CCCX 11.6M sharesnew addition2026-06-042026-06-11

GS Goldman Sachs Group Inc.156.6K sharesnew addition2026-03-312026-05-15

Berkshire Hathaway Inc. Class B Berkshire Hathaway Inc. Class B198.4K sharesnew addition2026-03-312026-05-15

EQR Equity Residential SBI1.2M sharesnew addition2026-03-312026-05-15

BK Bank of New York Mellon Corporation251.0K sharesnew addition2026-03-312026-05-15

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USB US Bancorp560.0K sharesnew addition2026-03-312026-05-15

WAL Western Alliance Bancorporation375.6K sharesnew addition2026-03-312026-05-15

WFC Wells Fargo & Co.253.3K sharesnew addition2026-03-312026-05-15

PGR Progressive Corporation86.2K sharesnew addition2026-03-312026-05-15

MA MasterCard Incorporated7.0K sharesnew addition2026-03-312026-05-15

STT State Street Corporation25.7K sharesnew addition2026-03-312026-05-15

STTK Shattuck Labs Inc.435.7K sharesnew addition2026-03-312026-05-15

ECL Ecolab Inc.9.7K sharesnew addition2026-03-312026-05-15

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SCHW Charles Schwab Corporation10.8K sharesnew addition2026-03-312026-05-15

AIG American International Group Inc.3.0K sharesnew addition2026-03-312026-05-15

WRB W.R. Berkley Corporation3.4K sharesnew addition2026-03-312026-05-15

BABA Alibaba Group Holding800 sharesnew addition2026-03-312026-05-15

Accenture PLC Accenture PLC300 sharesnew addition2026-03-312026-05-15

JPM

JPMorgan Chase & Co.

New

Shares2.6M

Event2026-03-31

Filed2026-05-15

BRK.A

Berkshire Hathaway Inc. Class A

New

Shares665

Event2026-03-31

Filed2026-05-15

AXP

American Express Company

New

Shares641.1K

Event2026-03-31

Filed2026-05-15

CCCX

New

Shares11.6M

Event2026-06-04

Filed2026-06-11

Goldman Sachs Group Inc.

New

Shares156.6K

Event2026-03-31

Filed2026-05-15

Berkshire Hathaway Inc. Class B

New

Shares198.4K

Event2026-03-31

Filed2026-05-15

EQR

Equity Residential SBI

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

Bank of New York Mellon Corporation

New

Shares251.0K

Event2026-03-31

Filed2026-05-15

USB

US Bancorp

New

Shares560.0K

Event2026-03-31

Filed2026-05-15

WAL

Western Alliance Bancorporation

New

Shares375.6K

Event2026-03-31

Filed2026-05-15

WFC

Wells Fargo & Co.

New

Shares253.3K

Event2026-03-31

Filed2026-05-15

PGR

Progressive Corporation

New

Shares86.2K

Event2026-03-31

Filed2026-05-15

MasterCard Incorporated

New

Shares7.0K

Event2026-03-31

Filed2026-05-15

STT

State Street Corporation

New

Shares25.7K

Event2026-03-31

Filed2026-05-15

STTK

Shattuck Labs Inc.

New

Shares435.7K

Event2026-03-31

Filed2026-05-15

ECL

Ecolab Inc.

New

Shares9.7K

Event2026-03-31

Filed2026-05-15

SCHW

Charles Schwab Corporation

New

Shares10.8K

Event2026-03-31

Filed2026-05-15

AIG

American International Group Inc.

New

Shares3.0K

Event2026-03-31

Filed2026-05-15

WRB

W.R. Berkley Corporation

New

Shares3.4K

Event2026-03-31

Filed2026-05-15

BABA

Alibaba Group Holding

New

Shares800

Event2026-03-31

Filed2026-05-15

Accenture PLC

New

Shares300

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available