S&G Foundation
Sector Allocation
- Financials88.7%$1.9B
- Technology7.2%$154.2M
- Real Estate3.8%$81.5M
- Healthcare0.1%$3.0M
- Materials0.1%$2.7M
- Consumer Discretionary0.0%$76,784
AUM History
13fpro.ai/research/fund/s-and-amp-g-foundation-1874163
Largest positions — Q2 2026
JPM
$856.8MBRK.A
$498.0MAXP
$216.9MINFQ
$154.2MBRK.B
$99.3MGS
$82.5MVMRK
$81.5MBNY
$36.3MUSB
$33.8MWAL
$30.9MWFC
$20.9MPGR
$18.8MSTT
$4.4MMA
$3.6MSTTK
$3.0MECL
$2.7MSCHW
$1000KWRB
$238KAIG
$224KBABA
$77K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/s-and-amp-g-foundation-1874163
S&G Foundation 13F holdings — Q2 2026
$2.1B portfolio (+13.9% QoQ) · 21 holdings · Q2 2026 13F · top 10 are 97% of the stock portfolio
$856.8M
39.9% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality71.8#170Est. buy—$498.0M
23.2% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality73.5#124Est. buy—$216.9M
10.1% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality69.9#232Est. buy—$154.2M
7.2% of stocks
NewThis quarter—Since Q-endNew this quarterHeldAIQuality39.9#2,123Est. buy—$99.3M
4.6% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality73.5#124Est. buy—$82.5M
3.9% of stocks
-48%This quarter—Since Q-end—Held$81.5M
3.8% of stocks
No changeThis quarter—Since Q-end—Held$36.3M
1.7% of stocks
No changeThis quarter—Since Q-end—Held$33.8M
1.6% of stocks
No changeThis quarter—Since Q-end—Held$30.9M
1.4% of stocks
No changeThis quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $856.8M | 39.9% | No change | — | — | 71.8#170 | — | ||
| 2 | $498.0M | 23.2% | No change | — | — | 73.5#124 | — | ||
| 3 | $216.9M | 10.1% | No change | — | — | 69.9#232 | — | ||
| 4 | $154.2M | 7.2% | New | — | New this quarter | 39.9#2,123 | — | ||
| 5 | $99.3M | 4.6% | No change | — | — | 73.5#124 | — | ||
| 6 | $82.5M | 3.9% | -48% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $81.5M | 3.8% | No change | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $36.3M | 1.7% | No change | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | $33.8M | 1.6% | No change | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | $30.9M | 1.4% | No change | — | — | AI quality score is Pro: unlock with a free trial | — |
All holdings — S&G Foundation (Q2 2026)
21 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | WELLS FARGO & COMPANY/MN | Financials | $20.9M | 1.0% | 253K | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | PROGRESSIVE CORP/OH/ | Financials | $18.8M | 0.9% | 86K | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | STATE STREET CORP | Financials | $4.4M | 0.2% | 26K | +0.4% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Mastercard Inc | Financials | $3.6M | 0.2% | 7,000 | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Shattuck Labs, Inc. | Healthcare | $3.0M | 0.1% | 436K | — | — | — | 13F | |
| 16 | ECOLAB INC. | Materials | $2.7M | 0.1% | 9,740 | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | SCHWAB CHARLES CORP | Financials | $1000K | 0.1% | 11K | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BERKLEY W R CORP | Financials | $238K | 0.0% | 3,375 | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $224K | 0.0% | 3,000 | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Alibaba Group Holding Ltd | Consumer Discretionary | $77K | 0.0% | 800 | — | — | — | 13F | |
| 21 | Accenture plc | Technology | $37K | 0.0% | 300 | — | — | — | 13F |
What changed in Q2 2026
Against the previous quarter's 13F: 1 new, 1 added to, 1 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
Holdings by quarter
Every 13F S&G Foundation has filed, 1 earlier quarter. Pick one to see what it held then.
Portfolio Overview
S&G Foundation disclosed 21 positions worth $2.1B in its Form 13F-HR for Q2 2026, led by $JPM (JPMORGAN CHASE & CO) at 39.9% of the equity portfolio, followed by $BRK.A and $AXP. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $INFQ. The portfolio is most concentrated in Financials (88.7% of disclosed assets). All figures are sourced directly from S&G Foundation’s Form 13F-HR filing with the SEC under CIK 1874163.
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