StockDriftsStockDriftsTop 21 S&g Foundation Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 39.94% | 2.62M | $856.8M | +0.00%(+0) | $308.19(+17.29%) | 2026-06-30 | |
| BRK.A | Berkshire Hathaway Inc. Class A | 23.21% | 665 | $498.0M | +0.00%(+0) | $736470.00(+6.69%) | 2026-06-30 | |
| AXP | American Express Company | 10.11% | 641.1K | $216.9M | +0.00%(+0) | $336.22(+1.32%) | 2026-06-30 | |
| INFQ | Infleqtion Inc. | 7.19% | 11.57M | $154.2M | new | $11.12(+5.13%) | 2026-06-30 | |
| BRK.B | Berkshire Hathaway Inc. Class B | 4.63% | 198.4K | $99.3M | +0.00%(+0) | $490.93(+6.60%) | 2026-06-30 | |
| GS | Goldman Sachs Group Inc. | 3.85% | 81.6K | $82.5M | -47.89%(-75.00K) | $862.49(+20.28%) | 2026-06-30 | |
| EQR | Equity Residential SBI | 3.8% | 1.20M | $81.5M | +0.00%(+0) | $61.10(+7.29%) | 2026-06-30 | |
| BK | Bank of New York Mellon Corporation | 1.69% | 251.0K | $36.3M | +0.00%(+0) | $117.36(+22.53%) | 2026-06-30 | |
| USB | US Bancorp | 1.58% | 560.0K | $33.8M | +0.00%(+0) | $52.68(+22.14%) | 2026-06-30 | |
| WAL | Western Alliance Bancorporation | 1.44% | 375.6K | $30.9M | +0.00%(+0) | $77.46(+4.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.15% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.30% |
S&g Foundation reports $2.15B in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are JPM (39.9%), BRK.A (23.2%) and AXP (10.1%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +10.15% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from S&g Foundation’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1874163). View S&g Foundation’s 13F filings on SEC