StockDriftsStockDriftsTop 20 S&g Foundation Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 40.87% | 2.62M | $770.0M | new | $308.19(+8.53%) | 2026-03-31 | |
| BRK.A | Berkshire Hathaway Inc. Class A | 25.35% | 665 | $477.6M | new | $736470.00(+3.41%) | 2026-03-31 | |
| AXP | American Express Company | 10.29% | 641.1K | $193.9M | new | $336.22(+4.68%) | 2026-03-31 | |
| GS | Goldman Sachs Group Inc. | 7.03% | 156.6K | $132.5M | new | $862.49(+18.38%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Inc. Class B | 5.05% | 198.4K | $95.1M | new | $490.93(+3.43%) | 2026-03-31 | |
| EQR | Equity Residential SBI | 4.16% | 1.20M | $78.5M | new | $61.10(+14.30%) | 2026-03-31 | |
| BK | Bank of New York Mellon Corporation | 1.58% | 251.0K | $29.8M | new | $117.36(+22.53%) | 2026-03-31 | |
| USB | US Bancorp | 1.55% | 560.0K | $29.1M | new | $52.68(+17.17%) | 2026-03-31 | |
| WAL | Western Alliance Bancorporation | 1.41% | 375.6K | $26.6M | new | $77.46(+5.27%) | 2026-03-31 | |
| WFC | Wells Fargo & Co. | 1.07% | 253.3K | $20.2M | new | $86.40(-1.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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