S&G Foundation
Long book
$1.88B
Q1 2026
Positions
20
Top-10 weight
98%
concentration
Last quarter
+12.9%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsS&G Foundation is a concentrated fundamental stock-picker, specialised in financials (95% of the long book), running a $1.88B US long book across 20 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Current anchor positions: JPMORGAN CHASE & CO, BERKSHIRE HATHAWAY INC-CL A, AMERICAN EXPRESS CO, GOLDMAN SACHS GROUP INC, BERKSHIRE HATHAWAY INC-CL B.
We rate its filings highest-signal: new buys here are worth attention.
Sector allocation
Financials 100%
Services media 0%
Healthcare 0%
Other 0%
Long book by quarter
What does S&G Foundation own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| JPM JPMORGAN CHASE & CO | Financials | 2.6M | $770.0M | 40.9% | Held |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 665 | $477.6M | 25.3% | Held |
| AXP AMERICAN EXPRESS CO | Financials | 641.1K | $193.9M | 10.3% | Held |
| GS GOLDMAN SACHS GROUP INC | Financials | 156.6K | $132.5M | 7.0% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 198.4K | $95.1M | 5.0% | Held |
| BNY BANK OF NEW YORK MELLON CORP | Financials | 251.0K | $29.8M | 1.6% | Held |
| USB US BANCORP | Financials | 560.0K | $29.1M | 1.5% | Held |
| WAL WESTERN ALLIANCE BANCORP | Financials | 375.6K | $26.6M | 1.4% | Held |
| WFC WELLS FARGO & CO | Financials | 253.3K | $20.2M | 1.1% | Held |
| PGR PROGRESSIVE CORP | Financials | 86.2K | $17.1M | 0.9% | Held |
| MA MASTERCARD INC - A | Services media | 7.0K | $3.5M | 0.2% | Held |
| STT STATE STREET CORP | Financials | 25.7K | $3.2M | 0.2% | Held |
| STTK SHATTUCK LABS INC | Healthcare | 435.7K | $2.8M | 0.1% | Held |
| ECL ECOLAB INC | Other | 9.7K | $2.6M | 0.1% | Held |
| SCHW SCHWAB (CHARLES) CORP | Financials | 10.8K | $1.0M | 0.1% | Held |
| AIG AMERICAN INTERNATIONAL GROUP | Financials | 3.0K | $226K | 0.0% | Held |
| WRB WR BERKLEY CORP | Financials | 3.4K | $224K | 0.0% | Held |
| ACN ACCENTURE PLC-CL A | Services media | 300 | $59K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 20 | $1.88B | canonical | SEC ↗ |