S&G Foundation

WILSON, WY · CIK 1874163 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityS & G Foundation (US)

$2.1bn reported value +13.9% vs Q1 2026

21positions

97.4%in top 10

1 new 1 added 1 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	JPMORGAN CHASE & CO COM JPM	JPM	2,617,548	$856.8m39.94%	39.94%	Unchanged
2	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	665	$498.0m23.21%	23.21%	Unchanged
3	AMERICAN EXPRESS CO COM AXP	AXP	641,100	$216.9m10.11%	10.11%	Unchanged
4	INFLEQTION INC COM SHS INFQ	INFQ	11,573,878	$154.2m7.19%	7.19%	New
5	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	198,400	$99.3m4.63%	4.63%	Unchanged
6	GOLDMAN SACHS GROUP INC COM GS	GS	81,600	$82.5m3.85%	3.85%	Reduced -75.0k	-75,000 -47.9%
7	EQUITY RESIDENTIAL SH BEN INT VMRK	VMRK	1,200,000	$81.5m3.80%	3.80%	Unchanged
8	BANK NEW YORK MELLON CORP COM BNY	BNY	251,000	$36.3m1.69%	1.69%	Unchanged
9	US BANCORP DEL COM NEW USB	USB	560,000	$33.8m1.58%	1.58%	Unchanged
10	WESTERN ALLIANCE BANCORP COM WAL	WAL	375,638	$30.9m1.44%	1.44%	Unchanged
11	WELLS FARGO CO NEW COM WFC	WFC	253,314	$20.9m0.98%	0.98%	Unchanged
12	PROGRESSIVE CORP COM PGR	PGR	86,200	$18.8m0.88%	0.88%	Unchanged
13	STATE STR CORP COM STT	STT	25,773	$4.4m0.20%	0.20%	Added +105	+105 0.4%
14	MASTERCARD INCORPORATED CL A MA	MA	7,000	$3.6m0.17%	0.17%	Unchanged
15	SHATTUCK LABS INC COM STTK	STTK	435,749	$3.0m0.14%	0.14%	Unchanged
16	ECOLAB INC COM ECL	ECL	9,740	$2.7m0.13%	0.13%	Unchanged
17	SCHWAB CHARLES CORP COM SCHW	SCHW	10,837	$999.9k0.05%	0.05%	Unchanged
18	BERKLEY W R CORP COM WRB	WRB	3,375	$238.0k0.01%	0.01%	Unchanged
19	AMERICAN INTL GROUP INC COM NEW AIG	AIG	3,000	$223.6k0.01%	0.01%	Unchanged
20	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	800	$76.8k0.00%	0.00%	Unchanged
21	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	300	$37.3k0.00%	0.00%	Unchanged

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
INFLEQTION INC INFQ · 13G · filed 2026-06-11	INFQ	5.3%≈ $154.2m	new	13G	2026-06-11