EdgeMarket › What S&G Foundation reported owning
What S&G Foundation reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.9BPositions
20Quarter
2026-03-31Shown below
20largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| JPM JPMORGAN CHASE & CO | 770.0M | 40.9% | 2.6M | 351.58 | +20.3% |
| unmapped CUSIP 084670108 | 477.6M | 25.3% | 665 | — | — |
| AXP AMERICAN EXPRESS CO | 193.9M | 10.3% | 641.1K | 336.00 | +8.9% |
| GS GOLDMAN SACHS GROUP INC | 132.5M | 7.0% | 156.6K | 1,039.28 | +44.2% |
| unmapped CUSIP 084670702 | 95.1M | 5.0% | 198.4K | — | — |
| EQR ERP OPERATING LTD PARTNERSHIP | 78.5M | 4.2% | 1.2M | 63.66 | +0.2% |
| BNY Bank of New York Mellon Corp | 29.8M | 1.6% | 251.0K | 158.49 | +56.5% |
| USB US BANCORP \DE\ | 29.1M | 1.5% | 560.0K | 62.05 | +33.7% |
| WAL WESTERN ALLIANCE BANCORPORATION | 26.6M | 1.4% | 375.6K | 79.67 | -3.4% |
| WFC WELLS FARGO & COMPANY/MN | 20.2M | 1.1% | 253.3K | 83.84 | +7.3% |
| PGR PROGRESSIVE CORP/OH/ | 17.1M | 0.9% | 86.2K | 219.28 | -13.2% |
| MA Mastercard Inc | 3.5M | 0.2% | 7.0K | 580.63 | -2.0% |
| STT STATE STREET CORP | 3.2M | 0.2% | 25.7K | 187.13 | +67.2% |
| STTK Shattuck Labs, Inc. | 2.8M | 0.1% | 435.7K | 7.53 | +645.5% |
| ECL ECOLAB INC. | 2.6M | 0.1% | 9.7K | 281.63 | -1.3% |
| SCHW SCHWAB CHARLES CORP | 1.0M | 0.1% | 10.8K | 112.30 | +17.6% |
| AIG AMERICAN INTERNATIONAL GROUP, INC. | 225.8K | 0.0% | 3.0K | 76.12 | -7.8% |
| WRB BERKLEY W R CORP | 223.7K | 0.0% | 3.4K | 68.60 | -5.6% |
| BABA Alibaba Group Holding Ltd | 100.4K | 0.0% | 800 | 119.34 | -0.1% |
| ACN Accenture plc | 59.5K | 0.0% | 300 | 185.28 | -27.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →