Managers / Q1 2026
S&G FoundationNEW FILER
CIK 0001874163 · PO BOX 1911, WILSON, WY, 83014 · 3076909743
Reported Value
$1.9B
Q1 2026
Positions
20
Filings on Record
1
2019–present window
Filed
May 15, 2026
original filing
Summary
S&G Foundation reported $1.9B in U.S.-listed holdings across 20 positions for Q1 2026.
The portfolio is heavily concentrated: JPM alone accounts for 40.9% of reported value.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 95.8% · $1.8B
- REIT · 4.2% · $78M
- ADR · 0.0% · $100,368
- Other · 0.0% · $59,487
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.