S&G Foundation
EndowmentCIK
1874163
Location
WILSON, WY
Portfolio Value
Mid
$1,396,168,415
Diversification
Highly concentrated
Filing Date
Mar 31, 2026
Global Rank
#1,223
/ 8,232
Top Industry
Banks - Diversified
58.7%
Period ended 2 months ago
Filed May 15, 2026 · 30d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+6.9%
SPY
+0.2%
Annualised alpha
—
Max drawdown
−1.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
18 positions · as of Mar 31, 2026Top Position
55.1%
of portfolio value
Top 5
90.4%
of portfolio value
Top 10
99.2%
of portfolio value
HHI
3,413
Highly concentrated
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 94.7% | $1,322,437,526 |
| Real Estate | 5.1% | $70,980,000 |
| Basic Materials | 0.2% | $2,591,034 |
| Consumer Cyclical | 0.0% | $100,368 |
| Technology | 0.0% | $59,487 |
18 positions ·
$1,396,168,415 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 2,617,548 | $769,977,919 | 55.15% | |
| AXP |
American Express Co
Financial Services
|
First | 641,100 | $193,919,928 | 13.89% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
First | 156,600 | $132,482,034 | 9.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 198,400 | $95,073,280 | 6.81% | |
| EQR |
Equity Residential
Real Estate
|
First | 1,200,000 | $70,980,000 | 5.08% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
First | 251,000 | $29,776,130 | 2.13% | |
| USB |
US Bancorp De
Financial Services
|
First | 560,000 | $29,125,600 | 2.09% | |
| WAL |
Western Alliance Bancorporation
Financial Services
|
First | 375,638 | $26,613,952 | 1.91% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
First | 253,314 | $20,166,327 | 1.44% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
First | 86,200 | $17,088,288 | 1.22% | |
| MA |
Mastercard Inc
Financial Services
|
First | 7,000 | $3,497,620 | 0.25% | |
| STT |
State Street Corp
Financial Services
|
First | 25,668 | $3,248,542 | 0.23% | |
| ECL |
Ecolab Inc.
Basic Materials
|
First | 9,740 | $2,591,034 | 0.19% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
First | 10,837 | $1,018,461 | 0.07% | |
| AIG |
American International Group, Inc.
Financial Services
|
First | 3,000 | $225,750 | 0.02% | |
| WRB |
Berkley W R Corp
Financial Services
|
First | 3,375 | $223,695 | 0.02% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
First | 800 | $100,368 | 0.01% | |
| ACN |
Accenture plc
Technology
|
First | 300 | $59,487 | 0.00% |