S&G Foundation

Endowment

CIK

1874163

Location

WILSON, WY

Portfolio Value

Mid $1,398,970,281

Diversification

Highly concentrated

Filing Date

Mar 31, 2026

Global Rank

#1,462 / 8,623 · as of Mar 2026

Top Industry

Banks - Diversified 58.6%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

Clone Performance

May 2026–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+11.6%

SPY

-1.5%

Annualised alpha

—

Max drawdown

−2.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.

Portfolio Concentration

19 tracked positions · as of Mar 31, 2026

Top Position

55.0%

of portfolio value

Top 5

90.2%

of portfolio value

Top 10

99.0%

of portfolio value

HHI

3,399

Highly concentrated

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	94.5%	$1,322,437,526	14
Real Estate	5.1%	$70,980,000	1
Healthcare	0.2%	$2,801,866	1
Basic Materials	0.2%	$2,591,034	1
Consumer Cyclical	0.0%	$100,368	1
Technology	0.0%	$59,487	1

Portfolio Positions

Compact Export CSV View 13F filing

19 tracked positions · $1,398,970,281 total · filing declares 20 positions · $1,884,009,419 · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Financial Services Healthcare Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPM	Jpmorgan Chase & Co Financial Services	First	2,617,548	—	$769,977,919	—	55.04%
AXP	American Express Co Financial Services	First	641,100	—	$193,919,928	—	13.86%
GS	Goldman Sachs Group Inc Financial Services	First	156,600	—	$132,482,034	—	9.47%
BRK-B	Berkshire Hathaway Inc Financial Services	First	198,400	—	$95,073,280	—	6.80%
EQR	Equity Residential Real Estate	First	1,200,000	—	$70,980,000	—	5.07%
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	—	2.08%
WAL	Western Alliance Bancorporation Financial Services	First	375,638	—	$26,613,952	—	1.90%
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%
STTK	Shattuck Labs, Inc. Healthcare	First	435,749	—	$2,801,866	—	0.20%
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%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.