S&G Foundation
EndowmentCIK
1874163
Location
WILSON, WY
Portfolio Value
Micro
$2,591,034
Diversification
Highly concentrated
Filing Date
Mar 31, 2026
Global Rank
#1,461
/ 8,586
Top Industry
Banks - Diversified
58.6%
Period ended 3 months ago
Filed May 15, 2026 · 32d
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
+7.2%
SPY
+2.1%
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
19 positions · as of Mar 31, 2026Top 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 |
|---|---|---|
| Financial Services | 94.5% | $1,322,437,526 |
| Real Estate | 5.1% | $70,980,000 |
| Healthcare | 0.2% | $2,801,866 |
| Basic Materials | 0.2% | $2,591,034 |
| Consumer Cyclical | 0.0% | $100,368 |
| Technology | 0.0% | $59,487 |
1 positions ·
$2,591,034 total
· Basic Materials only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ECL |
Ecolab Inc.
Basic Materials
|
First | 9,740 | $2,591,034 | 100.00% |