S&G Foundation
EndowmentFiling 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 |
1 positions ·
$59,487 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ACN |
Accenture plc
Technology
|
First | 300 | $59,487 | 100.00% |