S&G Foundation
EndowmentTop Portfolio Positions
19 positions ·
$1,398,970,281 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,617,548 | $769,977,919 | 55.04% | |
| AXP |
American Express Co
Financial Services
|
641,100 | $193,919,928 | 13.86% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
156,600 | $132,482,034 | 9.47% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
198,400 | $95,073,280 | 6.80% | |
| EQR |
Equity Residential
Real Estate
|
1,200,000 | $70,980,000 | 5.07% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
251,000 | $29,776,130 | 2.13% | |
| USB |
US Bancorp De
Financial Services
|
560,000 | $29,125,600 | 2.08% | |
| WAL |
Western Alliance Bancorporation
Financial Services
|
375,638 | $26,613,952 | 1.90% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
253,314 | $20,166,327 | 1.44% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
86,200 | $17,088,288 | 1.22% |
Holdings in INFQ
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-04 | $196,177,232 | 11,573,878 | Shares | Sole | 2026-06-11 | |
| No 13F history on record for this holder in this stock. | ||||||