S&G Foundation: 13F holdings

CIK 18741632026Q2

Positions21
Reported value$2.1bn
Filed2026-08-12

Top 10 holdings

SecuritySharesValueWeight
JPM JPMorgan Chase & Co.2,617,548$856.8m39.9%
BRK.A Berkshire Hathaway Inc. Class A665$498.0m23.2%
AXP American Express Company641,100$216.9m10.1%
Infleqtion Inc.11,573,878$154.2m7.2%
BRK-B Berkshire Hathaway Inc. Class B198,400$99.3m4.6%
GS Goldman Sachs Group Inc.81,600$82.5m3.8%
EQR Equity Residential SBI1,200,000$81.5m3.8%
BNY Bank of New York Mellon Corporation251,000$36.3m1.7%
USB US Bancorp560,000$33.8m1.6%
WAL Western Alliance Bancorporation375,638$30.9m1.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1874163")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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