Institutional Fund
S&G Foundation
Wilson, WYCIK 18741631 filings on record
Portfolio Value
$1.88B
Q1 2026
Holdings
20
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Jpmorgan Chase & Co.40.9%
- Berkshire Hathaway Inc Del25.3%
- American Express Co10.3%
- Goldman Sachs Group Inc7.0%
- Berkshire Hathaway Inc Del5.0%
- Equity Residential4.2%
- Other7.2%
Portfolio Holdings
20 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co. | 2.62M | $769.98M | 40.9% | +2.62M | First Filing |
| 2 | Berkshire Hathaway Inc Del | 665 | $477.56M | 25.3% | +665 | First Filing |
| 3 | American Express Co | 641.1K | $193.92M | 10.3% | +641.1K | First Filing |
| 4 | Goldman Sachs Group Inc | 156.6K | $132.48M | 7.0% | +156.6K | First Filing |
| 5 | Berkshire Hathaway Inc Del | 198.4K | $95.07M | 5.0% | +198.4K | First Filing |
| 6 | Equity Residential | 1.20M | $78.46M | 4.2% | +1.20M | First Filing |
| 7 | Bank New York Mellon Corp | 251.0K | $29.78M | 1.6% | +251.0K | First Filing |
| 8 | Us Bancorp Del | 560.0K | $29.13M | 1.5% | +560.0K | First Filing |
| 9 | Western Alliance Bancorp | 375.6K | $26.61M | 1.4% | +375.6K | First Filing |
| 10 | Wells Fargo Co New | 253.3K | $20.17M | 1.1% | +253.3K | First Filing |
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