S&G Foundation holds a concentrated book of 21 stocks worth $2.1B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Infleqtion Inc and trimmed Goldman Sachs Group Inc. Their largest long position is JPMorgan Chase & Co at 40% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as S&G Foundation
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 18 / 21 | $265.4B |
| Pangea Capital Gestao de Recursos Ltda. | 2 / 21 | $108.1M |
| Courant Investment Management LLC | 3 / 21 | $65.5M |
| Daniel Investment Group, Inc. | 4 / 21 | $105.2M |
| Hikari Tsushin, Inc. | 4 / 21 | $868.5M |
| Daily Journal Corp | 3 / 21 | $142.7M |
| Paralel Advisors LLC | 4 / 21 | $1.3B |
| Baldwin Investment Management, LLC | 8 / 21 | $461.4M |
Ranked by the share of each fund's own book sitting in the names it shares with S&G Foundation: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase & Co. COM | $856.8M | 2.62M | 39.9% | —Held | |
| 2 | Berkshire Hathaway Inc. Class A CL A | $498.0M | 665 | 23.2% | —Held | |
| 3 | American Express Company COM | $216.9M | 641.1K | 10.1% | —Held | |
| 4 | Infleqtion Inc. COM | $154.2M | 11.57M | 7.2% | ▲New New position | |
| 5 | Berkshire Hathaway Inc. Class B CL B | $99.3M | 198.4K | 4.6% | —Held | |
| 6 | Goldman Sachs Group Inc. COM | $82.5M | 81.6K | 3.8% | ▼−48% Reduced · −75K sh | |
| 7 | Equity Residential SBI COM | $81.5M | 1.20M | 3.8% | —Held | |
| 8 | Bank of New York Mellon Corporation COM | $36.3M | 251.0K | 1.7% | —Held | |
| 9 | US Bancorp COM | $33.8M | 560.0K | 1.6% | —Held | |
| 10 | Western Alliance Bancorporation COM | $30.9M | 375.6K | 1.4% | —Held | |
| 11 | Wells Fargo & Co. COM | $20.9M | 253.3K | 1.0% | —Held | |
| 12 | Progressive Corporation COM | $18.8M | 86.2K | 0.9% | —Held | |
| 13 | State Street Corporation COM | $4.4M | 25.8K | 0.2% | ▲+0.4% Added · +105 sh | |
| 14 | MasterCard Incorporated COM | $3.6M | 7.0K | 0.2% | —Held | |
| 15 | Shattuck Labs Inc. COM | $3.0M | 435.7K | 0.1% | —Held | |
| 16 | Ecolab Inc. COM | $2.7M | 9.7K | 0.1% | —Held | |
| 17 | Charles Schwab Corporation COM | $1000K | 10.8K | 0.0% | —Held | |
| 18 | W.R. Berkley Corporation COM | $238K | 3.4K | 0.0% | —Held | |
| 19 | American International Group Inc. COM | $224K | 3.0K | 0.0% | —Held | |
| 20 | Alibaba Group Holding COM | $77K | 800 | 0.0% | —Held | |
| 21 | Accenture PLC CL A | $37K | 300 | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1874163/holdings"
Use Arkolith to show S&G Foundation's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.