S&G Foundation holds a concentrated book of 20 stocks worth $1.9B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Their largest long position is JPMorgan Chase & Co at 41% of the equity book.
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.
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.
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 | $770.0M | 2.62M | 40.9% | ▲New New position | |
| 2 | Berkshire Hathaway Inc. Class A CL A | $477.6M | 665 | 25.3% | ▲New New position | |
| 3 | American Express Company COM | $193.9M | 641.1K | 10.3% | ▲New New position | |
| 4 | Goldman Sachs Group Inc. COM | $132.5M | 156.6K | 7.0% | ▲New New position | |
| 5 | Berkshire Hathaway Inc. Class B CL B | $95.1M | 198.4K | 5.0% | ▲New New position | |
| 6 | Equity Residential SBI COM | $78.5M | 1.20M | 4.2% | ▲New New position | |
| 7 | Bank of New York Mellon Corporation COM | $29.8M | 251.0K | 1.6% | ▲New New position | |
| 8 | US Bancorp COM | $29.1M | 560.0K | 1.5% | ▲New New position | |
| 9 | Western Alliance Bancorporation COM | $26.6M | 375.6K | 1.4% | ▲New New position | |
| 10 | Wells Fargo & Co. COM | $20.2M | 253.3K | 1.1% | ▲New New position | |
| 11 | Progressive Corporation COM | $17.1M | 86.2K | 0.9% | ▲New New position | |
| 12 | MasterCard Incorporated COM | $3.5M | 7.0K | 0.2% | ▲New New position | |
| 13 | State Street Corporation COM | $3.2M | 25.7K | 0.2% | ▲New New position | |
| 14 | Shattuck Labs Inc. COM | $2.8M | 435.7K | 0.1% | ▲New New position | |
| 15 | Ecolab Inc. COM | $2.6M | 9.7K | 0.1% | ▲New New position | |
| 16 | Charles Schwab Corporation COM | $1.0M | 10.8K | 0.1% | ▲New New position | |
| 17 | American International Group Inc. COM | $226K | 3.0K | 0.0% | ▲New New position | |
| 18 | W.R. Berkley Corporation COM | $224K | 3.4K | 0.0% | ▲New New position | |
| 19 | Alibaba Group Holding COM | $100K | 800 | 0.0% | ▲New New position | |
| 20 | Accenture PLC CL A | $59K | 300 | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 20 | $1.9B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.