S&G Foundation - Portfolio overview
S&G Foundation has 20 reported holdings in this dataset, with the latest filing dated 2026-05-15.
Its largest classified asset exposures are stocks.
Its largest classified sector exposures are Financial Services and Real Estate.
Largest reported holdings by portfolio allocation
- JPM - JPMorgan Chase & Co., 40.87%
- BRKA - Berkshire Hathaway Inc. Class A, 25.35%
- AXP - American Express Company, 10.29%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
Explore securities or join Upside Invest to compare portfolios.