Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| JPMJPMorgan Chase & Co. | $856.8M | 39.9% | |
| BRK/ABerkshire Hathaway Inc. Class A | $498.0M | 23.2% | |
| AXPAmerican Express Company | $216.9M | 10.1% | |
| INFQInfleqtion Inc. | $154.2M | 7.2% | New |
| BRK/BBerkshire Hathaway Inc. Class B | $99.3M | 4.6% | |
| GSGoldman Sachs Group Inc. | $82.5M | 3.8% | −47.9% |
| VMRKEquity Residential SBI | $81.5M | 3.8% | |
| BNYBank of New York Mellon Corporation | $36.3M | 1.7% | |
| USBUS Bancorp | $33.8M | 1.6% | |
| WALWestern Alliance Bancorporation | $30.9M | 1.4% | |
| WFCWells Fargo & Co. | $20.9M | 1.0% | |
| PGRProgressive Corporation | $18.8M | 0.9% | |
| STTState Street Corporation | $4.4M | 0.2% | |
| MAMasterCard Incorporated | $3.6M | 0.2% | |
| STTKShattuck Labs Inc. | $3.0M | 0.1% | |
| ECLEcolab Inc. | $2.7M | 0.1% | |
| SCHWCharles Schwab Corporation | $1,000K | 0.0% | |
| WRBW.R. Berkley Corporation | $238K | 0.0% | |
| AIGAmerican International Group Inc. | $224K | 0.0% | |
| BABAAlibaba Group Holding | $77K | 0.0% | |
| Accenture PLCCUSIP G1151C101 | $37K | 0.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| STTState Street Corporation | March 31, 2026 | +34.0% | $4.4M |
| BNYBank of New York Mellon Corporation | March 31, 2026 | +21.9% | $36.3M |
| GSGoldman Sachs Group Inc. | March 31, 2026 | +19.5% | $82.5M |
| USBUS Bancorp | March 31, 2026 | +16.1% | $33.8M |
| WALWestern Alliance Bancorporation | March 31, 2026 | +16.0% | $30.9M |
| VMRKEquity Residential SBI | March 31, 2026 | +14.8% | $81.5M |
| AXPAmerican Express Company | March 31, 2026 | +11.8% | $216.9M |
| JPMJPMorgan Chase & Co. | March 31, 2026 | +11.3% | $856.8M |
| PGRProgressive Corporation | March 31, 2026 | +10.2% | $18.8M |
| STTKShattuck Labs Inc. | March 31, 2026 | +7.9% | $3.0M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: S&G Foundation Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1874163&type=13F-HR&dateb=&owner=include&count=40CIK 1874163
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1874163/000110465926095021/Filed August 12, 2026 · accession 0001104659-26-095021