S&G Foundation 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SF S&G Foundation | Institutional Filer | — | $1.88B | 20 |
Current Portfolio Holdings
Showing all 20 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMorgan Chase & Co. | Financial Services | 2.6M | $770.0M | 40.87% |
| 2 | BRKA | Berkshire Hathaway Inc. Class A | — | 665 | $477.6M | 25.35% |
| 3 | AXP | American Express Company | Financial Services | 641K | $193.9M | 10.29% |
| 4 | GS | The Goldman Sachs Group, Inc. | Financial Services | 157K | $132.5M | 7.03% |
| 5 | BRKB | Berkshire Hathaway Inc. Class B | — | 198K | $95.1M | 5.05% |
| 6 | EQR | Equity Residential | Real Estate | 1.2M | $78.5M | 4.16% |
| 7 | BK | The Bank of New York Mellon Corporation | Financial Services | 251K | $29.8M | 1.58% |
| 8 | USB | U.S. Bancorp | Financial Services | 560K | $29.1M | 1.55% |
| 9 | WAL | Western Alliance Bancorporation | Financial Services | 376K | $26.6M | 1.41% |
| 10 | WFC | Wells Fargo & Company | Financial Services | 253K | $20.2M | 1.07% |
| 11 | PGR | The Progressive Corporation | Financial Services | 86K | $17.1M | 0.91% |
| 12 | MA | Mastercard Incorporated | Financial Services | 7K | $3.5M | 0.19% |
| 13 | STT | State Street Corporation | Financial Services | 26K | $3.2M | 0.17% |
| 14 | STTK | Shattuck Labs, Inc. | Healthcare | 436K | $2.8M | 0.15% |
| 15 | ECL | Ecolab Inc. | Basic Materials | 10K | $2.6M | 0.14% |
Showing 1 to 15 of 20 holdings