Lansing Davis

S&g Foundation

Assets Managed

$1.884B

Holdings

Last Quarter

2026 - Q1

Filed Date

30d ago

Growth Rate

0%(2Q avg: 0%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in S&g Foundation's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 20 positions.

Assets under management

The assets under management (AUM) of S&g Foundation over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.884B in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Lansing Davis, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
JPM Jpmorgan Chase & Co Recent Activity New Position	40.87%	$769.978M 2.618M shares@ $294.17 avg price	New Position
BRK.A Berkshire Hathaway Inc-cl A Recent Activity New Position	25.35%	$477.563M 665 shares@ $718140.0 avg price	New Position
AXP American Express Co Recent Activity New Position	10.3%	$193.92M 641,100 shares@ $302.48 avg price	New Position
GS Goldman Sachs Group Inc Recent Activity New Position	7.04%	$132.482M 156,600 shares@ $845.99 avg price	New Position
BRK.B Berkshire Hathaway Inc-cl B Recent Activity New Position	5.05%	$95.073M 198,400 shares@ $479.2 avg price	New Position
EQR Equity Residential Recent Activity New Position	4.17%	$78.456M 1.2M shares@ $65.38 avg price	New Position
BK Bank Of New York Mellon Corp Recent Activity New Position	1.59%	$29.776M 251,000 shares@ $118.63 avg price	New Position
USB Us Bancorp Recent Activity New Position	1.55%	$29.126M 560,000 shares@ $52.01 avg price	New Position
WAL Western Alliance Bancorp Recent Activity New Position	1.42%	$26.614M 375,638 shares@ $70.85 avg price	New Position
WFC Wells Fargo & Co Recent Activity New Position	1.08%	$20.166M 253,314 shares@ $79.62 avg price	New Position

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