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Home > Institutional Investor > S&g Foundation > 13F Holdings

Instuitional Investor - S&g Foundation

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 2,617,548 $856,801,987 39.94%
2.
Berkshire Hathaway Inc
 BRK-B 665 $497,985,250 23.21%
3.
American Express Co
 AXP 641,100 $216,852,075 10.11%
4.
Infleqtion Inc.
 11,573,878 $154,164,055 7.19%
5.
Berkshire Hathaway Inc
 BRK-B 198,400 $99,277,376 4.63%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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