S&G Foundation
投资组合价值同比（季度）：+13.9% 13F不披露现金
前十大持仓权重97.43%
前二十五大持仓权重100.00%
持仓高于 1%10
有效持仓数量4.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 3.77% 估计买入 $154181863 · 卖出 $75852750
新仓位1
增加1
减少1
已结清0
投资组合价值
$2.1B
持仓
21
截至
2026年6月30日 数据截至 Q2 2026
行业细分
完整投资组合 21 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| JPM | $856801987 | 39.94% | 2617548 | $86824067 | |||
| BRK-A | $497985250 | 23.21% | 665 | $20422150 | |||
| AXP | $216852075 | 10.11% | 641100 | $22932147 | |||
| INFQ | $154164055 | 7.19% | 11573878 | 上涨 ×1 | |||
| BRK-B | $99277376 | 4.63% | 198400 | $4204096 | |||
| GS | $82527792 | 3.85% | 81600 | $-49954242 | 下跌 ×1 | ||
| EQR | $81516000 | 3.80% | 1200000 | $3060000 | |||
| BK | $36297110 | 1.69% | 251000 | $6520980 | |||
| USB | $33824000 | 1.58% | 560000 | $4698400 | |||
| WAL | $30877444 | 1.44% | 375638 | $4263492 | |||
| WFC | $20933869 | 0.98% | 253314 | $767541 | |||
| PGR | $18830390 | 0.88% | 86200 | $1742102 | |||
| STT | $4371101 | 0.20% | 25773 | $1122524 | 上涨 ×1 | ||
| MA | $3595200 | 0.17% | 7000 | $97580 | |||
| STTK | $3024098 | 0.14% | 435749 | $222232 | |||
| ECL | $2713661 | 0.13% | 9740 | $122626 | |||
| SCHW | $999930 | 0.05% | 10837 | $-18531 | |||
| WRB | $238039 | 0.01% | 3375 | $14344 | |||
| AIG | $223590 | 0.01% | 3000 | $-2160 | |||
| BABA | $76784 | 0.00% | 800 | $-23584 | |||
| ACN | $37332 | 0.00% | 300 | $-22155 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| INFQ | $154164055 | 11573878 | 7.19% |