Position in CBOE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$209,666
+$209,666 QoQ
Shares Held
864
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#754
of 977 holders
Holding Since
Jun 2020
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $4,372,077 across 8 Financial Data & Stock Exchanges names. CBOE ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
3,691 | $1,345,460 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
6,391 | $786,796 | |
| 3 | CME |
Cme Group Inc.
|
2,875 | $634,886 | |
| 4 | MCO |
Moodys Corp /De/
|
951 | $430,726 | |
| 5 | COIN |
Coinbase Global, Inc.
|
2,769 | $404,800 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
3,826 | $301,565 | |
| 7 | MSCI |
MSCI Inc.
|
461 | $258,178 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
This page
|
864 | $209,666 |
All Filings in CBOE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,666 | 864 | Shares | Sole | 2026-07-08 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,332 | 25 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||