Position in FDS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,635,664
+$1,731,367 QoQ
Shares Held
33,187
+22.0% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#124
of 762 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $64,039,344 across 9 Financial Data & Stock Exchanges names. FDS ranks #5 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
34,662 | $15,699,113 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
191,286 | $15,077,161 | |
| 3 | CME |
Cme Group Inc.
|
40,765 | $9,002,134 | |
| 4 | SPGI |
S&P Global Inc.
|
21,795 | $7,944,844 | |
| 5 | FDS |
Factset Research Systems Inc
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|
33,187 | $7,635,664 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
47,228 | $5,814,238 | |
| 7 | MORN |
Morningstar, Inc.
|
18,361 | $2,864,682 | |
| 8 | COIN |
Coinbase Global, Inc.
|
7 | $1,023 |
All Filings in FDS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,635,664 | 33,187 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,904,297 | 27,210 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,119,520 | 24,534 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,776,060 | 23,652 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $10,371,528 | 23,188 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,958,303 | 10,906 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $13,447 | 28 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $12,875 | 28 | Shares | Sole | 2024-10-24 | |
| 2023-09-30 | $12,243 | 28 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $11,218 | 28 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,622 | 28 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $11,233 | 28 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $11,203 | 28 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,922 | 18 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||