Bruce G. Allen Investments, LLC

Position in ICE — Intercontinental Exchange, Inc.

CIK 2005409 DENVER, CO

Position in ICE

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$117,939

-$33,364 QoQ

Shares Held

958

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,353

of 1,650 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $447,750 across 10 Financial Data & Stock Exchanges names. ICE ranks #1 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc. This page	958	$117,939
2	SPGI	S&P Global Inc.	228	$87,968
3	CME	Cme Group Inc.	338	$74,640
4	FDS	Factset Research Systems Inc	299	$68,793
5	MCO	Moodys Corp /De/	98	$44,386
6	NDAQ	Nasdaq, Inc.	285	$22,463
7	CBOE	Cboe Global Markets, Inc.	71	$17,229
8	MSCI	MSCI Inc.	14	$7,840

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$117,939	958	-0.4%	Shares	Sole	2026-07-31
2026-03-31	$151,303	962	-3.3%	Shares	Sole	2026-05-08
2025-12-31	$161,150	995	-2.8%	Shares	Sole	2026-02-10
2025-09-30	$172,523	1,024	-1.3%	Shares	Sole	2025-10-30
2025-06-30	$190,258	1,037	-14.6%	Shares	Sole	2025-07-09
2025-03-31	$209,415	1,214	-2.1%	Shares	Sole	2025-04-14
2024-12-31	$184,772	1,240	-0.6%	Shares	Sole	2025-01-10
2024-09-30	$200,478	1,248	+0.6%	Shares	Sole	2024-10-08
2024-06-30	$169,880	1,241	+0.3%	Shares	Sole	2024-07-12
2024-03-31	$170,000	1,237	-3.2%	Shares	Sole	2024-04-10
2023-12-31	$164,133	1,278	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.