Position in MCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$101,001
-$9,542 QoQ
Shares Held
223
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,186
of 1,401 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026New Age Alpha Advisors, LLC holds $2,729,995 across 9 Financial Data & Stock Exchanges names. MCO ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
5,363 | $784,016 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
3,932 | $484,068 | |
| 3 | MORN |
Morningstar, Inc.
|
3,034 | $473,364 | |
| 4 | FDS |
Factset Research Systems Inc
|
1,702 | $391,596 | |
| 5 | MSCI |
MSCI Inc.
|
485 | $271,619 | |
| 6 | SPGI |
S&P Global Inc.
|
355 | $136,839 | |
| 7 | MCO |
Moodys Corp /De/
This page
|
223 | $101,001 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
275 | $66,734 |
All Filings in MCO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,001 | 223 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $110,543 | 232 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $116,368 | 232 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $109,902 | 236 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||