Position in MCO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$33,155
-$6,691 QoQ
Shares Held
76
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Salomon & Ludwin, LLC holds $289,637 across 12 Financial Data & Stock Exchanges names. MCO ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
192 | $56,707 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
351 | $55,205 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
480 | $40,747 | |
| 4 | MCO |
Moodys Corp /De/
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|
76 | $33,155 | |
| 5 | COIN |
Coinbase Global, Inc.
|
155 | $27,064 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
74 | $20,799 | |
| 7 | MORN |
Morningstar, Inc.
|
94 | $15,890 | |
| 8 | FDS |
Factset Research Systems Inc
|
62 | $13,453 |
All Filings in MCO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,155 | 76 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $39,846 | 78 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $37,165 | 78 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||