SmartHarvest Portfolios, LLC

Position in MCO — Moodys Corp /De/

CIK 2066604 SEATTLE, WA

Position in MCO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$267,675

+$40,389 QoQ

Shares Held

591

+13.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,057

of 1,401 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SmartHarvest Portfolios, LLC holds $1,369,129 across 5 Financial Data & Stock Exchanges names. MCO ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	1,038	$399,929
2	MCO	Moodys Corp /De/ This page	591	$267,675
3	CME	Cme Group Inc.	1,206	$266,320
4	ICE	Intercontinental Exchange, Inc.	1,901	$234,032
5	CBOE	Cboe Global Markets, Inc.	829	$201,173

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$267,675	591	+13.4%	Shares	Sole	2026-08-04
2026-03-31	$227,286	521	-19.7%	Shares	Sole	2026-04-21
2025-12-31	$331,541	649	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.