ACTION POINT FINANCIAL PLANNING, LLC
Position in MCO — Moodys Corp /De/
CIK 2116119
GRAND RAPIDS, MI
Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,883
New position
Shares Held
66
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,247
of 1,401 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $352,260 across 11 Financial Data & Stock Exchanges names. MCO ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
701 | $154,794 | |
| 2 | SPGI |
S&P Global Inc.
|
119 | $46,011 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
274 | $33,724 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
66 | $29,883 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
322 | $25,377 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
102 | $24,747 | |
| 7 | COIN |
Coinbase Global, Inc.
|
115 | $16,804 | |
| 8 | MSCI |
MSCI Inc.
|
16 | $8,960 |
All Filings in MCO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,883 | 66 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||