Kathmere Capital Management, LLC

Position in MSCI — MSCI Inc.

CIK 1794543 WAYNE, PA

Position in MSCI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$894,943

+$249,749 QoQ

Shares Held

1,598

+33.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#561

of 1,074 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Kathmere Capital Management, LLC holds $3,776,526 across 6 Financial Data & Stock Exchanges names. MSCI ranks #1 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc. This page	1,598	$894,943
2	CME	Cme Group Inc.	3,772	$832,970
3	CBOE	Cboe Global Markets, Inc.	3,144	$762,954
4	SPGI	S&P Global Inc.	1,761	$678,495
5	MCO	Moodys Corp /De/	892	$404,004
6	FDS	Factset Research Systems Inc	883	$203,160

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$894,943	1,598	+33.5%	Shares	Sole	2026-07-29
2026-03-31	$645,194	1,197	+37.0%	Shares	Sole	2026-04-28
2025-12-31	$501,440	874	+7.6%	Shares	Sole	2026-01-13
2025-09-30	$460,736	812	-26.6%	Shares	Sole	2025-10-22
2025-06-30	$638,451	1,107	+36.8%	Shares	Sole	2025-07-16
2025-03-31	$457,489	809	+21.3%	Shares	Sole	2025-05-01
2024-12-31	$400,206	667	+15.6%	Shares	Sole	2025-01-14
2024-09-30	$336,350	577	+9.5%	Shares	Sole	2024-10-15
2024-06-30	$253,882	527	+31.1%	Shares	Sole	2024-08-15
2024-03-31	$225,300	402	0.0%	Shares	Sole	2024-04-16
2023-12-31	$227,391	402	-0.2%	Shares	Sole	2024-04-16
2023-09-30	$206,771	403	-3.1%	Shares	Sole	2023-10-11
2023-03-31	$232,831	416	-5.5%	Shares	Sole	2023-04-20
2022-12-31	$204,674	440	-6.4%	Shares	Sole	2023-01-24
2022-03-31	$236,353	470	+36.6%	Shares	Sole	2022-04-28
2021-12-31	$210,765	344	-12.9%	Shares	Sole	2022-01-27
2021-09-30	$240,294	395	+14.8%	Shares	Sole	2021-10-14
2020-12-31	$153,606	344	0.0%	Shares	Sole	2021-02-16
2020-09-30	$122,732	344	—	Shares	Sole	2020-11-20
No filing history on record for this holder in this stock.