Position in MSCI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$14,001
+$2,682 QoQ
Shares Held
25
+19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#281
of 341 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Fortitude Family Office, LLC holds $199,440 across 13 Financial Data & Stock Exchanges names. MSCI ranks #7 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
82 | $37,139 | |
| 2 | CME |
Cme Group Inc.
|
133 | $29,370 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
233 | $28,684 | |
| 4 | SPGI |
S&P Global Inc.
|
73 | $28,126 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
87 | $21,112 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
198 | $15,606 | |
| 7 | MSCI |
MSCI Inc.
This page
|
25 | $14,001 | |
| 8 | MORN |
Morningstar, Inc.
|
65 | $10,141 |
All Filings in MSCI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,001 | 25 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $11,319 | 21 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,458 | 13 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $7,376 | 13 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,497 | 13 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $5,655 | 10 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $6,000 | 10 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $5,829 | 10 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||