Position in SPGI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,652,661
-$73,368 QoQ
Shares Held
4,289
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#898
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026EXCALIBUR MANAGEMENT CORP holds $1,652,661 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
4,289 | $1,652,661 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,652,661 | 4,058 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,726,029 | 4,058 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,132,689 | 4,081 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,986,263 | 4,081 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,151,870 | 4,081 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,073,556 | 4,081 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,032,460 | 4,081 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,108,326 | 4,081 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,819,233 | 4,079 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,713,712 | 4,028 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,763,401 | 4,003 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,462,736 | 4,003 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,604,762 | 4,003 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,380,114 | 4,003 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,340,765 | 4,003 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,222,315 | 4,003 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,349,251 | 4,003 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,641,950 | 4,003 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,889,135 | 4,003 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,700,834 | 4,003 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,643,031 | 4,003 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,412,538 | 4,003 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,315,906 | 4,003 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,443,481 | 4,003 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,318,908 | 4,003 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $980,935 | 4,003 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||