Position in SPGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,094,130
-$129,547 QoQ
Shares Held
5,435
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#846
of 1,991 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026CYPRESS ASSET MANAGEMENT INC/TX holds $3,517,979 across 4 Financial Data & Stock Exchanges names. SPGI ranks #1 (59.5% of the industry book) .
All Filings in SPGI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,094,130 | 5,142 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,223,677 | 5,228 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $2,765,023 | 5,291 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,567,882 | 5,276 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,777,236 | 5,267 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,639,071 | 5,194 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $2,574,316 | 5,169 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $2,705,022 | 5,236 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $2,318,307 | 5,198 | Shares | Sole | 2025-02-24 | |
| 2024-03-31 | $2,224,252 | 5,228 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,244,449 | 5,095 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,874,918 | 5,131 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $2,040,930 | 5,091 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,719,023 | 4,986 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $1,698,480 | 5,071 | Shares | Sole | 2023-02-28 | |
| 2022-09-30 | $1,567,972 | 5,135 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,747,655 | 5,185 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,844,989 | 4,498 | Shares | Sole | 2022-06-06 | |
| 2021-12-31 | $1,932,081 | 4,094 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,739,924 | 4,095 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,676,688 | 4,085 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,416,773 | 4,015 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,494,077 | 4,545 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,584,836 | 4,395 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $252,052 | 765 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||