APPLETON PARTNERS INC/MA

Position in SPGI — S&P Global Inc.

CIK 1055290 BOSTON, MA

Position in SPGI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$8,710,431

-$1,026,451 QoQ

Shares Held

23,896

-1.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#505

of 1,991 holders

Holding Since

Mar 2020

20 quarters on record

Financial Services · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $24,641,018 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (35.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	102,328	$12,597,600
2	SPGI	S&P Global Inc. This page	23,896	$8,710,431
3	CME	Cme Group Inc.	15,093	$3,332,987

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,710,431	22,607	-1.2%	Shares	Sole	2026-07-21
2026-03-31	$9,736,882	22,892	+3291.4%	Shares	Sole	2026-04-28
2024-06-30	$301,049	675	-2.7%	Shares	Sole	2024-07-02
2024-03-31	$295,262	694	-1.1%	Shares	Sole	2024-04-01
2023-12-31	$309,245	702	0.0%	Shares	Sole	2024-01-02
2023-09-30	$256,517	702	-22.2%	Shares	Sole	2023-10-03
2023-06-30	$361,602	902	0.0%	Shares	Sole	2023-07-10
2023-03-31	$310,982	902	-55.3%	Shares	Sole	2023-04-10
2022-12-31	$675,909	2,018	-3.5%	Shares	Sole	2023-01-19
2022-09-30	$638,792	2,092	-4.0%	Shares	Sole	2022-10-27
2022-06-30	$734,790	2,180	-4.9%	Shares	Sole	2022-07-08
2022-03-31	$940,132	2,292	-7.8%	Shares	Sole	2022-04-05
2021-12-31	$1,172,746	2,485	-3.9%	Shares	Sole	2022-02-03
2021-09-30	$1,098,340	2,585	-3.0%	Shares	Sole	2021-10-14
2021-06-30	$1,093,849	2,665	-12.9%	Shares	Sole	2021-07-07
2021-03-31	$1,080,135	3,061	-3.7%	Shares	Sole	2021-04-19
2020-12-31	$1,045,032	3,179	-5.6%	Shares	Sole	2021-01-19
2020-09-30	$1,214,861	3,369	-3.0%	Shares	Sole	2020-10-14
2020-06-30	$1,144,613	3,474	-7.0%	Shares	Sole	2020-08-14
2020-03-31	$915,261	3,735	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.