LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
Position in SPGI — S&P Global Inc.
CIK 1089707
LONG BEACH, CA
Position in SPGI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,607,848
-$163,692 QoQ
Shares Held
4,411
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#907
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, 2026LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA holds $2,805,629 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
4,411 | $1,607,848 | |
| 2 | CME |
Cme Group Inc.
|
5,424 | $1,197,781 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,607,848 | 4,173 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,771,540 | 4,165 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,187,039 | 4,185 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,927,858 | 3,961 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,253,110 | 4,273 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,195,500 | 4,321 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $2,077,282 | 4,171 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,223,532 | 4,304 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,975,333 | 4,429 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,992,382 | 4,683 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,107,888 | 4,785 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,786,123 | 4,888 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,973,180 | 4,922 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,758,671 | 5,101 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,709,868 | 5,105 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,598,507 | 5,235 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,786,417 | 5,300 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,198,154 | 5,359 | Shares | Sole | 2022-05-24 | |
| 2021-12-31 | $2,535,207 | 5,372 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,348,367 | 5,527 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,261,990 | 5,511 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,873,739 | 5,310 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,801,111 | 5,479 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,989,430 | 5,517 | Shares | Sole | 2021-01-13 | |
| 2020-06-30 | $1,903,076 | 5,776 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,422,760 | 5,806 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||