Position in SPGI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,081,916
-$1,285,100 QoQ
Shares Held
2,968
-49.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,014
of 1,991 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 30%
Shared 69%
None 1%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $7,240,268 across 9 Financial Data & Stock Exchanges names. SPGI ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
11,864 | $2,619,926 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
2,968 | $1,081,916 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
12,252 | $965,702 | |
| 4 | MCO |
Moodys Corp /De/
|
1,405 | $636,352 | |
| 5 | MSCI |
MSCI Inc.
|
948 | $530,917 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
3,962 | $487,761 | |
| 7 | MORN |
Morningstar, Inc.
|
2,582 | $402,843 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,905 | $278,491 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,081,916 | 2,808 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,367,016 | 5,565 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,656,087 | 3,169 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $2,035,420 | 4,182 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $1,974,700 | 3,745 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,490,764 | 2,934 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,402,451 | 2,816 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,461,001 | 2,828 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,227,390 | 2,752 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,062,774 | 2,498 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,281,031 | 2,908 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,074,304 | 2,940 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,166,589 | 2,910 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $935,361 | 2,713 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $874,862 | 2,612 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $859,559 | 2,815 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $386,270 | 1,146 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $458,991 | 1,119 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $316,665 | 671 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $259,607 | 611 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $251,195 | 612 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $320,182 | 974 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $371,417 | 1,030 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $308,393 | 936 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $220,054 | 898 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||