Position in SPGI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$712,801
-$164,675 QoQ
Shares Held
1,955
-10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,140
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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $1,768,342 across 7 Financial Data & Stock Exchanges names. SPGI ranks #1 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,955 | $712,801 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
7,304 | $575,701 | |
| 3 | FDS |
Factset Research Systems Inc
|
1,040 | $239,283 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
1,270 | $156,349 | |
| 5 | CME |
Cme Group Inc.
|
221 | $48,803 | |
| 6 | COIN |
Coinbase Global, Inc.
|
236 | $34,500 | |
| 7 | MCO |
Moodys Corp /De/
|
2 | $905 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,801 | 1,850 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $877,476 | 2,063 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,639,364 | 3,137 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,449,909 | 2,979 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,528,086 | 2,898 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $1,775,301 | 3,494 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,026,937 | 2,062 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $622,010 | 1,204 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $541,443 | 1,214 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $505,434 | 1,188 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $521,575 | 1,184 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $380,026 | 1,040 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $596,524 | 1,488 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $514,396 | 1,492 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $501,070 | 1,496 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $466,880 | 1,529 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $516,712 | 1,533 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $553,332 | 1,349 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $451,637 | 957 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $452,932 | 1,066 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $392,800 | 957 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $338,755 | 960 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $310,978 | 946 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $344,733 | 956 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $311,358 | 945 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $263,428 | 1,075 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||