Roundview Capital LLC

Position in SPGI — S&P Global Inc.

CIK 1476804 PRINCETON, NJ

Position in SPGI

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

Position Value

$1,973,174

-$1,443,581 QoQ

Shares Held

5,121

-39.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#860

of 1,991 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Roundview Capital LLC holds $5,976,814 across 4 Financial Data & Stock Exchanges names. SPGI ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/	7,175	$3,249,701
2	SPGI	S&P Global Inc. This page	5,121	$1,973,174
3	CBOE	Cboe Global Markets, Inc.	1,646	$399,434
4	MSCI	MSCI Inc.	633	$354,505

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,973,174	4,845	-39.7%	Shares	Sole	2026-07-30
2026-03-31	$3,416,755	8,033	-16.2%	Shares	Sole	2026-05-08
2025-12-31	$5,007,979	9,583	+2.4%	Shares	Sole	2026-02-09
2025-09-30	$4,555,605	9,360	+0.6%	Shares	Sole	2025-11-12
2025-06-30	$4,905,906	9,304	+2.0%	Shares	Sole	2025-07-23
2025-03-31	$4,634,380	9,121	+24.6%	Shares	Sole	2025-05-06
2024-12-31	$3,644,583	7,318	+40.5%	Shares	Sole	2025-02-12
2024-09-30	$2,690,040	5,207	+23.7%	Shares	Sole	2024-11-14
2024-06-30	$1,877,213	4,209	+3.0%	Shares	Sole	2024-08-09
2024-03-31	$1,738,814	4,087	+11.7%	Shares	Sole	2024-05-06
2023-12-31	$1,612,303	3,660	+2.0%	Shares	Sole	2024-02-12
2023-09-30	$1,311,090	3,588	-0.9%	Shares	Sole	2023-11-13
2023-06-30	$1,451,221	3,620	+0.2%	Shares	Sole	2023-08-09
2023-03-31	$1,244,964	3,611	+45.2%	Shares	Sole	2023-05-09
2022-12-31	$832,995	2,487	+99.1%	Shares	Sole	2023-02-13
2022-09-30	$381,382	1,249	-0.6%	Shares	Sole	2022-11-10
2022-06-30	$423,684	1,257	+12.6%	Shares	Sole	2022-08-11
2022-03-31	$457,760	1,116	+145.8%	Shares	Sole	2022-05-17
2021-12-31	$214,256	454	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.