STERLING INVESTMENT MANAGEMENT, LLC

Position in SPGI — S&P Global Inc.

CIK 1509873 TUCSON, AZ

Position in SPGI

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$7,544,520

-$997,582 QoQ

Shares Held

20,697

-2.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

7.48%

of 13F equity value

Holder Rank

#534

of 1,991 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

STERLING INVESTMENT MANAGEMENT, LLC holds $14,675,745 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (51.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPGI	S&P Global Inc. This page	20,697	$7,544,520
2	MCO	Moodys Corp /De/	15,745	$7,131,225

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,544,520	19,581	-2.5%	Shares	Sole	2026-07-22
2026-03-31	$8,542,102	20,083	+52.5%	Shares	Sole	2026-05-04
2025-12-31	$6,883,032	13,171	+12.1%	Shares	Sole	2026-02-03
2025-09-30	$5,718,356	11,749	+33.0%	Shares	Sole	2025-10-20
2025-06-30	$4,657,553	8,833	+24.7%	Shares	Sole	2025-07-30
2025-03-31	$3,599,888	7,085	+31.7%	Shares	Sole	2025-04-15
2024-12-31	$2,679,401	5,380	-1.3%	Shares	Sole	2025-01-17
2024-09-30	$2,815,579	5,450	-6.0%	Shares	Sole	2024-10-21
2024-06-30	$2,585,907	5,798	-1.3%	Shares	Sole	2024-07-26
2024-03-31	$2,499,093	5,874	+1.8%	Shares	Sole	2024-04-22
2023-12-31	$2,542,240	5,771	-1.3%	Shares	Sole	2024-01-18
2023-09-30	$2,136,186	5,846	+44.8%	Shares	Sole	2023-10-11
2023-06-30	$1,617,991	4,036	-1.4%	Shares	Sole	2023-07-12
2023-03-31	$1,411,488	4,094	-1.4%	Shares	Sole	2023-04-28
2022-12-31	$1,391,006	4,153	-6.2%	Shares	Sole	2023-01-12
2022-09-30	$1,351,784	4,427	+18.5%	Shares	Sole	2022-10-25
2022-06-30	$1,258,918	3,735	—	Shares	Sole	2022-07-06
No filing history on record for this holder in this stock.