Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,055,494
-$276,593 QoQ
Shares Held
10,526
-2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
#689
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, 2026SCHOLTZ & COMPANY, LLC holds $4,055,494 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
10,526 | $4,055,494 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,055,494 | 9,958 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,332,087 | 10,185 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,952,062 | 9,476 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,959,872 | 8,136 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,341,706 | 8,234 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,206,559 | 8,279 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,101,774 | 8,236 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,042,035 | 7,824 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,773,091 | 10,702 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,159,199 | 9,776 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,111,793 | 11,604 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,148,991 | 14,091 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,242,257 | 15,571 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,450,814 | 15,810 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,832,791 | 5,472 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,765,838 | 5,783 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,081,345 | 6,175 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,258,525 | 15,258 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,364,447 | 13,486 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,713,920 | 13,448 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,469,656 | 13,326 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,619,421 | 13,091 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,352,713 | 13,241 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,419,152 | 12,255 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,029,540 | 12,230 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,867,085 | 11,700 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||