Position in SPGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,256,690
+$711,856 QoQ
Shares Held
6,191
+61.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.00%
of 13F equity value
Holder Rank
#831
of 1,991 holders
Holding Since
Dec 2021
13 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, 2026Triad Investment Management holds $2,256,690 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
|
6,191 | $2,256,690 |
All Filings in SPGI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,256,690 | 5,857 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,544,834 | 3,632 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $291,082 | 557 | Shares | Sole | 2026-01-16 | |
| 2024-03-31 | $366,312 | 861 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $376,204 | 854 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $314,983 | 862 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $345,567 | 862 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $297,191 | 862 | Shares | Sole | 2023-07-11 | |
| 2022-12-31 | $281,014 | 839 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $256,188 | 839 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $282,793 | 839 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $326,503 | 796 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $227,942 | 483 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||