Capital Analysts, LLC

Position in SPGI — S&P Global Inc.

CIK 1624758 FORT WASHINGTON, PA

Position in SPGI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$13,488,450

-$266,618 QoQ

Shares Held

35,008

+2.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#430

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Financial Services · as of Jun 30, 2026

Capital Analysts, LLC holds $20,700,050 across 5 Financial Data & Stock Exchanges names. SPGI ranks #1 (65.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	35,008	$13,488,450
2	ICE	Intercontinental Exchange, Inc.	49,201	$6,057,134
3	NDAQ	Nasdaq, Inc.	9,073	$715,133
4	MCO	Moodys Corp /De/	970	$439,332
5	COIN	Coinbase Global, Inc.	4	$1

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,488,450	33,120	+2.4%	Shares	Defined	2026-08-05
2026-03-31	$13,755,068	32,339	+1.7%	Shares	Defined	2026-05-14
2025-12-31	$16,617,316	31,798	+3.8%	Shares	Defined	2026-05-15
2025-09-30	$14,916,201	30,647	+5.6%	Shares	Defined	2025-11-14
2025-06-30	$15,296,684	29,010	+5.5%	Shares	Defined	2025-08-13
2025-03-31	$13,974,273	27,503	+4.2%	Shares	Defined	2025-05-14
2024-12-31	$13,143,508	26,391	+856.5%	Shares	Defined	2025-02-14
2024-09-30	$1,425,354	2,759	+13.7%	Shares	Defined	2024-11-13
2024-06-30	$1,081,995	2,426	-0.6%	Shares	Defined	2024-08-14
2024-03-31	$1,038,098	2,440	+1.4%	Shares	Defined	2024-05-14
2023-12-31	$1,059,891	2,406	-2.0%	Shares	Defined	2024-01-30
2023-09-30	$897,446	2,456	+1.7%	Shares	Defined	2023-11-13
2023-06-30	$967,748	2,414	+1.5%	Shares	Defined	2023-08-11
2023-03-31	$820,207	2,379	+1.9%	Shares	Defined	2023-05-05
2022-12-31	$781,750	2,334	-6.2%	Shares	Defined	2023-02-08
2022-09-30	$760,015	2,489	+1.1%	Shares	Defined	2022-11-14
2022-06-30	$830,178	2,463	+0.8%	Shares	Defined	2022-08-12
2022-03-31	$1,002,069	2,443	+22.6%	Shares	Defined	2022-05-12
2021-12-31	$940,084	1,992	+7.5%	Shares	Defined	2022-02-10
2021-09-30	$787,321	1,853	+0.5%	Shares	Defined	2021-11-04
2021-06-30	$756,869	1,844	+0.5%	Shares	Defined	2021-11-15
2021-03-31	$647,163	1,834	+34.0%	Shares	Defined	2021-05-17
2020-12-31	$450,031	1,369	+555.0%	Shares	Sole	2021-02-16
2020-09-30	$75,365	209	0.0%	Shares	Sole	2020-11-12
2020-06-30	$68,861	209	+0.5%	Shares	Sole	2020-08-07
2020-03-31	$50,970	208	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.