Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,551,045
-$114,625 QoQ
Shares Held
42,956
+3.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
3.34%
of 13F equity value
Holder Rank
#396
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Peak Asset Management, LLC holds $16,818,070 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (98.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
42,956 | $16,551,045 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
2,169 | $267,025 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,551,045 | 40,640 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,665,670 | 39,182 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,911,201 | 38,101 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $18,406,399 | 37,818 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $19,743,321 | 37,443 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,318,470 | 38,021 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $19,434,125 | 39,022 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $20,305,751 | 39,305 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $18,948,309 | 42,485 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $18,003,342 | 42,316 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $18,566,154 | 42,146 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $15,439,302 | 42,252 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,032,211 | 42,486 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,536,539 | 42,163 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $14,202,462 | 42,403 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $12,754,773 | 41,771 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,087,758 | 41,796 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $16,444,524 | 40,091 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $18,658,696 | 39,537 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,926,343 | 39,837 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $16,763,599 | 40,842 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $15,454,649 | 43,797 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $14,371,087 | 43,717 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $15,470,821 | 42,903 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $15,547,832 | 47,189 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $12,233,141 | 49,921 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||