Position in SPGI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$667,091
-$30,513 QoQ
Shares Held
1,731
+23.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,162
of 1,991 holders
Holding Since
Mar 2020
23 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, 2026Proficio Capital Partners LLC holds $2,927,042 across 7 Financial Data & Stock Exchanges names. SPGI ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
1,518 | $687,532 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
1,731 | $667,091 | |
| 3 | MSCI |
MSCI Inc.
|
669 | $374,666 | |
| 4 | FDS |
Factset Research Systems Inc
|
1,531 | $352,252 | |
| 5 | COIN |
Coinbase Global, Inc.
|
2,066 | $302,028 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
2,271 | $279,582 | |
| 7 | CME |
Cme Group Inc.
|
1,195 | $263,891 |
All Filings in SPGI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,091 | 1,638 | Shares | Sole | 2026-08-17 | |
| 2025-06-30 | $697,604 | 1,323 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $643,254 | 1,266 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $619,549 | 1,244 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $449,976 | 871 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $499,519 | 1,120 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $510,114 | 1,199 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $467,832 | 1,062 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $357,370 | 978 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $373,228 | 931 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $314,430 | 912 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $295,082 | 881 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $327,945 | 1,074 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $338,408 | 1,004 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $411,820 | 1,004 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $443,614 | 940 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $401,096 | 944 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,054,856 | 2,570 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $904,053 | 2,562 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,414,525 | 4,303 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,578,706 | 4,378 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,440,486 | 4,372 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,020,388 | 4,164 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||