Position in SPGI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$34,676
+$34,676 QoQ
Shares Held
90
+76.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#823
of 932 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026HORIZON FINANCIAL SERVICES, LLC holds $160,873 across 8 Financial Data & Stock Exchanges names. SPGI ranks #3 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
141 | $63,861 | |
| 2 | FDS |
Factset Research Systems Inc
|
172 | $39,573 | |
| 3 | SPGI |
S&P Global Inc.
This page
|
90 | $34,676 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
47 | $11,405 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
42 | $5,170 | |
| 6 | CME |
Cme Group Inc.
|
16 | $3,533 | |
| 7 | LSEGY |
London Stock Exchange Group plc
|
52 | $1,407 | |
| 8 | MORN |
Morningstar, Inc.
|
8 | $1,248 |
All Filings in SPGI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,676 | 90 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | — | 51 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | — | 8 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | — | 14 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||