Position in SPGI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,563,878
-$874,170 QoQ
Shares Held
4,059
-33.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#915
of 1,991 holders
Holding Since
Mar 2020
26 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, 2026Belpointe Asset Management LLC holds $4,828,342 across 6 Financial Data & Stock Exchanges names. SPGI ranks #1 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
4,059 | $1,563,878 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
8,152 | $1,003,592 | |
| 3 | MCO |
Moodys Corp /De/
|
2,006 | $908,557 | |
| 4 | CME |
Cme Group Inc.
|
3,361 | $742,209 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
1,584 | $384,389 | |
| 6 | COIN |
Coinbase Global, Inc.
|
1,544 | $225,717 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,563,878 | 3,840 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,438,048 | 5,732 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,118,579 | 4,054 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,974,095 | 4,056 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,092,286 | 3,968 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,087,274 | 4,108 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $2,022,001 | 4,060 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,102,127 | 4,069 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,786,229 | 4,005 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,728,177 | 4,062 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,785,867 | 4,054 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,474,429 | 4,035 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,694,561 | 4,227 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,779,358 | 5,161 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,592,974 | 4,756 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,424,152 | 4,664 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,437,897 | 4,266 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,749,827 | 4,266 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,923,586 | 4,076 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,736,950 | 4,088 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,639,747 | 3,995 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,838,805 | 5,211 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,239,640 | 3,771 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,351,168 | 3,747 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,237,856 | 3,757 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $921,388 | 3,760 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||