Valeo Financial Advisors, LLC

Position in SPGI — S&P Global Inc.

CIK 1722641 CARMEL, IN

Position in SPGI

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,345,460

-$289,972 QoQ

Shares Held

3,691

-9.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#953

of 1,991 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $4,372,077 across 8 Financial Data & Stock Exchanges names. SPGI ranks #1 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	3,691	$1,345,460
2	ICE	Intercontinental Exchange, Inc.	6,391	$786,796
3	CME	Cme Group Inc.	2,875	$634,886
4	MCO	Moodys Corp /De/	951	$430,726
5	COIN	Coinbase Global, Inc.	2,769	$404,800
6	NDAQ	Nasdaq, Inc.	3,826	$301,565
7	MSCI	MSCI Inc.	461	$258,178
8	CBOE	Cboe Global Markets, Inc.	864	$209,666

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,345,460	3,492	-9.2%	Shares	Sole	2026-07-08
2026-03-31	$1,635,432	3,845	-24.1%	Shares	Sole	2026-05-08
2025-12-31	$2,646,918	5,065	+10.3%	Shares	Sole	2026-02-04
2025-09-30	$2,235,459	4,593	-3.0%	Shares	Sole	2025-11-03
2025-06-30	$2,497,245	4,736	+5.9%	Shares	Sole	2025-09-12
2025-03-31	$2,272,731	4,473	+0.7%	Shares	Sole	2025-04-30
2024-12-31	$2,213,245	4,444	+1.8%	Shares	Sole	2025-01-30
2024-09-30	$2,255,046	4,365	+5.0%	Shares	Sole	2024-10-10
2024-06-30	$1,854,913	4,159	+7.3%	Shares	Sole	2024-07-10
2024-03-31	$1,649,044	3,876	-0.4%	Shares	Sole	2024-04-25
2023-12-31	$1,714,944	3,893	-13.3%	Shares	Sole	2024-01-29
2023-09-30	$1,641,056	4,491	+14.8%	Shares	Sole	2023-10-20
2023-06-30	$1,568,281	3,912	-2.5%	Shares	Sole	2023-07-14
2023-03-31	$1,383,906	4,014	-15.8%	Shares	Sole	2023-04-17
2022-12-31	$1,597,329	4,769	+65.7%	Shares	Sole	2023-02-09
2022-09-30	$878,797	2,878	+17.9%	Shares	Sole	2022-10-31
2022-06-30	$822,763	2,441	-7.4%	Shares	Sole	2022-08-03
2022-03-31	$1,081,644	2,637	+17.9%	Shares	Sole	2022-04-28
2021-12-31	$1,055,235	2,236	+1.1%	Shares	Sole	2022-01-07
2021-09-30	$939,431	2,211	+1224.0%	Shares	Sole	2021-11-02
2021-03-31	$58,929	167	+92.0%	Shares	Sole	2021-04-12
2020-12-31	$28,599	87	+20.8%	Shares	Sole	2021-02-11
2020-09-30	$25,963	72	-85.9%	Shares	Sole	2020-10-28
2020-06-30	$168,693	512	+4.9%	Shares	Sole	2020-07-20
2020-03-31	$119,584	488	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.