Position in SPGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,478,330
-$1,285,748 QoQ
Shares Held
26,002
-2.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.29%
of 13F equity value
Holder Rank
#492
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, 2026Fulcrum Capital LLC holds $21,439,548 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (44.2% of the industry book) .
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,478,330 | 24,600 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $10,764,078 | 25,307 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $11,353,790 | 21,726 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $10,088,038 | 20,727 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $11,062,018 | 20,979 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,642,662 | 20,946 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $10,570,686 | 21,225 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $10,925,481 | 21,148 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $9,653,669 | 21,645 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $9,023,794 | 21,210 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $9,080,438 | 20,613 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $7,979,823 | 21,838 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $8,874,100 | 22,136 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $7,771,461 | 22,541 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,588,401 | 22,656 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $6,803,502 | 22,281 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $7,712,943 | 22,883 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $8,811,485 | 21,482 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $9,924,215 | 21,029 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $8,694,099 | 20,462 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $8,206,947 | 19,995 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $7,122,681 | 20,185 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $6,528,905 | 19,861 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $6,920,995 | 19,193 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $7,340,814 | 22,280 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $5,760,145 | 23,506 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||