Skip to main content

Occidental Asset Management, LLC

Position in SPGI — S&P Global Inc.

CIK 1770994 Burlingame, CA

Position in SPGI

as of Mar 31, 2026 · filed Apr 16, 2026
Position Value
$212,669
-$85,729 QoQ
Shares Held
528
-12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SPGI Over Time

Shares Held

Position Value (USD)

All Filings in SPGI

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $212,669 500
2025-12-31 $298,398 571
2025-09-30 $272,070 559
2025-06-30 $293,173 556
2025-03-31 $274,374 540