Birch Capital Management, LLC

Position in SPGI — S&P Global Inc.

CIK 1799859 DALLAS, TX

Position in SPGI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,443,490

-$512,120 QoQ

Shares Held

14,933

+0.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.86%

of 13F equity value

Holder Rank

#614

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Birch Capital Management, LLC holds $14,847,334 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDS	Factset Research Systems Inc	23,747	$5,463,709
2	SPGI	S&P Global Inc. This page	14,933	$5,443,490
3	ICE	Intercontinental Exchange, Inc.	32,005	$3,940,135

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,443,490	14,128	+0.9%	Shares	Sole	2026-07-27
2026-03-31	$5,955,610	14,002	-3.1%	Shares	Sole	2026-04-15
2025-12-31	$7,548,289	14,444	0.0%	Shares	Sole	2026-02-03
2025-09-30	$7,030,039	14,444	-0.3%	Shares	Sole	2025-10-27
2025-06-30	$7,641,487	14,492	-0.2%	Shares	Sole	2025-07-24
2025-03-31	$7,379,644	14,524	-1.3%	Shares	Sole	2025-04-16
2024-12-31	$7,326,020	14,710	-0.0%	Shares	Sole	2025-01-07
2024-09-30	$7,599,997	14,711	-0.2%	Shares	Sole	2024-10-15
2024-06-30	$6,573,593	14,739	-8.0%	Shares	Sole	2024-07-08
2024-03-31	$6,812,730	16,013	-1.4%	Shares	Sole	2024-04-11
2023-12-31	$7,157,127	16,247	-0.1%	Shares	Sole	2024-01-24
2023-09-30	$5,941,566	16,260	0.0%	Shares	Sole	2023-10-12
2023-06-30	$6,518,471	16,260	0.0%	Shares	Sole	2023-07-12
2023-03-31	$5,605,960	16,260	-3.5%	Shares	Sole	2023-04-10
2022-12-31	$5,643,404	16,849	0.0%	Shares	Sole	2023-02-06
2022-09-30	$5,144,841	16,849	0.0%	Shares	Sole	2023-03-30
2022-06-30	$5,679,123	16,849	0.0%	Shares	Sole	2023-03-30
2022-03-31	$6,911,121	16,849	-0.1%	Shares	Sole	2022-04-05
2021-12-31	$7,960,043	16,867	-0.4%	Shares	Sole	2022-01-06
2021-09-30	$7,192,962	16,929	0.0%	Shares	Sole	2021-10-05
2021-06-30	$6,948,508	16,929	0.0%	Shares	Sole	2021-07-28
2021-03-31	$5,973,736	16,929	-1.7%	Shares	Sole	2021-04-05
2020-12-31	$5,663,031	17,227	0.0%	Shares	Sole	2021-02-02
2020-09-30	$6,212,056	17,227	-0.3%	Shares	Sole	2020-10-06
2020-06-30	$5,690,449	17,271	0.0%	Shares	Sole	2020-07-02
2020-03-31	$4,232,258	17,271	—	Shares	Sole	2020-04-02
No filing history on record for this holder in this stock.