Position in SPGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$616,184
-$47,771 QoQ
Shares Held
1,599
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,194
of 1,991 holders
Holding Since
Dec 2020
23 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, 2026Fortis Capital Management LLC holds $1,234,419 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
1,365 | $618,235 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
1,599 | $616,184 |
All Filings in SPGI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,184 | 1,513 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $663,955 | 1,561 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $865,931 | 1,657 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $825,946 | 1,697 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $882,156 | 1,673 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $755,036 | 1,486 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $746,546 | 1,499 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,160,845 | 2,247 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $869,699 | 1,950 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,003,059 | 9,409 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,753,670 | 8,521 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,123,635 | 3,075 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,099,641 | 2,743 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $883,300 | 2,562 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $729,834 | 2,179 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $685,205 | 2,244 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $759,059 | 2,252 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,973,842 | 12,126 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,643,338 | 11,958 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,669,159 | 6,282 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,919,530 | 7,113 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,333,882 | 6,614 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $2,011,498 | 6,119 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||