Position in SPGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$120,548
+$603 QoQ
Shares Held
313
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,717
of 1,998 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Cornerstone Planning Group LLC holds $1,165,242 across 11 Financial Data & Stock Exchanges names. SPGI ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
1,806 | $817,973 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
313 | $120,548 | |
| 3 | COIN |
Coinbase Global, Inc.
|
449 | $65,639 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
170 | $41,253 | |
| 5 | CME |
Cme Group Inc.
|
151 | $33,345 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
183 | $22,529 | |
| 7 | MSCI |
MSCI Inc.
|
39 | $21,841 | |
| 8 | TRU |
TransUnion
|
251 | $18,107 |
All Filings in SPGI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,548 | 296 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $119,945 | 282 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $146,847 | 281 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $629 | 36 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $132,349 | 251 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $150,905 | 297 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $125,503 | 252 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $131,221 | 254 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $115,959 | 260 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $69,773 | 164 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $88,544 | 201 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $68,697 | 188 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $83,385 | 208 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $69,667 | 208 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||