Position in SPGI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$725,737
+$111,547 QoQ
Shares Held
1,884
+23.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,133
of 1,991 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Derivatives in SPGI
reported options exposure · as of Dec 31, 2020CallValue
$297,000
CallShares
6,870
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026HUB Investment Partners, LLC holds $37,977,727 across 9 Financial Data & Stock Exchanges names. SPGI ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
61,584 | $14,944,589 | |
| 2 | MSCI |
MSCI Inc.
|
21,280 | $11,917,651 | |
| 3 | CME |
Cme Group Inc.
|
34,213 | $7,555,256 | |
| 4 | COIN |
Coinbase Global, Inc.
|
9,149 | $1,337,492 | |
| 5 | SPGI |
S&P Global Inc.
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|
1,884 | $725,737 | |
| 6 | MCO |
Moodys Corp /De/
|
1,324 | $599,666 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
2,755 | $339,168 | |
| 8 | MORN |
Morningstar, Inc.
|
1,870 | $291,757 |
All Filings in SPGI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $725,737 | 1,782 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $614,190 | 1,444 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $732,148 | 1,401 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $611,794 | 1,257 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $612,711 | 1,162 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $515,721 | 1,015 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $630,505 | 1,266 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $570,348 | 1,104 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $485,247 | 1,088 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $473,525 | 1,113 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $512,324 | 1,163 | Shares | Sole | 2024-02-06 | |
| 2021-06-30 | $246,270 | 600 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $211,722 | 600 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $297,000 | 6,500 | Call | Sole | 2021-02-12 | |
| 2020-12-31 | $197,237 | 600 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||