Everhart Financial Group, Inc.

Position in SPGI — S&P Global Inc.

CIK 1852858 Dublin, OH

Position in SPGI

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$750,560

-$258,346 QoQ

Shares Held

2,059

-17.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,123

of 1,991 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $3,713,977 across 6 Financial Data & Stock Exchanges names. SPGI ranks #2 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBOE	Cboe Global Markets, Inc.	3,418	$829,446
2	SPGI	S&P Global Inc. This page	2,059	$750,560
3	NDAQ	Nasdaq, Inc.	8,876	$699,606
4	CME	Cme Group Inc.	2,835	$626,053
5	MCO	Moodys Corp /De/	1,143	$517,687
6	COIN	Coinbase Global, Inc.	1,988	$290,625

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$750,560	1,948	-17.9%	Shares	Sole	2026-07-09
2026-03-31	$1,008,906	2,372	-37.6%	Shares	Sole	2026-04-09
2025-12-31	$1,986,364	3,801	+24.6%	Shares	Sole	2026-01-07
2025-09-30	$1,484,952	3,051	+2.2%	Shares	Sole	2025-11-04
2025-06-30	$1,573,960	2,985	+35.4%	Shares	Sole	2025-08-07
2025-03-31	$1,120,360	2,205	+5.6%	Shares	Sole	2025-04-16
2024-12-31	$1,039,886	2,088	-3.9%	Shares	Sole	2025-01-30
2024-09-30	$1,122,098	2,172	+22.0%	Shares	Sole	2024-11-04
2024-06-30	$794,325	1,781	+19.9%	Shares	Sole	2024-07-24
2024-03-31	$632,218	1,486	+8.5%	Shares	Sole	2024-05-13
2023-12-31	$603,071	1,369	+80.4%	Shares	Sole	2024-01-12
2023-09-30	$277,346	759	-37.1%	Shares	Sole	2023-10-25
2023-06-30	$483,473	1,206	+85.5%	Shares	Sole	2023-07-13
2023-03-31	$224,100	650	-7.1%	Shares	Sole	2023-04-25
2022-12-31	$234,458	700	-35.1%	Shares	Sole	2023-02-09
2022-09-30	$329,167	1,078	+16.5%	Shares	Sole	2022-10-12
2022-06-30	$311,780	925	—	Shares	Sole	2022-07-12
No filing history on record for this holder in this stock.