Caerus Investment Advisors, LLC

Position in SPGI — S&P Global Inc.

CIK 1862682 WEST LAKE HILLS, TX

Position in SPGI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$240,690

-$60,876 QoQ

Shares Held

625

-16.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,570

of 1,991 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caerus Investment Advisors, LLC holds $1,254,158 across 4 Financial Data & Stock Exchanges names. SPGI ranks #3 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDS	Factset Research Systems Inc	2,251	$517,910
2	MORN	Morningstar, Inc.	1,658	$258,681
3	SPGI	S&P Global Inc. This page	625	$240,690
4	MCO	Moodys Corp /De/	523	$236,877

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,690	591	-16.6%	Shares	Sole	2026-08-14
2026-03-31	$301,566	709	—	Shares	Sole	2026-06-01
No filing history on record for this holder in this stock.