Position in SPGI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$843,842
+$113,108 QoQ
Shares Held
2,190
+20.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,082
of 1,991 holders
Holding Since
Mar 2023
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, 2026CATALYST FINANCIAL PARTNERS LLC holds $3,133,876 across 8 Financial Data & Stock Exchanges names. SPGI ranks #1 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
2,190 | $843,842 | |
| 2 | CME |
Cme Group Inc.
|
2,412 | $532,641 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
1,626 | $394,581 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
2,954 | $363,666 | |
| 5 | MCO |
Moodys Corp /De/
|
690 | $312,514 | |
| 6 | FDS |
Factset Research Systems Inc
|
1,120 | $257,689 | |
| 7 | MSCI |
MSCI Inc.
|
390 | $218,415 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
2,671 | $210,528 |
All Filings in SPGI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,842 | 2,072 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $730,734 | 1,718 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $831,963 | 1,592 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $711,083 | 1,461 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $762,461 | 1,446 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $680,854 | 1,340 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $633,992 | 1,273 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $631,826 | 1,223 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $542,781 | 1,217 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $455,656 | 1,071 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $440,079 | 999 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $346,774 | 949 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $340,756 | 850 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $216,860 | 629 | Shares | Sole | 2023-04-11 | |
| No filing history on record for this holder in this stock. | ||||||