Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$14,022,368
-$596,566 QoQ
Shares Held
36,394
+0.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#422
of 1,991 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Callan Family Office, LLC holds $33,484,914 across 11 Financial Data & Stock Exchanges names. SPGI ranks #1 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
36,394 | $14,022,368 | |
| 2 | TRU |
TransUnion
|
72,509 | $5,230,799 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
26,515 | $3,264,261 | |
| 4 | MSCI |
MSCI Inc.
|
5,511 | $3,086,380 | |
| 5 | CME |
Cme Group Inc.
|
13,776 | $3,042,154 | |
| 6 | MCO |
Moodys Corp /De/
|
3,692 | $1,672,180 | |
| 7 | MORN |
Morningstar, Inc.
|
5,421 | $845,784 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
10,417 | $821,067 |
All Filings in SPGI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,022,368 | 34,431 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $14,618,934 | 34,370 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $20,377,351 | 38,993 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,337,395 | 33,567 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $18,117,158 | 34,359 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,728,023 | 21,114 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,325,113 | 18,724 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $480,973 | 931 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $228,797 | 513 | Shares | Sole | 2024-07-26 | |
| 2023-12-31 | $210,128 | 477 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $244,097 | 708 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $225,749 | 674 | Shares | Sole | 2023-02-23 | |
| No filing history on record for this holder in this stock. | ||||||