FIDELIS CAPITAL PARTNERS, LLC

Position in SPGI — S&P Global Inc.

CIK 1962755 TAMPA, FL

Position in SPGI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$728,995

-$18,327 QoQ

Shares Held

1,892

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,129

of 1,991 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $4,236,754 across 7 Financial Data & Stock Exchanges names. SPGI ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc.	2,410	$1,349,696
2	SPGI	S&P Global Inc. This page	1,892	$728,995
3	ICE	Intercontinental Exchange, Inc.	5,508	$678,089
4	MCO	Moodys Corp /De/	1,192	$539,880
5	CME	Cme Group Inc.	1,643	$362,823
6	NDAQ	Nasdaq, Inc.	4,513	$355,714
7	CBOE	Cboe Global Markets, Inc.	913	$221,557

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$728,995	1,790	+1.9%	Shares	Sole	2026-08-13
2026-03-31	$747,322	1,757	-25.1%	Shares	Sole	2026-05-06
2025-12-31	$1,225,473	2,345	+17.7%	Shares	Sole	2026-02-09
2025-09-30	$970,013	1,993	+6.4%	Shares	Sole	2025-11-03
2025-06-30	$988,141	1,874	+4.2%	Shares	Sole	2025-08-07
2025-03-31	$914,071	1,799	-28.9%	Shares	Sole	2025-05-01
2024-12-31	$1,260,513	2,531	-1.4%	Shares	Sole	2025-02-06
2024-09-30	$1,326,680	2,568	+4.2%	Shares	Sole	2024-10-25
2024-06-30	$1,098,943	2,464	+46.6%	Shares	Sole	2024-08-13
2024-03-31	$715,181	1,681	+4.5%	Shares	Sole	2024-05-06
2023-12-31	$708,796	1,609	+14.2%	Shares	Sole	2024-01-31
2023-09-30	$514,862	1,409	+18.5%	Shares	Sole	2023-11-08
2023-06-30	$476,658	1,189	+0.2%	Shares	Sole	2023-08-10
2023-03-31	$409,242	1,187	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.