Position in SPGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$331,509
-$41,514 QoQ
Shares Held
860
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,436
of 1,991 holders
Holding Since
Mar 2023
10 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, 20263Chopt Investment Partners, LLC holds $331,509 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
860 | $331,509 |
All Filings in SPGI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,509 | 814 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $373,023 | 877 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $598,365 | 1,145 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $464,808 | 955 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $472,451 | 896 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $532,488 | 1,048 | Shares | Sole | 2025-04-24 | |
| 2024-06-30 | $362,151 | 812 | Shares | Sole | 2024-08-22 | |
| 2023-12-31 | $353,737 | 803 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $261,781 | 653 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $225,134 | 653 | Shares | Sole | 2023-05-23 | |
| No filing history on record for this holder in this stock. | ||||||