Turtle Creek Wealth Advisors, LLC

Position in SPGI — S&P Global Inc.

CIK 2007171 DALLAS, TX

Position in SPGI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$8,895,760

+$835,993 QoQ

Shares Held

24,404

+21.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#502

of 1,991 holders

Holding Since

Dec 2023

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Turtle Creek Wealth Advisors, LLC holds $17,441,591 across 6 Financial Data & Stock Exchanges names. SPGI ranks #1 (51.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	24,404	$8,895,760
2	CME	Cme Group Inc.	26,583	$5,870,323
3	ICE	Intercontinental Exchange, Inc.	8,877	$1,092,847
4	MSCI	MSCI Inc.	1,298	$726,931
5	MCO	Moodys Corp /De/	1,128	$510,893
6	NDAQ	Nasdaq, Inc.	4,375	$344,837

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,895,760	23,088	+21.8%	Shares	Sole	2026-07-27
2026-03-31	$8,059,767	18,949	+32.6%	Shares	Sole	2026-04-27
2025-12-31	$7,469,901	14,294	-0.1%	Shares	Sole	2026-01-28
2025-09-30	$6,961,413	14,303	+388.7%	Shares	Sole	2025-10-29
2025-06-30	$1,543,377	2,927	+553.3%	Shares	Sole	2025-07-28
2024-09-30	$231,445	448	+58.9%	Shares	Sole	2024-11-06
2023-12-31	$124,226	282	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.