Position in SPGI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,294
+$1,041 QoQ
Shares Held
14
+27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,924
of 1,991 holders
Holding Since
Mar 2025
6 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, 2026American Capital Advisory, LLC holds $22,204 across 11 Financial Data & Stock Exchanges names. SPGI ranks #1 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
14 | $5,294 | |
| 2 | MCO |
Moodys Corp /De/
|
8 | $3,623 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
24 | $2,954 | |
| 4 | CME |
Cme Group Inc.
|
10 | $2,208 | |
| 5 | COIN |
Coinbase Global, Inc.
|
12 | $1,754 | |
| 6 | MSCI |
MSCI Inc.
|
3 | $1,680 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
21 | $1,655 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
6 | $1,456 |
All Filings in SPGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,294 | 13 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,253 | 10 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,180 | 8 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,433 | 5 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,109 | 4 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,540 | 5 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||