Embree Financial Group

Position in SPGI — S&P Global Inc.

CIK 2020860 Chicago, IL

Position in SPGI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$446,175

-$31,907 QoQ

Shares Held

1,224

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,313

of 1,991 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Embree Financial Group holds $17,144,566 across 4 Financial Data & Stock Exchanges names. SPGI ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	38,064	$8,405,673
2	CBOE	Cboe Global Markets, Inc.	31,480	$7,639,251
3	ICE	Intercontinental Exchange, Inc.	5,308	$653,467
4	SPGI	S&P Global Inc. This page	1,224	$446,175

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$446,175	1,158	+3.0%	Shares	Sole	2026-07-15
2026-03-31	$478,082	1,124	+3.1%	Shares	Sole	2026-04-24
2025-12-31	$569,623	1,090	+2.0%	Shares	Sole	2026-01-14
2025-09-30	$520,293	1,069	+3.7%	Shares	Sole	2025-10-09
2025-06-30	$543,636	1,031	+3.5%	Shares	Sole	2025-07-16
2025-03-31	$506,067	996	+0.1%	Shares	Sole	2025-04-23
2024-12-31	$495,539	995	+0.1%	Shares	Sole	2025-01-21
2024-09-30	$513,520	994	0.0%	Shares	Sole	2024-10-18
2024-06-30	$443,323	994	-2.2%	Shares	Sole	2024-08-01
2024-03-31	$432,257	1,016	0.0%	Shares	Sole	2024-05-03
2023-12-31	$447,568	1,016	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.