Position in SPGI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$241,581
-$13,197 QoQ
Shares Held
663
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,569
of 1,991 holders
Holding Since
Dec 2024
7 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, 2026Sunbeam Capital Management, LLC holds $241,581 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
|
663 | $241,581 |
All Filings in SPGI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,581 | 627 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $254,778 | 599 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $315,644 | 604 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $288,132 | 592 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $311,628 | 591 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $299,779 | 590 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $293,339 | 589 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||