Position in SPGI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,552
+$1,747 QoQ
Shares Held
22
+29.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,897
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, 2026HFM Investment Advisors, LLC holds $26,295 across 11 Financial Data & Stock Exchanges names. SPGI ranks #1 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
22 | $8,552 | |
| 2 | MCO |
Moodys Corp /De/
|
9 | $4,076 | |
| 3 | CME |
Cme Group Inc.
|
10 | $2,208 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
9 | $2,184 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
15 | $1,846 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
23 | $1,812 | |
| 7 | MSCI |
MSCI Inc.
|
3 | $1,680 | |
| 8 | TRU |
TransUnion
|
19 | $1,370 |
All Filings in SPGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,552 | 21 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,805 | 16 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,361 | 16 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,787 | 16 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,436 | 16 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,621 | 15 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||