Position in SPGI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$665,024
+$4,897 QoQ
Shares Held
1,824
+11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,164
of 1,991 holders
Holding Since
Dec 2025
3 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, 2026Ebert Capital Management Inc. holds $1,194,821 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,824 | $665,024 | |
| 2 | MSCI |
MSCI Inc.
|
946 | $529,797 |
All Filings in SPGI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,024 | 1,726 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $660,127 | 1,552 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $689,296 | 1,319 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||