Position in SPGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$24,028
+$8,716 QoQ
Shares Held
62
+63.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,827
of 1,991 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $114,375 across 7 Financial Data & Stock Exchanges names. SPGI ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
101 | $45,744 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
62 | $24,028 | |
| 3 | FDS |
Factset Research Systems Inc
|
66 | $15,185 | |
| 4 | CME |
Cme Group Inc.
|
52 | $11,483 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
88 | $10,833 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
83 | $6,542 | |
| 7 | MSCI |
MSCI Inc.
|
1 | $560 |
All Filings in SPGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,028 | 59 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $15,312 | 36 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $23,516 | 45 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $27,742 | 57 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $29,000 | 55 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $44,712 | 88 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||