BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in SPGI — S&P Global Inc.

CIK 911274 CANTON, OH

Back to SPGI Full portfolio

Position in SPGI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$317,255

-$256,528 QoQ

Shares Held

823

-42.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,452

of 1,991 holders

Holding Since

Jun 2020

7 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, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $13,883,941 across 4 Financial Data & Stock Exchanges names. SPGI ranks #3 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	104,412	$12,854,161
2	MCO	Moodys Corp /De/	1,053	$476,924
3	SPGI	S&P Global Inc. This page	823	$317,255
4	FDS	Factset Research Systems Inc	1,024	$235,601

All Filings in SPGI

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,255	779	-42.3%	Shares	Sole	2026-07-29
2026-03-31	$573,783	1,349	+208.0%	Shares	Sole	2026-04-16
2025-06-30	$230,953	438	-0.2%	Shares	Sole	2025-08-07
2025-03-31	$223,055	439	+5.0%	Shares	Sole	2025-04-08
2024-12-31	$208,176	418	-0.9%	Shares	Sole	2025-01-28
2024-09-30	$218,013	422	+224.6%	Shares	Sole	2024-10-22
2020-06-30	$42,832	130	—	Shares	Sole	2020-07-17
No filing history on record for this holder in this stock.