Position in TRU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$12,768
+$1,214 QoQ
Shares Held
177
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#432
of 518 holders
Holding Since
Jun 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $5,454,620 across 11 Financial Data & Stock Exchanges names. TRU ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
13,469 | $4,909,852 | |
| 2 | CME |
Cme Group Inc.
|
1,182 | $261,021 | |
| 3 | MCO |
Moodys Corp /De/
|
130 | $58,879 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
466 | $57,369 | |
| 5 | FDS |
Factset Research Systems Inc
|
172 | $39,573 | |
| 6 | MSCI |
MSCI Inc.
|
63 | $35,282 | |
| 7 | COIN |
Coinbase Global, Inc.
|
238 | $34,793 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
316 | $24,907 |
All Filings in TRU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,768 | 177 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $11,554 | 167 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $12,433 | 145 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,310 | 135 | Shares | Sole | 2025-10-17 | |
| 2020-06-30 | $1,305 | 15 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||