SEC 13F Intelligence

Lederer & Associates Investment Counsel/Ca / SPGI

Lederer & Associates Investment Counsel/Ca’s S&P Global Inc Position

Does Lederer & Associates Investment Counsel/Ca own S&P Global Inc (SPGI)? Yes — 4.2K shares worth $2M (+1.12% of its 13F portfolio) as of Q2 2026, up from 4.2K shares the prior filed quarter.

Position Value
$2M
Q2 2026
Shares
4.2K
% of Portfolio
+1.12%
Quarters Held
29
currently held

Position History SPGI

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ1 ’20: $1MQ1 ’20Q2 ’20: $2MQ4 ’20: $2MQ1 ’21: $2MQ2 ’21: $2MQ2 ’21Q3 ’21: $2MQ4 ’21: $3MQ1 ’22: $2MQ2 ’22: $2MQ2 ’22Q3 ’22: $2MQ4 ’22: $2MQ1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ1 ’26: $2MQ2 ’26: $2MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20264.2K$2M+1.12%
Q1 20264.2K$2M+1.26%
Q4 20254.2K$2M+1.47%
Q3 20254.0K$2M+1.25%
Q2 20254.3K$2M+1.49%
Q1 20254.3K$2M+1.61%
Q4 20244.2K$2M+1.45%
Q3 20244.3K$2M+1.56%
Q2 20244.4K$2M+1.43%
Q1 20244.7K$2M+1.38%
Q4 20234.8K$2M+1.56%
Q3 20234.9K$2M+1.42%
Q2 20234.9K$2M+1.49%
Q1 20235.1K$2M+1.36%
Q4 20225.1K$2M+1.40%
Q3 20225.2K$2M+1.35%
Q2 20225.3K$2M+1.38%
Q1 20225.4K$2M+1.35%
Q4 20215.4K$3M+1.47%
Q3 20215.5K$2M+1.52%
Q2 20215.5K$2M+1.51%
Q1 20215.3K$2M+1.32%
Q4 20205.5K$2M+1.38%
Q2 20205.8K$2M+1.78%
Q1 20205.8K$1M+1.61%
Q4 20196.3K$2M+1.50%
Q3 20196.2K$2M+1.45%
Q2 20198.2K$2M+1.72%
Q1 20198.5K$2M+1.67%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lederer & Associates Investment Counsel/Ca’s full portfolio or all institutional holders of SPGI.