Scholtz & Company, LLC
- SEC CIK
- 0001606134
- Latest filing
- Aug 11, 2026
SPGI holding history
S&P Global Inc. in every 13F filed by Scholtz & Company, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings
- Shares (Q2 2026)
- 9,958
- Value
- $4.06M
- % of portfolio
- 2.0%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 9,958 | $4.06M | 2.0% | −227−2.2% | Reduced | Holders |
| Q1 2026 | 10,185 | $4.33M | 2.2% | +709+7.5% | Added | Holders |
| Q4 2025 | 9,476 | $4.95M | 2.2% | +1,340+16.5% | Added | Holders |
| Q3 2025 | 8,136 | $3.96M | 1.7% | −98−1.2% | Reduced | Holders |
| Q2 2025 | 8,234 | $4.34M | 1.9% | −45−0.5% | Reduced | Holders |
| Q1 2025 | 8,279 | $4.21M | 2.1% | +43+0.5% | Added | Holders |
| Q4 2024 | 8,236 | $4.10M | 2.0% | +412+5.3% | Added | Holders |
| Q3 2024 | 7,824 | $4.04M | 1.9% | −2,878−26.9% | Reduced | Holders |
| Q2 2024 | 10,702 | $4.77M | 2.0% | +926+9.5% | Added | Holders |
| Q1 2024 | 9,776 | $4.16M | 1.8% | −1,828−15.8% | Reduced | Holders |
| Q4 2023 | 11,604 | $5.11M | 2.5% | −2,487−17.6% | Reduced | Holders |
| Q3 2023 | 14,091 | $5.15M | 3.4% | −1,480−9.5% | Reduced | Holders |
| Q2 2023 | 15,571 | $6.24M | 3.9% | −239−1.5% | Reduced | Holders |
| Q1 2023 | 15,810 | $5.45M | 3.9% | +10,338+188.9% | Added | Holders |
| Q4 2022 | 5,472 | $1.83M | 1.3% | −311−5.4% | Reduced | Holders |
| Q3 2022 | 5,783 | $2.06M | 1.5% | −392−6.3% | Reduced | Holders |
| Q2 2022 | 6,175 | $2.08M | 1.3% | −9,083−59.5% | Reduced | Holders |
| Q1 2022 | 15,258 | $6.26M | 2.5% | +1,772+13.1% | Added | Holders |
| Q4 2021 | 13,486 | $6.36M | 2.1% | +38+0.3% | Added | Holders |
| Q3 2021 | 13,448 | $5.71M | 2.0% | +122+0.9% | Added | Holders |
| Q2 2021 | 13,326 | $5.47M | 1.9% | +235+1.8% | Added | Holders |
| Q1 2021 | 13,091 | $4.62M | 1.8% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.