CLIFFORD SWAN INVESTMENT COUNSEL LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1034642
PASADENA, CA
Position in FERG
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$17,586,389
+$60,167 QoQ
Shares Held
74,101
-1.4% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#191
of 932 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $55,721,319 across 3 Industrial Distribution names. FERG ranks #2 (31.6% of the industry book) .
All Filings in FERG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,586,389 | 74,101 | Shares | Other | 2026-08-20 | |
| 2026-03-31 | $17,526,222 | 75,136 | Shares | Other | 2026-05-06 | |
| 2025-12-31 | $16,775,614 | 75,352 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $16,821,041 | 74,900 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $15,828,682 | 72,692 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $9,387,714 | 58,589 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $5,826,397 | 33,568 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,157,064 | 15,899 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||