Position in FERG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,503,722
+$20,656 QoQ
Shares Held
6,336
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#438
of 938 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Lee Financial Co holds $2,949,232 across 2 Industrial Distribution names. FERG ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
6,336 | $1,503,722 | |
| 2 | FAST |
Fastenal Co
|
30,096 | $1,445,510 |
All Filings in FERG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,503,722 | 6,336 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $1,483,066 | 6,358 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,422,160 | 6,388 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $1,612,483 | 7,180 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,581,082 | 7,261 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $1,050,467 | 6,556 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,105,813 | 6,371 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,285,740 | 6,475 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||