KELLEHER FINANCIAL ADVISORS
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1507971
NEW YORK, NY
Position in FERG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$177,997
+$90,525 QoQ
Shares Held
750
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#751
of 932 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $374,173 across 6 Industrial Distribution names. FERG ranks #1 (47.6% of the industry book) .
All Filings in FERG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,997 | 750 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $87,472 | 375 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $83,486 | 375 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $84,217 | 375 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||