JFS WEALTH ADVISORS, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1568068
HERMITAGE, PA
Position in FERG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$22,309
+$1,083 QoQ
Shares Held
94
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#813
of 932 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $187,715 across 13 Industrial Distribution names. FERG ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
42 | $57,136 | |
| 2 | FAST |
Fastenal Co
|
708 | $34,005 | |
| 3 | WCC |
Wesco International Inc
|
77 | $26,598 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
94 | $22,309 | |
| 5 | WSO |
Watsco Inc
|
36 | $15,002 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
40 | $13,526 | |
| 7 | REZI |
Resideo Technologies, Inc.
|
283 | $6,126 | |
| 8 | CNM |
Core & Main, Inc.
|
123 | $5,934 |
All Filings in FERG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,309 | 94 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $21,226 | 91 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $19,814 | 89 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $10,779 | 48 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,274 | 38 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,133 | 57 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $9,719 | 56 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $12,509 | 63 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||