West Family Investments, Inc.

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 1568303 CARLSBAD, CA

Position in FERG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$249,908

-$207,596 QoQ

Shares Held

1,053

-48.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#699

of 932 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

West Family Investments, Inc. holds $1,851,635 across 5 Industrial Distribution names. FERG ranks #5 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AIT	Applied Industrial Technologies Inc	1,432	$484,230
2	MSM	Msc Industrial Direct Co Inc	3,613	$429,766
3	POOL	Pool Corp	1,933	$415,401
4	FAST	Fastenal Co	5,670	$272,330
5	FERG	Ferguson Enterprises Inc. /DE/ This page	1,053	$249,908

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,908	1,053	-48.8%	Shares	Sole	2026-08-10
2025-12-31	$457,504	2,055	0.0%	Shares	Sole	2026-02-11
2025-09-30	$461,511	2,055	0.0%	Shares	Sole	2025-11-12
2025-06-30	$447,476	2,055	+64.1%	Shares	Sole	2025-08-13
2025-03-31	$200,607	1,252	0.0%	Shares	Sole	2025-05-02
2024-12-31	$217,309	1,252	-0.6%	Shares	Sole	2025-02-07
2024-09-30	$250,198	1,260	—	Shares	Sole	2024-11-08
No filing history on record for this holder in this stock.