Capital Advisors, Ltd. LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1597878
SHAKER HEIGHTS, OH
Position in FERG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,645
-$119 QoQ
Shares Held
28
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#859
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, 2026Capital Advisors, Ltd. LLC holds $47,913 across 7 Industrial Distribution names. FERG ranks #4 (13.9% 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 | $6,645 | 28 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,764 | 29 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,233 | 28 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,288 | 28 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $6,097 | 28 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4 | 28 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,859 | 28 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,758 | 29 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||