Sequoia Financial Advisors, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1599900
Akron, OH
Position in FERG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,710,674
-$89,393 QoQ
Shares Held
7,208
-6.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#421
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, 2026Sequoia Financial Advisors, LLC holds $20,713,305 across 11 Industrial Distribution names. FERG ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WCC |
Wesco International Inc
|
23,336 | $8,060,954 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
2,559 | $3,481,263 | |
| 3 | FAST |
Fastenal Co
|
53,715 | $2,579,931 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
7,208 | $1,710,674 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
3,508 | $1,186,230 | |
| 6 | DNOW |
DNOW Inc.
|
86,530 | $1,122,294 | |
| 7 | MSM |
Msc Industrial Direct Co Inc
|
7,834 | $931,854 | |
| 8 | WSO |
Watsco Inc
|
1,536 | $640,097 |
All Filings in FERG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,710,674 | 7,208 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,800,067 | 7,717 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,569,986 | 7,052 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,022,961 | 4,555 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $804,368 | 3,694 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $386,474 | 2,412 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $480,094 | 2,766 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $478,553 | 2,410 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||