RAFFA WEALTH MANAGEMENT, LLC

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 1631073 WASHINGTON, DC

Position in FERG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,509

-$4,588 QoQ

Shares Held

-51.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#873

of 932 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $39,221 across 11 Industrial Distribution names. FERG ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	13	$17,685
2	FAST	Fastenal Co	245	$11,767
3	FERG	Ferguson Enterprises Inc. /DE/ This page	19	$4,509
4	POOL	Pool Corp	9	$1,934
5	WSO	Watsco Inc	3	$1,250
6	WCC	Wesco International Inc	3	$1,036
7	SITE	SiteOne Landscape Supply, Inc.	4	$457
8	AIT	Applied Industrial Technologies Inc	1	$338

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,509	19	-51.3%	Shares	Sole	2026-07-27
2026-03-31	$9,097	39	+178.6%	Shares	Sole	2026-07-27
2025-12-31	$3,116	14	+366.7%	Shares	Sole	2026-07-27
2025-09-30	$673	3	-90.0%	Shares	Sole	2026-07-27
2023-06-30	$4,719	30	-18.9%	Shares	Sole	2026-07-27
2023-03-31	$4,948	37	+68.2%	Shares	Sole	2026-07-27
2022-12-31	$2,793	22	+214.3%	Shares	Sole	2026-07-27
2022-09-30	$720	7	0.0%	Shares	Sole	2026-07-27
2022-06-30	$774	7	0.0%	Shares	Sole	2026-07-27
2022-03-31	$938	7	0.0%	Shares	Sole	2026-07-27
2021-12-31	$1,255	7	0.0%	Shares	Sole	2026-07-27
2021-09-30	$976	7	0.0%	Shares	Sole	2026-07-27
2021-06-30	$976	7	-99.0%	Shares	Sole	2026-07-27
2021-03-31	$85,652	713	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.