Position in FERG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$116,291
+$6,426 QoQ
Shares Held
490
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#760
of 932 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $3,688,313 across 19 Industrial Distribution names. FERG ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
37,691 | $1,810,298 | |
| 2 | WCC |
Wesco International Inc
|
1,333 | $460,458 | |
| 3 | AIT |
Applied Industrial Technologies Inc
|
1,200 | $405,780 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
232 | $315,612 | |
| 5 | WSO |
Watsco Inc
|
722 | $300,879 | |
| 6 | REZI |
Resideo Technologies, Inc.
|
6,711 | $145,237 | |
| 7 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
490 | $116,291 | |
| 8 | SITE |
SiteOne Landscape Supply, Inc.
|
451 | $51,598 |
All Filings in FERG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,291 | 490 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $109,865 | 471 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $95,508 | 429 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $44,916 | 200 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $28,089 | 129 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $84,921 | 530 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $95,984 | 553 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $104,050 | 524 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||