Position in FERG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$286,693
+$46,476 QoQ
Shares Held
1,208
+12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#677
of 932 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Lido Advisors, LLC holds $13,406,194 across 8 Industrial Distribution names. FERG ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
111,805 | $5,369,993 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
3,691 | $5,021,235 | |
| 3 | WCC |
Wesco International Inc
|
2,506 | $865,647 | |
| 4 | MSM |
Msc Industrial Direct Co Inc
|
4,807 | $571,792 | |
| 5 | REZI |
Resideo Technologies, Inc.
|
22,407 | $484,941 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
1,316 | $445,005 | |
| 7 | WSO |
Watsco Inc
|
866 | $360,888 | |
| 8 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
1,208 | $286,693 |
All Filings in FERG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,693 | 1,208 | Shares | Defined | 2026-08-07 | |
| 2025-12-31 | $240,217 | 1,079 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $236,482 | 1,053 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||