OneDigital Investment Advisors LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1690370
OVERLAND PARK, KS
Position in FERG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,428,489
+$582,222 QoQ
Shares Held
6,019
+65.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#445
of 932 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $4,940,709 across 6 Industrial Distribution names. FERG ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
31,299 | $1,503,290 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
6,019 | $1,428,489 | |
| 3 | XMTR |
Xometry, Inc.
|
8,253 | $796,579 | |
| 4 | AIT |
Applied Industrial Technologies Inc
|
1,519 | $513,649 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
352 | $478,860 | |
| 6 | POOL |
Pool Corp
|
1,023 | $219,842 |
All Filings in FERG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,428,489 | 6,019 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $846,267 | 3,628 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $920,797 | 4,136 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $923,472 | 4,112 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $897,130 | 4,120 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $679,695 | 4,242 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $563,581 | 3,247 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $697,774 | 3,514 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||