Independent Advisor Alliance

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 1696899 CHARLOTTE, NC

Position in FERG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$270,792

-$1,655 QoQ

Shares Held

1,141

-2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#687

of 932 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Independent Advisor Alliance holds $5,914,819 across 4 Industrial Distribution names. FERG ranks #3 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FAST	Fastenal Co	77,897	$3,741,392
2	GWW	W.W. Grainger, Inc.	1,231	$1,674,652
3	FERG	Ferguson Enterprises Inc. /DE/ This page	1,141	$270,792
4	WCC	Wesco International Inc	660	$227,983

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$270,792	1,141	-2.3%	Shares	Sole	2026-08-12
2026-03-31	$272,447	1,168	+1.3%	Shares	Sole	2026-05-12
2025-12-31	$256,691	1,153	+3.2%	Shares	Sole	2026-02-04
2025-09-30	$250,855	1,117	+12.4%	Shares	Sole	2025-11-04
2025-06-30	$216,443	994	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.