Pinnacle Wealth Planning Services, Inc.
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1726752
MANSFIELD, OH
Position in FERG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$525,768
+$24,628 QoQ
Shares Held
2,254
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $2,479,559 across 16 Industrial Distribution names. FERG ranks #3 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
642 | $700,300 | |
| 2 | WSO |
Watsco Inc
|
1,622 | $590,067 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
2,254 | $525,768 | |
| 4 | FAST |
Fastenal Co
|
3,346 | $155,254 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
478 | $126,822 | |
| 6 | REZI |
Resideo Technologies, Inc.
|
2,877 | $96,983 | |
| 7 | DXPE |
Dxp Enterprises Inc
|
548 | $76,572 | |
| 8 | POOL |
Pool Corp
|
315 | $63,733 |
All Filings in FERG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $525,768 | 2,254 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $501,140 | 2,251 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $219,221 | 1,104 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $316,424 | 1,634 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||