Position in FERG
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$68,351
+$2,572 QoQ
Shares Held
288
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#774
of 932 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026CX Institutional holds $3,112,518 across 10 Industrial Distribution names. FERG ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
1,157 | $1,573,982 | |
| 2 | FAST |
Fastenal Co
|
17,368 | $834,185 | |
| 3 | AIT |
Applied Industrial Technologies Inc
|
959 | $324,285 | |
| 4 | POOL |
Pool Corp
|
1,349 | $289,900 | |
| 5 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
288 | $68,351 | |
| 6 | WCC |
Wesco International Inc
|
43 | $14,853 | |
| 7 | CNM |
Core & Main, Inc.
|
56 | $2,702 | |
| 8 | REZI |
Resideo Technologies, Inc.
|
78 | $1,679 |
All Filings in FERG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,351 | 288 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $65,779 | 282 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $62,559 | 281 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $67,374 | 300 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1 | 3 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||