ELEVATION POINT WEALTH PARTNERS, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1744349
DENVER, CO
Position in FERG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,090,985
-$54,526 QoQ
Shares Held
13,024
-3.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#360
of 932 holders
Holding Since
Sep 2024
8 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $8,673,516 across 9 Industrial Distribution names. FERG ranks #1 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
13,024 | $3,090,985 | |
| 2 | FAST |
Fastenal Co
|
37,801 | $1,815,582 | |
| 3 | POOL |
Pool Corp
|
4,406 | $946,849 | |
| 4 | WSO |
Watsco Inc
|
1,855 | $773,034 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
367 | $499,266 | |
| 6 | QXO |
QXO, Inc.
|
27,826 | $480,833 | |
| 7 | WCC |
Wesco International Inc
|
1,277 | $441,114 | |
| 8 | AIT |
Applied Industrial Technologies Inc
|
1,120 | $378,728 |
All Filings in FERG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,090,985 | 13,024 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,145,511 | 13,485 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $607,112 | 2,727 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $478,579 | 2,131 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,219,090 | 10,191 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $922,604 | 5,758 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $2,081,104 | 11,990 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $2,693,006 | 13,562 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||