Global Retirement Partners, LLC
PensionPosition in FERG — Ferguson Enterprises Inc. /DE/
CIK 1749744
San Rafael, CA
Position in FERG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$316,598
+$47,216 QoQ
Shares Held
1,334
+10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#662
of 932 holders
Holding Since
Sep 2024
6 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, 2026Global Retirement Partners, LLC holds $4,960,955 across 17 Industrial Distribution names. FERG ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
1,507 | $2,050,122 | |
| 2 | WCC |
Wesco International Inc
|
1,907 | $658,735 | |
| 3 | FAST |
Fastenal Co
|
13,150 | $631,594 | |
| 4 | QXO |
QXO, Inc.
|
29,125 | $503,280 | |
| 5 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
1,334 | $316,598 | |
| 6 | REZI |
Resideo Technologies, Inc.
|
10,924 | $236,422 | |
| 7 | WSO |
Watsco Inc
|
366 | $152,523 | |
| 8 | CNM |
Core & Main, Inc.
|
2,651 | $127,910 |
All Filings in FERG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,598 | 1,334 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $269,382 | 1,210 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $101,285 | 451 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $90,584 | 416 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $577,640 | 3,328 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $666,599 | 3,357 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||