Position in FERG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$846,793
+$13,356 QoQ
Shares Held
3,568
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#510
of 932 holders
Holding Since
Mar 2026
2 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, 2026Apella Capital, LLC holds $1,116,152 across 2 Industrial Distribution names. FERG ranks #1 (75.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
3,568 | $846,793 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
198 | $269,359 |
All Filings in FERG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $846,793 | 3,568 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $833,437 | 3,573 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||