Lloyd Advisory Services, LLC.
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1802474
SUWANEE, GA
Position in FERG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,610
-$2,065 QoQ
Shares Held
11
-47.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#891
of 932 holders
Holding Since
Dec 2025
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, 2026Lloyd Advisory Services, LLC. holds $5,110 across 2 Industrial Distribution names. FERG ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
11 | $2,610 | |
| 2 | WSO |
Watsco Inc
|
6 | $2,500 |
All Filings in FERG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,610 | 11 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $4,675 | 21 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||