Cornerstone Planning Group LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1822587
FAIRFIELD, NJ
Position in FERG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$52,687
+$1,604 QoQ
Shares Held
222
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#788
of 938 holders
Holding Since
Jun 2024
9 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, 2026Cornerstone Planning Group LLC holds $209,887 across 12 Industrial Distribution names. FERG ranks #3 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
1,492 | $71,660 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
50 | $68,020 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
222 | $52,687 | |
| 4 | WCC |
Wesco International Inc
|
17 | $5,872 | |
| 5 | WSO |
Watsco Inc
|
11 | $4,584 | |
| 6 | POOL |
Pool Corp
|
12 | $2,578 | |
| 7 | AIT |
Applied Industrial Technologies Inc
|
4 | $1,352 | |
| 8 | QXO |
QXO, Inc.
|
60 | $1,036 |
All Filings in FERG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,687 | 222 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $51,083 | 219 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $43,858 | 197 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $28,746 | 128 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,016 | 46 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,857 | 74 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,339 | 25 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,779 | 14 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,130 | 11 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||