Simplicity Wealth,LLC

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 1913243 SUMMIT, NJ

Position in FERG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$780,815

+$30,418 QoQ

Shares Held

3,290

+2.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#523

of 932 holders

Holding Since

Sep 2024

6 quarters on record

Industrials · as of Jun 30, 2026

Simplicity Wealth,LLC holds $3,242,382 across 5 Industrial Distribution names. FERG ranks #3 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	655	$891,062
2	WSO	Watsco Inc	1,951	$813,040
3	FERG	Ferguson Enterprises Inc. /DE/ This page	3,290	$780,815
4	SITE	SiteOne Landscape Supply, Inc.	4,776	$546,422
5	FAST	Fastenal Co	4,394	$211,043

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$780,815	3,290	+2.3%	Shares	Sole	2026-08-06
2026-03-31	$750,397	3,217	+2.7%	Shares	Sole	2026-04-30
2025-12-31	$697,277	3,132	+1.6%	Shares	Sole	2026-01-30
2025-09-30	$692,604	3,084	+64.0%	Shares	Sole	2025-10-30
2025-06-30	$409,587	1,881	+86.1%	Shares	Sole	2025-07-22
2024-09-30	$200,754	1,011	—	Shares	Sole	2024-10-10
No filing history on record for this holder in this stock.