Values First Advisors, Inc.
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1913608
JOHNSON CITY, TN
Position in FERG
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$300,205
+$20,582 QoQ
Shares Held
1,287
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Values First Advisors, Inc. holds $2,348,921 across 3 Industrial Distribution names. FERG ranks #3 (12.8% of the industry book) .
All Filings in FERG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $300,205 | 1,287 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $279,623 | 1,256 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $240,974 | 1,073 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $236,694 | 1,087 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $236,339 | 1,475 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $337,593 | 1,945 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $415,408 | 2,092 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||