Cape Investment Advisory, Inc.
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1944437
MCDONOUGH, GA
Position in FERG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$81,404
+$66,712 QoQ
Shares Held
343
+419.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#769
of 932 holders
Holding Since
Dec 2024
3 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, 2026Cape Investment Advisory, Inc. holds $201,312 across 6 Industrial Distribution names. FERG ranks #2 (40.4% of the industry book) .
All Filings in FERG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,404 | 343 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $14,692 | 66 | Shares | Defined | 2026-02-17 | |
| 2024-12-31 | $173 | 1 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||