BEACON INVESTMENT ADVISORS LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1961635
Gaithersburg, MD
Position in FERG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,418,996
+$25,968 QoQ
Shares Held
5,979
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#446
of 932 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026BEACON INVESTMENT ADVISORS LLC holds $4,828,028 across 3 Industrial Distribution names. FERG ranks #3 (29.4% of the industry book) .
All Filings in FERG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,418,996 | 5,979 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,393,028 | 5,972 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,340,900 | 6,023 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,360,954 | 6,060 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,314,121 | 6,035 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $965,225 | 6,024 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,039,857 | 5,991 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,167,988 | 5,882 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||