Position in FERG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,170
+$106 QoQ
Shares Held
26
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#862
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, 2026LGT Financial Advisors LLC holds $9,503 across 2 Industrial Distribution names. FERG ranks #1 (64.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
26 | $6,170 | |
| 2 | WSO |
Watsco Inc
|
8 | $3,333 |
All Filings in FERG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,170 | 26 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,064 | 26 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,565 | 25 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,614 | 25 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,660 | 26 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,005 | 25 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $34,366 | 198 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,062 | 96 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||