Applied Capital LLC/FL

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 1965393 Hollywood, FL

Position in FERG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,880,128

+$32,243 QoQ

Shares Held

7,922

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#407

of 932 holders

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Applied Capital LLC/FL holds $5,981,285 across 3 Industrial Distribution names. FERG ranks #2 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSO	Watsco Inc	7,295	$3,040,045
2	FERG	Ferguson Enterprises Inc. /DE/ This page	7,922	$1,880,128
3	GWW	W.W. Grainger, Inc.	780	$1,061,112

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,880,128	7,922	0.0%	Shares	Sole	2026-07-15
2026-03-31	$1,847,885	7,922	-2.5%	Shares	Sole	2026-05-07
2025-12-31	$1,808,200	8,122	+1.1%	Shares	Sole	2026-01-16
2025-06-30	$1,749,185	8,033	+4.2%	Shares	Sole	2025-07-24
2024-12-31	$1,338,571	7,712	-0.0%	Shares	Sole	2025-01-21
2024-09-30	$1,531,967	7,715	—	Shares	Sole	2024-10-15
No filing history on record for this holder in this stock.