Concurrent Investment Advisors, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 2001015
Tampa, FL
Position in FERG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$927,485
+$387,023 QoQ
Shares Held
3,908
+68.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#499
of 932 holders
Holding Since
Dec 2025
3 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, 2026Concurrent Investment Advisors, LLC holds $12,416,577 across 10 Industrial Distribution names. FERG ranks #7 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POOL |
Pool Corp
|
11,805 | $2,536,894 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
1,453 | $1,976,661 | |
| 3 | FAST |
Fastenal Co
|
38,672 | $1,857,415 | |
| 4 | WSO |
Watsco Inc
|
4,131 | $1,721,511 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
3,282 | $1,109,807 | |
| 6 | QXO |
QXO, Inc.
|
62,900 | $1,086,911 | |
| 7 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
3,908 | $927,485 | |
| 8 | WCC |
Wesco International Inc
|
1,842 | $636,282 |
All Filings in FERG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $927,485 | 3,908 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $540,462 | 2,317 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $516,055 | 2,318 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||