Position in FERG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$217,868
+$9,801 QoQ
Shares Held
918
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#728
of 932 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Derivatives in FERG
reported options exposure · as of Dec 31, 2025CallValue
$99
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Savvy Advisors, Inc. holds $3,071,134 across 6 Industrial Distribution names. FERG ranks #6 (7.1% of the industry book) .
All Filings in FERG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,868 | 918 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $208,067 | 892 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $268,937 | 1,208 | Shares | Sole | 2026-01-20 | |
| 2025-12-31 | $99 | 400 | Call | Sole | 2026-01-20 | |
| 2025-09-30 | $296,670 | 1,321 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||