JPL Wealth Management, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 2010710
GREENWOOD VILLAGE, CO
Position in FERG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,255
+$392 QoQ
Shares Held
39
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#848
of 932 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026JPL Wealth Management, LLC holds $76,671 across 9 Industrial Distribution names. FERG ranks #5 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
524 | $25,166 | |
| 2 | MSM |
Msc Industrial Direct Co Inc
|
113 | $13,441 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
9 | $12,243 | |
| 4 | AIT |
Applied Industrial Technologies Inc
|
29 | $9,806 | |
| 5 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
39 | $9,255 | |
| 6 | POOL |
Pool Corp
|
15 | $3,223 | |
| 7 | DNOW |
DNOW Inc.
|
138 | $1,789 | |
| 8 | WCC |
Wesco International Inc
|
5 | $1,727 |
All Filings in FERG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,255 | 39 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,863 | 38 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $8,982 | 40 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||