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Advyzon Investment Management, LLC

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 2011872 LISLE, IL

Position in FERG

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$445,467
+$45,894 QoQ
Shares Held
1,877
+9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#593
of 932 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in FERG Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

Advyzon Investment Management, LLC holds $2,831,333 across 5 Industrial Distribution names. FERG ranks #4 (15.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 FERG
Ferguson Enterprises Inc. /DE/
This page
1,877 $445,467

All Filings in FERG

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $445,467 1,877
2026-03-31 $399,573 1,713
2025-12-31 $347,525 1,561