Rialto Wealth Management, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 2054966
SYRACUSE, NY
Position in FERG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,493
+$2,029 QoQ
Shares Held
40
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#847
of 932 holders
Holding Since
Mar 2025
6 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, 2026Rialto Wealth Management, LLC holds $66,075 across 10 Industrial Distribution names. FERG ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
|
70 | $29,171 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
40 | $9,493 | |
| 3 | WCC |
Wesco International Inc
|
20 | $6,908 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
5 | $6,802 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
16 | $5,410 | |
| 6 | FAST |
Fastenal Co
|
103 | $4,947 | |
| 7 | MSM |
Msc Industrial Direct Co Inc
|
14 | $1,665 | |
| 8 | CNM |
Core & Main, Inc.
|
23 | $1,109 |
All Filings in FERG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,493 | 40 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,464 | 32 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,897 | 22 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $4,716 | 21 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,919 | 18 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $640 | 4 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||