Dogwood Wealth Management LLC

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 2056922 LENEXA, KS

Position in FERG

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$10,679

-$2,150 QoQ

Shares Held

-18.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#841

of 932 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Dogwood Wealth Management LLC holds $63,003 across 6 Industrial Distribution names. FERG ranks #3 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FAST	Fastenal Co	241	$11,575
2	WCC	Wesco International Inc	32	$11,053
3	FERG	Ferguson Enterprises Inc. /DE/ This page	45	$10,679
4	QXO	QXO, Inc.	600	$10,368
5	AIT	Applied Industrial Technologies Inc	29	$9,806
6	GWW	W.W. Grainger, Inc.	7	$9,522

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,679	45	-18.2%	Shares	Sole	2026-07-06
2026-03-31	$12,829	55	-6.8%	Shares	Sole	2026-05-12
2025-12-31	$13,135	59	+40.5%	Shares	Sole	2026-02-04
2025-09-30	$9,432	42	+13.5%	Shares	Sole	2025-11-12
2025-06-30	$8,056	37	+1133.3%	Shares	Sole	2025-07-18
2025-03-31	$480	3	—	Shares	Sole	2025-04-30
No filing history on record for this holder in this stock.