EVOLVE PRIVATE WEALTH, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 2111131
LOS ANGELES, CA
Position in FERG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$238,516
-$228,703 QoQ
Shares Held
1,005
-49.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#702
of 932 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $4,124,605 across 7 Industrial Distribution names. FERG ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
|
3,616 | $1,222,750 | |
| 2 | DXPE |
Dxp Enterprises Inc
|
5,776 | $974,642 | |
| 3 | WCC |
Wesco International Inc
|
2,235 | $772,036 | |
| 4 | QXO |
QXO, Inc.
|
25,089 | $433,537 | |
| 5 | SITE |
SiteOne Landscape Supply, Inc.
|
2,320 | $265,431 | |
| 6 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
1,005 | $238,516 | |
| 7 | POOL |
Pool Corp
|
1,013 | $217,693 |
All Filings in FERG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,516 | 1,005 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $467,219 | 2,003 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $541,881 | 2,434 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||