TRB Wealth Management, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 2130988
HOUSTON, TX
Position in FERG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$204,103
New position
Shares Held
860
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#745
of 932 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Industrial Distribution
Industrials · as of Jun 30, 2026TRB Wealth Management, LLC holds $408,758 across 2 Industrial Distribution names. FERG ranks #2 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
4,261 | $204,655 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
860 | $204,103 |
All Filings in FERG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,103 | 860 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||