Allied Private Wealth LLC

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 2132253 BOCA RATON, FL

Position in FERG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,373

New position

Shares Held

10

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#893

of 932 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Allied Private Wealth LLC holds $5,320 across 3 Industrial Distribution names. FERG ranks #1 (44.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FERG	Ferguson Enterprises Inc. /DE/ This page	10	$2,373
2	REZI	Resideo Technologies, Inc.	72	$1,555
3	FAST	Fastenal Co	29	$1,392

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,373	10	—	Shares	Sole	2026-07-09
No filing history on record for this holder in this stock.