Planning Strategies Inc.
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 2139665
LANCASTER, PA
Position in FERG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,135
New position
Shares Held
9
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#898
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, 2026Planning Strategies Inc. holds $10,517 across 8 Industrial Distribution names. FERG ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
78 | $3,746 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
9 | $2,135 | |
| 3 | WCC |
Wesco International Inc
|
6 | $2,072 | |
| 4 | POOL |
Pool Corp
|
8 | $1,719 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
1 | $338 | |
| 6 | SITE |
SiteOne Landscape Supply, Inc.
|
2 | $228 | |
| 7 | CNM |
Core & Main, Inc.
|
4 | $193 | |
| 8 | QXO |
QXO, Inc.
|
5 | $86 |
All Filings in FERG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,135 | 9 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||