Ferguson Wellman Capital Management, Inc Portfolio Holdings
Ferguson Wellman Capital Management, Inc
- $5.48 Billion
- Q2 2025
Ferguson Wellman Capital Management, Inc has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.48 Billion distributed in 340 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $472M, Nvidia Corp with a value of $313M, Apple Inc. with a value of $256M, Alphabet Inc. with a value of $242M, and Jpmorgan Chase & CO with a value of $221M.
Examining the 13F form we can see an increase of $502M in the current position value, from $4.97B to 5.48B.
Below you can find more details about Ferguson Wellman Capital Management, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$5.48 Billion
Technology: $1.67 Billion
Financial Services: $868 Million
Healthcare: $510 Million
Communication Services: $447 Million
Industrials: $445 Million
Consumer Defensive: $406 Million
Consumer Cyclical: $406 Million
ETFs: $319 Million
Other: $401 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 340
- Current Value $5.48 Billion
- Prior Value $4.97 Billion
- Filing
- Period Q2 2025
- Filing Date July 10, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 12 stocks
- Additional Purchases 81 stocks
- Sold out of 0 stocks
- Reduced holdings in 176 stocks