Ferguson Wellman Capital Management, Inc Portfolio Holdings
Ferguson Wellman Capital Management, Inc
- $4.97 Billion
- Q1 2025
Ferguson Wellman Capital Management, Inc has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.97 Billion distributed in 358 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $352M, Apple Inc. with a value of $276M, Nvidia Corp with a value of $210M, Alphabet Inc. with a value of $207M, and Jpmorgan Chase & CO with a value of $190M.
Examining the 13F form we can see an decrease of $102M in the current position value, from $5.07B to 4.97B.
Below you can find more details about Ferguson Wellman Capital Management, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$4.97 Billion
Technology: $1.39 Billion
Financial Services: $787 Million
Healthcare: $576 Million
Communication Services: $400 Million
Consumer Defensive: $382 Million
Consumer Cyclical: $378 Million
Industrials: $338 Million
ETFs: $297 Million
Other: $424 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 358
- Current Value $4.97 Billion
- Prior Value $5.07 Billion
- Filing
- Period Q1 2025
- Filing Date April 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 27 stocks
- Additional Purchases 153 stocks
- Sold out of 0 stocks
- Reduced holdings in 126 stocks