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Portfolio (Quarterly) Guide ↗

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

· CIK 0000869353
13F Portfolio $7.3B AUM 515 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 105 New 76 Added 133 Reduced 56 Exited
Page 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 Invesco Balanced-Risk Commodit 38,706 $267K 0.00% SOLD
42 SEI Instl Mgd S&P 500 Index A 2,454 $249K 0.00% SOLD
43 Deutsche Science & Technology 5,599 $247K 0.00% SOLD
44 Neuberger Berman Sustainable E 4,184 $233K 0.00% SOLD
45 American Century Growth Fund 4,030 $230K 0.00% SOLD
46 WSM William-Sonoma Consumer Cyclical 1,285 $229K 0.00% SOLD
47 BR Broadridge Financial Solutions Technology 1,007 $225K 0.00% SOLD
48 Fidelity Advisor New Insights 4,500 $220K 0.00% SOLD
49 EFX Equifax Inc Industrials 1,004 $218K 0.00% SOLD
50 Oakmark Fund Class 1 1,259 $217K 0.00% SOLD
51 Constellation Energy Group 611 $216K 0.00% SOLD
52 Schwab Target 2040 10,762 $212K 0.00% SOLD
53 FTV Fortive Corp Technology 3,832 $212K 0.00% SOLD
54 Schwab Target 2040 Index 10,189 $205K 0.00% SOLD
55 RPM RPM International Basic Materials 1,939 $202K 0.00% SOLD
56 Russell Inv LifePoints Growth 10,059 $136K 0.00% SOLD
Page 3 of 3  ·  56 positions
Sector Allocation
Technology 31.2%
Financial Services 16.6%
Healthcare 11.1%
Communication Services 8.8%
Industrials 7.7%
Consumer Cyclical 7.4%
Consumer Defensive 6.7%
Energy 5.3%
Utilities 3.2%
Basic Materials 1.1%