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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 4 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TTE Total S.A. - Spon ADR Energy 7,087.0 $645K 0.01% NEW $90.98 +2.2%
62 IAU iShares Gold Trust Financial Services 7,036.0 $620K 0.01% NEW $88.16 -3.8%
63 Ascendis Pharma A/S ADR 2,600.0 $595K 0.01% NEW $228.73
64 VEU Vanguard FTSE AllWorld ex-US I 7,868.0 $591K 0.01% NEW $75.10 +8.1%
65 UL Unilever PLC ADR Consumer Defensive 10,130.0 $577K 0.01% NEW $56.97 +1.1%
66 BMO Bank of Montreal Financial Services 4,238.0 $574K 0.01% NEW $135.34 +14.2%
67 ING ING Groep NV Sponsored ADR Financial Services 21,076.0 $549K 0.01% NEW $26.05 +13.1%
68 ACWI iShares MSCI ACWI ETF 3,735.0 $517K 0.01% NEW $138.37 +11.2%
69 FNDF Schwab Fundamental Intl Lg Co 9,409.0 $460K 0.01% NEW $48.93 +7.9%
70 NXPI NXP Semiconductors NV Technology 2,271.0 $447K 0.01% NEW $196.86 +50.2%
71 IXC iShares Global Energy ETF 7,364.0 $424K 0.01% NEW $57.61 -0.1%
72 DLS WisdomTree International Small 5,190.0 $423K 0.01% NEW $81.50 +6.2%
73 SCHA Schwab US Small Cap ETF 13,271.0 $386K 0.01% NEW $29.08 +10.6%
74 IWO iShares Russell 2000 Growth ET 1,229.0 $386K 0.01% NEW $313.81 +13.0%
75 EEM iShares MSCI Emerging Markets 6,756.0 $384K 0.01% NEW $56.79 +14.0%
76 ENB Enbridge Energy 6,917.0 $374K 0.01% NEW $54.14 +4.8%
77 GOVT iShares US Treasury Bond ETF 15,860.0 $363K 0.01% NEW $22.91 -1.8%
78 AGNC AGNC Investment Corp Real Estate 35,000.0 $351K 0.01% NEW $10.03 +1.6%
79 IXN iShares Global Tech ETF 3,434.0 $343K 0.01% NEW $99.97 +30.9%
80 SCHF Schwab International Equity ET 13,776.0 $341K 0.01% NEW $24.75 +8.4%
Page 4 of 6  ·  105 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%