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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 6 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TM Toyota Motor Corp Consumer Cyclical 986.0 $203K 0.00% NEW $206.09 -7.6%
102 MPWR Monolithic Power Systems Inc Technology 183.0 $200K 0.00% NEW $1093.35 +47.6%
103 SAN Banco Santander S.A. Financial Services 10,000.0 $113K 0.00% NEW $11.28 +5.0%
104 AEG Aegon N.V. - Amer Reg Shrs Financial Services 12,271.0 $89K 0.00% NEW $7.26 +15.6%
105 Sony Financial Group Inc ADR 10,221.0 $46K 0.00% NEW $4.51
Page 6 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%