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Portfolio (Quarterly) Guide ↗

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

· CIK 0000869353
13F Portfolio $6.2B AUM 358 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 358 New
Page 7 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWB iShares Russell 1000 ETF 7,593.0 $2.8M 0.04% NEW $373.44 +7.7%
122 IWF iShares Russell 1000 Growth ET 5,989.0 $2.8M 0.04% NEW $473.30 -73.8%
123 CBRE CBRE Group A Real Estate 17,432.0 $2.8M 0.04% NEW $160.79 -18.9%
124 CASY Casey's General Stores Consumer Cyclical 4,926.0 $2.7M 0.04% NEW $552.74 +54.8%
125 SBUX Starbucks Coffee Consumer Cyclical 32,332.0 $2.7M 0.04% NEW $84.21 +26.8%
126 PSX Phillips 66 Energy 20,408.0 $2.6M 0.04% NEW $129.04 +36.5%
127 HUM Humana Healthcare 10,254.0 $2.6M 0.04% NEW $256.13 +19.1%
128 AME Ametek Industrials 12,473.0 $2.6M 0.04% NEW $205.31 +9.9%
129 BMY Bristol-Myers Squibb Healthcare 46,548.0 $2.5M 0.04% NEW $53.94 +6.2%
130 WM Waste Management Industrials 10,745.0 $2.4M 0.04% NEW $219.71 +0.1%
131 EW Edwards Lifesciences CP Healthcare 26,892.0 $2.3M 0.04% NEW $85.25 -4.5%
132 SOLS Solstice Advanced Materials In Basic Materials 46,498.0 $2.3M 0.04% NEW $48.58 +75.2%
133 TMUS T-Mobile Communication Services 10,948.0 $2.2M 0.04% NEW $203.04 -8.8%
134 Dodge & Cox Stock Fund 131,168.0 $2.2M 0.04% NEW $16.59
135 KO Coca-Cola Consumer Defensive 31,080.0 $2.2M 0.04% NEW $69.91 +15.6%
136 SDY SPDR S&P Dividend ETF 15,527.0 $2.2M 0.04% NEW $139.16 +6.2%
137 DIS Walt Disney Communication Services 18,469.0 $2.1M 0.03% NEW $113.77 -9.7%
138 VUG Vanguard Growth ETF 4,069.0 $2.0M 0.03% NEW $487.86 -82.2%
139 VIG Vanguard Dvd Appreciation ETF 8,993.0 $2.0M 0.03% NEW $219.78 +4.9%
140 Baron Focused Growth Instituti 32,599.0 $2.0M 0.03% NEW $60.47
Page 7 of 18  ·  358 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 33.9%
Financial Services 17.2%
Healthcare 10.2%
Communication Services 10.1%
Consumer Cyclical 7.4%
Industrials 7.2%
Consumer Defensive 6.7%
Energy 3.6%
Utilities 2.6%
Real Estate 1.0%