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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 8 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MCO Moody's Corporation Financial Services 3,723.0 $1.9M 0.03% NEW $510.85 -16.0%
142 GILD Gilead Sciences Healthcare 15,366.0 $1.9M 0.03% NEW $122.74 +5.6%
143 GEV GE Vernova Inc Utilities 2,849.0 $1.9M 0.03% NEW $653.57 +60.5%
144 COP ConocoPhillips Energy 19,851.0 $1.9M 0.03% NEW $93.61 +30.8%
145 PNC PNC Financial Services Group Financial Services 8,871.0 $1.9M 0.03% NEW $208.73 +2.0%
146 JCI Johnson Controls Industrials 15,015.0 $1.8M 0.03% NEW $119.75 +19.5%
147 ACN Accenture PLC Cl A Technology 6,672.0 $1.8M 0.03% NEW $268.30 -33.8%
148 CMS CMS Energy Utilities 25,496.0 $1.8M 0.03% NEW $69.93 +3.1%
149 Peoples Bank of Commerce Orego 98,057.0 $1.8M 0.03% NEW $17.95
150 Vanguard Total Stock Mkt Idx A 10,554.0 $1.7M 0.03% NEW $163.19
151 MMM 3M Company Industrials 10,711.0 $1.7M 0.03% NEW $160.10 -8.7%
152 GLW Corning Technology 18,765.0 $1.6M 0.03% NEW $87.56 +119.1%
153 MO Altria Group Consumer Defensive 27,987.0 $1.6M 0.03% NEW $57.66 +26.8%
154 Lam Research Corp 9,424.0 $1.6M 0.03% NEW $171.18
155 ORCL Oracle Corporation Technology 8,032.0 $1.6M 0.03% NEW $194.91 -1.0%
156 INTC Intel Technology 41,494.0 $1.5M 0.03% NEW $36.90 +194.8%
157 SLB Schlumberger Energy 39,888.0 $1.5M 0.03% NEW $38.38 +44.3%
158 GD General Dynamics Industrials 4,472.0 $1.5M 0.02% NEW $336.66 -0.6%
159 LOW Lowe's Companies Consumer Cyclical 5,814.0 $1.4M 0.02% NEW $241.16 -9.4%
160 KEYS Keysight Technologies Inc Technology 6,885.0 $1.4M 0.02% NEW $203.19 +71.8%
Page 8 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%