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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 11 of 21  ·  406 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IVW iShares S&P 500 Growth ETF 10,486.0 $1.2M 0.02% -668.0 -6.0% $113.11 +20.1%
202 DGRO iShares Core Dividend Growth E 16,570.0 $1.2M 0.02% NEW $70.18 +5.1%
203 BA Boeing Industrials 5,814.0 $1.2M 0.02% -265.0 -4.4% $199.03 +10.8%
204 ORCL Oracle Corporation Technology 7,854.0 $1.2M 0.02% -178.0 -2.2% $147.11 +31.2%
205 HUBB Hubbell Inc Industrials 2,347.0 $1.2M 0.02% $490.74 -2.2%
206 SCHX Schwab US Large Cap ETF 44,825.0 $1.1M 0.02% -76K -63.0% $25.64 +13.2%
207 CAH Cardinal Health Healthcare 5,280.0 $1.1M 0.01% $211.29 -5.5%
208 SCHG Schwab US Large-Cap Growth ETF 37,566.0 $1.1M 0.01% -52K -58.2% $29.13 +17.4%
209 KMB Kimberly Clark Consumer Defensive 11,322.0 $1.1M 0.01% -940.0 -7.7% $96.47 -0.6%
210 MPC Marathon Petroleum Energy 4,302.0 $1.1M 0.01% +22.0 +0.5% $244.18 +4.4%
211 YUM Yum Brands Inc Consumer Cyclical 6,719.0 $1.0M 0.01% -551.0 -7.6% $155.48 -3.5%
212 IBB iShares Nasdaq Biotech Index 6,183.0 $1.0M 0.01% -182.0 -2.9% $168.85 -2.9%
213 TRMB Trimble Navigation Technology 16,000.0 $1.0M 0.01% $65.23 -15.5%
214 EXR Extra Space Storage Inc. Real Estate 7,730.0 $1.0M 0.01% -1K -13.4% $131.13 +4.4%
215 OEF iShares S&P 100 Index Fund 3,171.0 $1.0M 0.01% $318.07 +16.0%
216 A Agilent Technologies Healthcare 8,846.0 $1.0M 0.01% $113.98 -1.6%
217 RY Royal Bank of Canada Financial Services 6,216.0 $1.0M 0.01% NEW $161.78 +13.4%
218 EWJ iShares MSCI Japan ETF 11,875.0 $1.0M 0.01% NEW $84.44 +7.7%
219 ACN Accenture PLC Cl A Technology 5,049.0 $1.0M 0.01% -2K -24.3% $198.29 -10.5%
220 VTV Vanguard Value ETF 5,017.0 $984K 0.01% -107.0 -2.1% $196.20 +5.7%
Page 11 of 21  ·  406 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%