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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 15 of 21  ·  406 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ING ING Groep NV Sponsored ADR Financial Services 21,076.0 $549K 0.01% NEW $26.05 +15.4%
282 ITW Illinois Tool Works Industrials 2,106.0 $548K 0.01% +19.0 +0.9% $260.25 -3.6%
283 DIA SPDR Dow Jones Ind Average ETF Financial Services 1,168.0 $541K 0.01% $463.19 +6.9%
284 VGT Vanguard Info Tech ETF 770.0 $537K 0.01% $697.72 -83.8%
285 SPGI S&P Global Inc Financial Services 1,233.0 $524K 0.01% +18.0 +1.5% $425.34 -5.0%
286 PSI Invesco Semiconductors ETF 5,553.0 $524K 0.01% $94.38 +57.2%
287 ACWI iShares MSCI ACWI ETF 3,735.0 $517K 0.01% NEW $138.37 +11.4%
288 IYM iShares U.S. Basic Materials E 2,915.0 $513K 0.01% -50.0 -1.7% $175.92 +2.4%
289 C Citigroup Financial Services 4,500.0 $510K 0.01% $113.41 +8.8%
290 CI Cigna Healthcare 1,892.0 $505K 0.01% -108.0 -5.4% $266.75 +6.9%
291 DUK Duke Energy Utilities 3,846.0 $504K 0.01% +305.0 +8.6% $130.94 -5.1%
292 BX Blackstone Inc Financial Services 4,128.0 $475K 0.01% -269.0 -6.1% $114.98 +2.5%
293 HII Huntington Ingalls Industries Industrials 1,241.0 $471K 0.01% $379.90 -11.3%
294 ISRG Intuitive Surgical Inc Healthcare 1,021.0 $471K 0.01% +84.0 +9.0% $460.99 -7.1%
295 BEN Franklin Resources Financial Services 19,915.0 $470K 0.01% $23.62 +34.8%
296 VO Vanguard Mid-Cap ETF 1,630.0 $468K 0.01% $287.18 -73.4%
297 VOOG Vanguard Admiral Fds Inc 1,139.0 $464K 0.01% +36.0 +3.3% $407.69 -79.8%
298 FNDF Schwab Fundamental Intl Lg Co 9,409.0 $460K 0.01% NEW $48.93 +7.4%
299 IVE iShares S&P 500 Value ETF 2,149.0 $454K 0.01% $211.15 +5.8%
300 CRM Salesforce.com Technology 2,410.0 $450K 0.01% -269.0 -10.0% $186.67 -10.2%
Page 15 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%