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FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

Q2 2026 13F filing

Updated 49 days ago

552 disclosed positions worth $8.2B

Portfolio value
$8.2B
Total holdings
552
New positions
46
Closed positions
10
Increased
152
Decreased
169
Turnover
10.1%
Filed
2026-07-23

Full holdings

Every line item disclosed in Q2 2026

G

Alphabet Inc Class A

+133732.0%
Value
$436.2M
Shares
1.22M
% Port
5.32%
E

iShares MSCI ACWI ex-US Index

-0.1%
Value
$418.3M
Shares
5.50M
% Port
5.11%
A

Apple Inc

+84880.4%
Value
$401.1M
Shares
1.39M
% Port
4.90%
N

Nvidia

+132346.8%
Value
$394.1M
Shares
1.97M
% Port
4.81%
M

Microsoft

+74280.8%
Value
$348.2M
Shares
933.5K
% Port
4.25%
A

Broadcom LTD

+118505.7%
Value
$267M
Shares
706.9K
% Port
3.26%
J

JPMorgan Chase and Company

-2.8%
Value
$238.4M
Shares
728.2K
% Port
2.91%
C

Cisco Systems

+162872.1%
Value
$183.4M
Shares
1.56M
% Port
2.24%
A

Amazon.com

+43188.7%
Value
$177.3M
Shares
743.7K
% Port
2.16%
E
10.ETHA

iShares Core US Aggregate Bond

+2.4%
Value
$172.4M
Shares
1.74M
% Port
2.10%
A
11.ABBV

AbbVie Inc

+393080.2%
Value
$165.2M
Shares
656.6K
% Port
2.02%
E
12.ETHA

iShares Core S&P 500 ETF

+4.6%
Value
$164.5M
Shares
219.6K
% Port
2.01%
C
13.CVX

Chevron Corp

+0.5%
Value
$150.2M
Shares
905.9K
% Port
1.83%
E
14.ETHA

iShares Barclays MBS Fixed-Rat

+5.6%
Value
$146M
Shares
1.54M
% Port
1.78%
S

State Street

-19.9%
Value
$137.2M
Shares
809.0K
% Port
1.68%
P
16.PG

Procter And Gamble

-1.4%
Value
$130.4M
Shares
889.4K
% Port
1.59%
A
17.AEP

American Electric Power

+0.3%
Value
$123.6M
Shares
903.8K
% Port
1.51%
V
18.V

Visa Inc

+150638.1%
Value
$123.6M
Shares
360.3K
% Port
1.51%
E
19.ETR

Entergy

-24.9%
Value
$121.8M
Shares
1.06M
% Port
1.49%
J
20.JNJ

Johnson & Johnson

+54460.6%
Value
$119.9M
Shares
471.9K
% Port
1.46%
P
21.PH

Parker Hannifin

+2369700.0%
Value
$115.9M
Shares
118.5K
% Port
1.41%
M
22.MU

Micron Technology

-12.1%
Value
$111.5M
Shares
96.6K
% Port
1.36%
I
23.IR

Trane Technologies

+9423150.0%
Value
$92.6M
Shares
188.5K
% Port
1.13%
H
24.HD

Home Depot

+167755.8%
Value
$91.2M
Shares
258.5K
% Port
1.11%
A
25.AMGN

Amgen

+771900.0%
Value
$89.5M
Shares
247.0K
% Port
1.09%
P
26.PM

Philip Morris International In

-1.3%
Value
$86.2M
Shares
476.4K
% Port
1.05%
W

Wells Fargo

-0.4%
Value
$80.5M
Shares
974.5K
% Port
0.98%
E
28.ETHA

iShares Russell 2000 ETF

-1.1%
Value
$80.2M
Shares
267.1K
% Port
0.98%
W
29.WMT

Wal Mart Stores

+44382.9%
Value
$80.2M
Shares
708.2K
% Port
0.98%
P
30.PANW

Palo Alto Networks Inc

+207199.1%
Value
$77.1M
Shares
226.0K
% Port
0.94%
T
31.TJX

TJX Companies

+592954.3%
Value
$72.8M
Shares
480.4K
% Port
0.89%
C
32.CMI

Cummins Inc

Value
$71M
Shares
99.5K
% Port
0.87%
T

Taiwan Semiconductor SP ADR

+0.3%
Value
$67M
Shares
140.3K
% Port
0.82%
H
34.HON

Honeywell International Inc

Value
$66.6M
Shares
297.2K
% Port
0.81%
H
35.HONA

Honeywell Aerospace Inc

Value
$65.7M
Shares
297.2K
% Port
0.80%
S

Schwab (Charles)

+16794275.0%
Value
$62M
Shares
671.8K
% Port
0.76%
E
37.ETN

Eaton Corp PLC

+4.5%
Value
$61.1M
Shares
143.5K
% Port
0.75%
M

Morgan Stanley

-10.6%
Value
$60.7M
Shares
290.3K
% Port
0.74%
C
39.COR

Cencora Formerly AmerisourceBe

+1.0%
Value
$60.6M
Shares
214.2K
% Port
0.74%
S
40.SYK

Stryker

+1168143.8%
Value
$58.8M
Shares
186.9K
% Port
0.72%
E
41.ETHA

iShares Core MSCI Emerging Mar

+0.3%
Value
$58.8M
Shares
709.6K
% Port
0.72%
F
42.FCX

Freeport-McMoran Copper

+114.0%
Value
$58.7M
Shares
933.7K
% Port
0.72%
V
43.VGES

Vanguard Intermediate-Term Tax

-3.2%
Value
$56.7M
Shares
561.6K
% Port
0.69%
A
44.ADI

Analog Devices

+1536333.3%
Value
$54.9M
Shares
138.3K
% Port
0.67%
M
45.MRK

Merck

+1075925.7%
Value
$48.4M
Shares
376.6K
% Port
0.59%
A
46.AVB

Avalonbay Communities

-1.2%
Value
$46.7M
Shares
247.6K
% Port
0.57%
A
47.AIG

American Intl Group

-0.5%
Value
$46.4M
Shares
622.3K
% Port
0.57%
I
48.IBM

International Business Machine

0.0%
Value
$41.9M
Shares
149.0K
% Port
0.51%
S

Sumitomo Mitsui Financial Grou

-0.1%
Value
$40.3M
Shares
1.71M
% Port
0.49%
T
50.TXN

Texas Instruments

+76327.8%
Value
$40.1M
Shares
134.5K
% Port
0.49%