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CIK: 0000869353
Total reported value
$8.2B
$8.2B
358 檔
15.1%
As reported in its official Q1 2025 Form 13F filing, Ferguson Wellman Capital Management, Inc's tracked investment portfolio stood at $8.2B with 358 total positions.
In Q1 2025, Ferguson Wellman Capital Management, Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 358 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.82% | -0.34% | +0.80% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.35% | +0.17% | +0.68% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.07% | +0.34% | +5.04% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.01% | +0.57% | -6.12% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.69% | -0.10% | +1.26% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.85% | -0.19% | +1.63% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 2.60% | +0.09% | +1.77% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.55% | +0.29% | -2.85% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.37% | -0.72% | +16.59% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.33% | +0.04% | +3.35% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.25% | +0.08% | +2.56% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | +0.14% | +1.62% | |
| 13 | ETR | Entergy CORP | Stock-Utilities | 1.99% | -0.68% | +1.65% | |
| 14 | PH | Parker Hannifin CORP | Stock-Industrials | 1.92% | -0.13% | +1.49% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.92% | +0.02% | +1.52% | |
| 16 | STT | State Street CORP | Stock-Financials | 1.90% | -0.07% | +2.59% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.89% | -0.06% | -0.10% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.85% | -0.64% | +2.25% | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 1.82% | -0.04% | +3.38% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.49% | +0.58% | +114.90% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.45% | -0.15% | +7.00% | |
| 22 | FTV | Fortive CORP | Stock-Tech | 1.42% | — | +1.67% | |
| 23 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.30% | — | +2.43% | |
| 24 | SYK | Stryker CORP | Stock-Healthcare | 1.26% | -0.11% | +1.95% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 1.15% | -0.45% | +846.16% | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 1.10% | -0.08% | +106.95% | |
| 27 | SWPPX | Schwab S&p 500 Index-sel | Stock-Other | 1.10% | — | +0.94% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.08% | -0.04% | -20.40% | |
| 29 | AEP | American Electric Power | Stock-Utilities | 1.07% | -0.10% | +3.46% | |
| 30 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 1.05% | +0.01% | +2.14% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.01% | +0.08% | +1.71% | |
| 32 | AIG | American International Group | Stock-Financials | 1.00% | -0.07% | +1.53% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.06% | +1769.30% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | -0.10% | +0.96% | |
| 35 | MSI | Motorola Solutions Inc | Stock-Tech | 0.90% | -0.01% | +1.76% | |
| 36 | ✓ | Stock-Other | 0.83% | — | -0.76% | ||
| 37 | T | At&t Inc | Stock-Comm Services | 0.82% | -0.23% | +2.87% | |
| 38 | ✓ | Stock-Other | 0.82% | — | +3.26% | ||
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 0.80% | -0.80% | — | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.79% | +0.01% | +0.28% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.78% | -1.51% | EXIT | |
| 42 | BRO | Brown & Brown Inc | Stock-Financials | 0.75% | — | +2.54% | |
| 43 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.74% | -0.02% | -0.41% | |
| 44 | COR | Cencora Inc | Stock-Healthcare | 0.70% | -0.17% | +1.83% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.68% | +0.02% | +0.75% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.04% | +0.33% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.62% | -0.42% | +1303.72% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.61% | -0.21% | +3.60% | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.61% | +0.07% | -11.16% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.61% | -0.10% | +29.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 5 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 6 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 7 | ABBV | Abbvie Inc | — | NEW | New buy |
| 8 | AVGO | Broadcom Inc | — | NEW | New buy |
| 9 | CVX | Chevron CORP | — | NEW | New buy |
| 10 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 12 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 13 | ETR | Entergy CORP | — | NEW | New buy |
| 14 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 15 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 16 | STT | State Street CORP | — | NEW | New buy |
| 17 | HD | Home Depot Inc | — | NEW | New buy |
| 18 | WMT | Walmart Inc | — | NEW | New buy |
| 19 | PM | Philip Morris International | — | NEW | New buy |
| 20 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 21 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 22 | FTV | Fortive CORP | — | NEW | New buy |
| 23 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 24 | SYK | Stryker CORP | — | NEW | New buy |
| 25 | AMGN | Amgen Inc | — | NEW | New buy |
| 26 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 27 | SWPPX | Schwab S&p 500 Index-sel | — | NEW | New buy |
| 28 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 29 | AEP | American Electric Power | — | NEW | New buy |
| 30 | AVB | Avalonbay Communities Inc | — | NEW | New buy |
| 31 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 32 | AIG | American International Group | — | NEW | New buy |
| 33 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 34 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 35 | MSI | Motorola Solutions Inc | — | NEW | New buy |
| 36 | ✓ | — | NEW | New buy | |
| 37 | T | At&t Inc | — | NEW | New buy |
| 38 | ✓ | — | NEW | New buy | |
| 39 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 40 | MS | Morgan Stanley | — | NEW | New buy |
| 41 | HON | Honeywell International Inc | — | NEW | New buy |
| 42 | BRO | Brown & Brown Inc | — | NEW | New buy |
| 43 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 44 | COR | Cencora Inc | — | NEW | New buy |
| 45 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 47 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 48 | ABT | Abbott Laboratories | — | NEW | New buy |
| 49 | EMR | Emerson Electric Co | — | NEW | New buy |
| 50 | MCD | Mcdonald's CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Ferguson Wellman Capital Management, Inc reported a total U.S. public equity portfolio value of $8.2B across 358 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 15.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $351.6M
During Q1 2025, Ferguson Wellman Capital Management, Inc's top holdings by market value included MSFT (6.8%)、AAPL (5.3%)、NVDA (4.1%). The largest single position, MSFT, represented 6.8% of total portfolio value.
In Q1 2025, Ferguson Wellman Capital Management, Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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