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CIK: 0000869353
Total reported value
$8.4B
$8.4B
340 檔
17.9%
In Q2 2025, Ferguson Wellman Capital Management, Inc's U.S. equity holdings reached a combined market value of $8.4B, distributed across 340 disclosed stock positions.
In Q2 2025, Ferguson Wellman Capital Management, Inc adopted a defensive or profit-taking posture, trimming 84 positions and completely liquidating 30 holdings to manage risk exposure.
Showing top 200 holdings (of 340 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.30% | +1.67% | +1.27% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.51% | +0.62% | +2.60% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.50% | +0.32% | +0.32% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.26% | -0.29% | +2.73% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.89% | -0.50% | -1.66% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.83% | -0.31% | +0.42% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.50% | -0.16% | +3.32% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.43% | +0.07% | +3.06% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.19% | +0.04% | +2.22% | |
| 10 | STT | State Street CORP | Stock-Financials | 2.11% | -0.02% | +3.17% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.11% | +0.03% | +0.80% | |
| 12 | PH | Parker Hannifin CORP | Stock-Industrials | 2.08% | -0.14% | +3.92% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | +0.02% | +1.61% | |
| 14 | PM | Philip Morris International | Stock-Consumer Staples | 1.95% | +0.04% | +2.54% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.94% | -0.09% | +3.71% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.88% | +0.39% | +1.80% | |
| 17 | ETR | Entergy CORP | Stock-Utilities | 1.81% | -0.30% | +2.81% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.72% | -0.27% | +0.26% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.55% | -0.23% | +1.93% | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 1.48% | — | +2400.04% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 1.47% | +0.14% | +57.06% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.36% | -0.10% | +2.00% | |
| 23 | UBER | Uber Technologies Inc | Stock-Industrials | 1.31% | -0.01% | +41.71% | |
| 24 | WFC | Wells Fargo & Co | Stock-Financials | 1.30% | -0.03% | +17.10% | |
| 25 | SYK | Stryker CORP | Stock-Healthcare | 1.24% | -0.63% | +2.17% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | +0.46% | +4.43% | |
| 27 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.10% | -0.01% | +4.63% | |
| 28 | COR | Cencora Inc | Stock-Healthcare | 1.10% | +0.03% | +61.53% | |
| 29 | SWPPX | Schwab S&p 500 Index-sel | Stock-Other | 1.09% | — | -1.19% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.05% | +0.05% | +22.14% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.03% | +0.06% | -22.49% | |
| 32 | AEP | American Electric Power | Stock-Utilities | 1.02% | -0.52% | +10.92% | |
| 33 | ✓ | Stock-Other | 0.97% | — | -2.43% | ||
| 34 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.92% | -0.57% | EXIT | |
| 35 | AIG | American International Group | Stock-Financials | 0.92% | -0.02% | +2.51% | |
| 36 | MS | Morgan Stanley | Stock-Financials | 0.87% | -0.09% | +0.25% | |
| 37 | MSI | Motorola Solutions Inc | Stock-Tech | 0.81% | -0.01% | +3.37% | |
| 38 | ✓ | Stock-Other | 0.81% | — | +4.90% | ||
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.78% | — | +0.60% | |
| 40 | T | At&t Inc | Stock-Comm Services | 0.77% | +0.06% | +1.48% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.74% | -0.12% | +1.20% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | +0.64% | -4.88% | |
| 43 | EMR | Emerson Electric Co | Stock-Industrials | 0.67% | +0.02% | -0.50% | |
| 44 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.65% | -0.01% | +4.02% | |
| 45 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.63% | -0.01% | +1.72% | |
| 46 | BRO | Brown & Brown Inc | Stock-Financials | 0.62% | — | +2.47% | |
| 47 | ✓ | Stock-Other | 0.59% | — | -0.20% | ||
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.57% | — | +0.41% | |
| 49 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.56% | +0.01% | +0.01% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.01% | -2.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.5% | +1.27% | Add |
| 2 | NVDA | Nvidia CORP | +1.4% | +2.60% | Add |
| 3 | ADP | Automatic Data Processing | +1.4% | +2400.04% | Add |
| 4 | AVGO | Broadcom Inc | +1.3% | +0.42% | Add |
| 5 | UBER | Uber Technologies Inc | +0.5% | +41.71% | Add |
| 6 | COR | Cencora Inc | +0.4% | +61.53% | Add |
| 7 | AMGN | Amgen Inc | +0.3% | +57.06% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.73% | Add |
| 9 | STT | State Street CORP | +0.2% | +3.17% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -1.66% | Trim |
| 11 | WFC | Wells Fargo & Co | +0.2% | +17.10% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +4.43% | Add |
| 13 | AMZN | Amazon.com Inc | +0.2% | +3.06% | Add |
| 14 | PH | Parker Hannifin CORP | +0.2% | +3.92% | Add |
| 15 | SMH | Vaneck Semiconductor ETF | +0.2% | NEW | New buy |
| 16 | ETN | Eaton Corporation plc | +0.1% | — | Trim |
| 17 | PM | Philip Morris International | +0.1% | +2.54% | Add |
| 18 | WMT | Walmart Inc | +0.1% | +3.71% | Add |
| 19 | MS | Morgan Stanley | +0.1% | +0.25% | Add |
| 20 | COF | Capital One Financial CORP | +0.1% | +167.63% | Add |
| 21 | CSCO | Cisco Systems Inc | +0.1% | +1.93% | Add |
| 22 | IBM | Intl Business Machines CORP | +0.1% | +1.20% | Add |
| 23 | EMR | Emerson Electric Co | +0.1% | -0.50% | Trim |
| 24 | IVV | Ishares Core S&p 500 ETF | 0% | +1.61% | Add |
| 25 | NKE | Nike Inc -cl B | 0% | +4.02% | Add |
| 26 | ADI | Analog Devices Inc | 0% | -1.22% | Trim |
| 27 | INTU | Intuit Inc | 0% | -0.99% | Trim |
| 28 | AXP | American Express Co | 0% | +56.13% | Add |
| 29 | CRWD | Crowdstrike Holdings Inc - A | 0% | -22.49% | Trim |
| 30 | TXN | Texas Instruments Inc | 0% | +0.23% | Add |
| 31 | ITA | Ishares U.s. Aerospace & Def | 0% | -3.25% | Trim |
| 32 | XLK | Ss Technology Select Sector | 0% | — | Add |
| 33 | ESGU | Ishares Esg Aware Msci USA | 0% | — | Add |
| 34 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.07% | Trim |
| 35 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 36 | CBRE | Cbre Group Inc - A | 0% | +34.06% | Add |
| 37 | IWF | Ishares Russell 1000 Growth | 0% | +28.09% | Add |
| 38 | GEV | GE Vernova Inc | 0% | — | Trim |
| 39 | IR | Ingersoll Rand Inc. | 0% | -1.06% | Trim |
| 40 | ICLN | Ishares Global Clean Energy | 0% | +168.28% | Add |
| 41 | SMR | Nuscale Power CORP | 0% | NEW | New buy |
| 42 | CAH | Cardinal Health Inc | 0% | — | Unchanged |
| 43 | HON | Honeywell International Inc | — | +0.60% | Add |
| 44 | BLK | Blackrock Inc | — | — | Trim |
| 45 | AMP | Ameriprise Financial Inc | — | +0.01% | Add |
| 46 | EWBC | East West Bancorp Inc | — | -0.45% | Trim |
| 47 | TSLA | Tesla Inc | — | -6.07% | Trim |
| 48 | IYG | Ishares U.s. Financial Servi | — | -0.73% | Trim |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -1.44% | Trim |
| 50 | CAT | Caterpillar Inc | — | -4.34% | Trim |
According to official SEC Form 13F filings, Ferguson Wellman Capital Management, Inc reported a total U.S. public equity portfolio value of $8.4B across 340 disclosed positions in Q2 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, NVDA, AAPL) accounted for 17.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
SMH
市值: $8.5M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $2.7M
During Q2 2025, Ferguson Wellman Capital Management, Inc's top holdings by market value included MSFT (8.3%)、NVDA (5.5%)、AAPL (4.5%). The largest single position, MSFT, represented 8.3% of total portfolio value.
In Q2 2025, Ferguson Wellman Capital Management, Inc made 189 total portfolio adjustments, initiating 12 new buys, adding to 63 positions, trimming 84 holdings, and fully liquidating 30 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.