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CIK: 0000869353
Total reported value
$8.4B
$8.4B
358 檔
22.1%
As reported in its official Q4 2025 Form 13F filing, Ferguson Wellman Capital Management, Inc's tracked investment portfolio stood at $8.4B with 358 total positions.
Ferguson Wellman Capital Management, Inc executed strategic sector rebalancing during Q4 2025, establishing 21 new positions while fully exiting 15 holdings and trimming 75 positions.
Showing top 200 holdings (of 358 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.60% | +1.67% | +1.03% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.58% | -0.29% | -4.96% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.92% | +0.32% | +10.39% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.64% | +0.62% | +0.27% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.92% | -0.31% | -7.54% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.85% | -0.50% | +0.58% | |
| 7 | ETR | Entergy CORP | Stock-Utilities | 2.42% | -0.30% | +25.81% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.38% | +0.03% | +0.43% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.37% | +0.07% | +1.25% | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 2.33% | -0.23% | +43.29% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.22% | +0.02% | +3.71% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 2.19% | +0.39% | +20.04% | |
| 13 | STT | State Street CORP | Stock-Financials | 2.08% | -0.02% | -11.67% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 2.01% | -0.09% | +0.96% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 2.01% | +0.04% | +2.05% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.95% | -0.16% | -5.38% | |
| 17 | PH | Parker Hannifin CORP | Stock-Industrials | 1.77% | -0.14% | +0.63% | |
| 18 | AMGN | Amgen Inc | Stock-Healthcare | 1.65% | +0.14% | +2.07% | |
| 19 | AEP | American Electric Power | Stock-Utilities | 1.64% | -0.52% | +4.15% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.44% | -0.27% | -0.59% | |
| 21 | WFC | Wells Fargo & Co | Stock-Financials | 1.44% | -0.03% | +3.06% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.28% | +0.05% | +1.75% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 1.25% | +0.04% | +0.92% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.17% | -0.10% | +0.92% | |
| 25 | COR | Cencora Inc | Stock-Healthcare | 1.14% | +0.03% | +0.59% | |
| 26 | SWPPX | Schwab S&p 500 Index-sel | Stock-Other | 1.14% | — | +3.89% | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 1.07% | -0.01% | +0.89% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 1.04% | -0.63% | +2.51% | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 0.97% | — | -40.25% | |
| 30 | MS | Morgan Stanley | Stock-Financials | 0.92% | -0.09% | -7.83% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | +0.64% | -0.99% | |
| 32 | AIG | American International Group | Stock-Financials | 0.86% | -0.02% | +2.65% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-Other | 0.75% | +0.21% | +818.71% | |
| 34 | IR | Ingersoll Rand Inc. | Stock-Industrials | 0.75% | +0.05% | -28.79% | |
| 35 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.74% | -0.57% | EXIT | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.70% | -0.12% | +1.64% | |
| 37 | ✓ | Stock-Other | 0.70% | — | -10.37% | ||
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 0.63% | +0.02% | +2.12% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.63% | +0.06% | +2.17% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | +0.46% | -33.23% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.59% | — | -1.32% | |
| 42 | ✓ | Stock-Other | 0.57% | — | +2.48% | ||
| 43 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.53% | +0.06% | +6690.36% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.01% | -1.11% | |
| 45 | ADI | Analog Devices Inc | Stock-Tech | 0.50% | -0.01% | +0.91% | |
| 46 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 0.50% | -0.02% | +224.67% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.05% | -0.39% | |
| 48 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.46% | +0.01% | -1.15% | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.46% | -0.09% | -32.98% | |
| 50 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.46% | -0.01% | -28.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | -4.96% | Trim |
| 2 | CSCO | Cisco Systems Inc | +0.9% | +43.29% | Add |
| 3 | AAPL | Apple Inc | +0.8% | +10.39% | Add |
| 4 | XLI | Ss Industrial Select Sector | +0.7% | +818.71% | Add |
| 5 | SCHW | Schwab (charles) CORP | +0.5% | +6690.36% | Add |
| 6 | ETR | Entergy CORP | +0.5% | +25.81% | Add |
| 7 | IYJ | Ishares U.s. Industrials ETF | +0.4% | +224.67% | Add |
| 8 | CVX | Chevron CORP | +0.3% | +20.04% | Add |
| 9 | MRK | Merck & Co. Inc. | +0.3% | +1.75% | Add |
| 10 | AMGN | Amgen Inc | +0.2% | +2.07% | Add |
| 11 | PH | Parker Hannifin CORP | +0.2% | +0.63% | Add |
| 12 | ✓ | +0.2% | +661.67% | Add | |
| 13 | WFC | Wells Fargo & Co | +0.2% | +3.06% | Add |
| 14 | WMT | Walmart Inc | +0.1% | +0.96% | Add |
| 15 | ✓ | +0.1% | +155.26% | Add | |
| 16 | AMZN | Amazon.com Inc | +0.1% | +1.25% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +8.80% | Add |
| 18 | LLY | Eli Lilly & Co | +0.1% | +2.62% | Add |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.71% | Add |
| 20 | AEP | American Electric Power | +0.1% | +4.15% | Add |
| 21 | COR | Cencora Inc | +0.1% | +0.59% | Add |
| 22 | AIG | American International Group | +0.1% | +2.65% | Add |
| 23 | JNJ | Johnson & Johnson | +0.1% | -0.99% | Trim |
| 24 | V | Visa Inc-class A Shares | +0.1% | +2.05% | Add |
| 25 | TJX | Tjx Companies Inc | +0.1% | +0.92% | Add |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +0.58% | Add |
| 27 | SWPPX | Schwab S&p 500 Index-sel | +0.1% | +3.89% | Add |
| 28 | MU | Micron Technology Inc | +0.1% | -32.98% | Trim |
| 29 | ADI | Analog Devices Inc | 0% | +0.91% | Add |
| 30 | SCHG | Schwab US Large-cap Growth | 0% | +245.28% | Add |
| 31 | IBM | Intl Business Machines CORP | 0% | +1.64% | Add |
| 32 | XOM | Exxon Mobil CORP | 0% | +2.89% | Add |
| 33 | SCHX | Schwab US Large-cap ETF | 0% | +176.35% | Add |
| 34 | AAON | Aaon Inc | 0% | +45.26% | Add |
| 35 | EWBC | East West Bancorp Inc | 0% | +2.16% | Add |
| 36 | CAT | Caterpillar Inc | 0% | -1.57% | Trim |
| 37 | VFIAX | Vanguard 500 Index-adm | 0% | +25.44% | Add |
| 38 | MS | Morgan Stanley | 0% | -7.83% | Trim |
| 39 | TMO | Thermo Fisher Scientific Inc | 0% | -7.19% | Trim |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +6.96% | Add |
| 41 | IWD | Ishares Russell 1000 Value E | 0% | +20.63% | Add |
| 42 | QCOM | Qualcomm Inc | 0% | +49.56% | Add |
| 43 | FXAIX | Fidelity 500 Index Fund | 0% | +33.34% | Add |
| 44 | LRCXEUR | Lam Research CORP | 0% | +39.61% | Add |
| 45 | EMR | Emerson Electric Co | 0% | +2.12% | Add |
| 46 | NRG | Nrg Energy Inc | 0% | +6.48% | Add |
| 47 | SMH | Vaneck Semiconductor ETF | 0% | -1.09% | Trim |
| 48 | AMAT | Applied Materials Inc | 0% | -0.66% | Trim |
| 49 | VTI | Vanguard Total Stock Mkt ETF | 0% | +5.82% | Add |
| 50 | IWF | Ishares Russell 1000 Growth | 0% | +21.85% | Add |
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 358 disclosed positions in Q4 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, GOOGL, AAPL) accounted for 22.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
市值: $2.3M
Top Position Liquidated / Trimmed
MCHP
前期市值: $819.4K
During Q4 2025, Ferguson Wellman Capital Management, Inc's top holdings by market value included MSFT (7.6%)、GOOGL (6.6%)、AAPL (5.9%). The largest single position, MSFT, represented 7.6% of total portfolio value.
In Q4 2025, Ferguson Wellman Capital Management, Inc made 190 total portfolio adjustments, initiating 21 new buys, adding to 79 positions, trimming 75 holdings, and fully liquidating 15 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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