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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 4 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KO Coca-Cola Consumer Defensive 29,358.0 $2.2M 0.03% -2K -5.5% $76.05 +6.7%
62 ADBE Adobe Systems Technology 8,788.0 $2.1M 0.03% -512.0 -5.5% $243.08 +0.4%
63 IWF iShares Russell 1000 Growth ET 4,915.0 $2.1M 0.03% -1K -17.9% $426.40 -70.8%
64 GLW Corning Technology 15,285.0 $2.1M 0.03% -3K -18.6% $135.97 +41.1%
65 SLB Schlumberger Energy 39,029.0 $2.0M 0.03% -859.0 -2.1% $51.39 +11.5%
66 JCI Johnson Controls Industrials 14,760.0 $1.9M 0.03% -255.0 -1.7% $130.95 +3.5%
67 CMS CMS Energy Utilities 24,721.0 $1.9M 0.03% -775.0 -3.0% $77.58 -5.1%
68 PGR Progressive Corp Financial Services 9,633.0 $1.9M 0.03% -3K -26.3% $198.24 +2.2%
69 MO Altria Group Consumer Defensive 26,639.0 $1.8M 0.02% -1K -4.8% $65.99 +11.7%
70 INTC Intel Technology 39,070.0 $1.7M 0.02% -2K -5.8% $44.13 +168.5%
71 HUM Humana Healthcare 9,616.0 $1.7M 0.02% -638.0 -6.2% $173.39 +75.1%
72 DIS Walt Disney Communication Services 16,459.0 $1.6M 0.02% -2K -10.9% $96.38 +7.5%
73 WMB Williams Companies Energy 21,385.0 $1.6M 0.02% -170.0 -0.8% $72.78 +7.0%
74 GD General Dynamics Industrials 4,390.0 $1.5M 0.02% -82.0 -1.8% $343.22 -1.3%
75 CTVA Corteva Inc Basic Materials 17,056.0 $1.4M 0.02% -242.0 -1.4% $83.71 -5.6%
76 KEYS Keysight Technologies Inc Technology 4,744.0 $1.3M 0.02% -2K -31.1% $282.37 +19.5%
77 IVW iShares S&P 500 Growth ETF 10,486.0 $1.2M 0.02% -668.0 -6.0% $113.11 +20.8%
78 BA Boeing Industrials 5,814.0 $1.2M 0.02% -265.0 -4.4% $199.03 +10.3%
79 ORCL Oracle Corporation Technology 7,854.0 $1.2M 0.02% -178.0 -2.2% $147.11 +29.0%
80 SCHX Schwab US Large Cap ETF 44,825.0 $1.1M 0.02% -76K -63.0% $25.64 +13.9%
Page 4 of 7  ·  133 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%