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Ferguson Wellman Capital Management - Q1 2026 13F Filings

FE

Ferguson Wellman Capital Management, INC

CIK: 0000869353
Address: Oregon Portland 888 Sw 5Th Ave Ste 1200
$7.32 B
Portfolio Value
406
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 05/01/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. ACWX Ishares Msci Acwi Ex Us Etf
+$376.67 M
2. AGG Ishares Core Us Aggregate Bond Etf
+$168.8 M
3. MBB Ishares Mbs Etf
+$138.84 M
4. HON Honeywell International
+$67.53 M
5. IWM Ishares Russell 2000 Etf
+$66.96 M

Top Sells

Q1 2026
1. Schwab S&P 500 Index-Sel
−$70.87 M
2. MRK Merck & Co
−$45.07 M
3. ADP Automatic Data Processing
−$40.57 M
4. GOOGL Alphabet
−$29.14 M
5. MSFT Microsoft Corporation
−$26.62 M

Asset Allocation

Stocks/ETFs
+17.27%
$7.32 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Ferguson Wellman Capital Management Q1 2026 Filing Summary

Ferguson Wellman Capital Management, INC filed its 13F report for Q1 2026 on May 01, 2026. The portfolio totaled 7.32 B reflecting a +17.27% change from the prior quarter, spanning 406 assets. The top 10 holdings comprised 36.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 104 new positions and 56 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Ferguson Wellman Capital Management’s Q1 2026 Filing

Ferguson Wellman Capital Management submitted their Form 13F-HR for the Q1 2026 period on 05/01/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Ferguson Wellman Capital Management reported a managed portfolio value of 7.32 B, consisting of 515 individual positions.

This page displays the raw filing documents. To see which stocks Ferguson Wellman Capital Management bought or sold during Q1 2026, please visit Ferguson Wellman Capital Management's Portfolio Analysis page.