Top 50 Ferguson Wellman Capital Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACWX | iShares MSCI ACWI ex-US Index | 5.15% | 5.50M | $376.7M | new | $67.80(+11.28%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Class A | 4.76% | 1.21M | $348.1M | -7.73%(-101.35K) | $52.81(+662.36%) | 2026-03-31 | |
| AAPL | Apple Inc | 4.73% | 1.36M | $346.3M | +0.37%(+5.01K) | $88.97(+235.91%) | 2026-03-31 | |
| MSFT | Microsoft | 4.6% | 908.4K | $336.3M | -7.34%(-71.91K) | $103.95(+289.81%) | 2026-03-31 | |
| NVDA | Nvidia | 4.47% | 1.88M | $327.1M | -0.51%(-9.71K) | $51.13(+341.70%) | 2026-03-31 | |
| JPM | JPMorgan Chase and Company | 3.01% | 748.9K | $220.3M | +0.42%(+3.17K) | $106.24(+182.61%) | 2026-03-31 | |
| AVGO | Broadcom LTD | 2.97% | 701.1K | $217.0M | -0.89%(-6.26K) | $39.25(+961.97%) | 2026-03-31 | |
| CVX | Chevron Corp | 2.55% | 901.5K | $186.5M | +0.35%(+3.12K) | $135.76(+37.01%) | 2026-03-31 | |
| AGG | iShares Core US Aggregate Bond | 2.31% | 1.70M | $168.8M | new | $99.57(-0.91%) | 2026-03-31 | |
| ETR | Entergy | 2.17% | 1.41M | $158.6M | -13.68%(-223.69K) | $60.68(+85.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.98% | +68.43% |
| Top 20 Holdings Unweighted | +19.36% | +70.06% |
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