StockDriftsStockDriftsTop 50 Ferguson Wellman Capital Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 5.33% | 1.22M | $436.5M | +0.91%(+10.99K) | $54.70(+542.49%) | 2026-06-30 | |
| ACWX | iShares MSCI ACWI ex-US Index | 5.11% | 5.50M | $418.3M | -0.09%(-4.91K) | $67.80(+14.30%) | 2026-06-30 | |
| AAPL | Apple Inc | 4.9% | 1.39M | $401.5M | +1.69%(+23.10K) | $91.95(+233.51%) | 2026-06-30 | |
| NVDA | Nvidia | 4.81% | 1.97M | $394.4M | +5.08%(+95.35K) | $57.49(+283.48%) | 2026-06-30 | |
| MSFT | Microsoft | 4.26% | 934.7K | $348.7M | +2.90%(+26.36K) | $111.22(+352.03%) | 2026-06-30 | |
| AVGO | Broadcom LTD | 3.26% | 707.5K | $267.2M | +0.91%(+6.40K) | $41.93(+902.60%) | 2026-06-30 | |
| JPM | JPMorgan Chase and Company | 2.91% | 728.2K | $238.4M | -2.76%(-20.68K) | $106.09(+240.74%) | 2026-06-30 | |
| CSCO | Cisco Systems | 2.24% | 1.56M | $183.5M | -0.29%(-4.52K) | $57.88(+109.18%) | 2026-06-30 | |
| AMZN | Amazon.com | 2.17% | 745.4K | $177.7M | +1.52%(+11.19K) | $156.59(+75.59%) | 2026-06-30 | |
| AGG | iShares Core US Aggregate Bond | 2.1% | 1.74M | $172.4M | +2.43%(+41.27K) | $99.56(-2.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.37% | +78.79% | +12.33% | +78.81% |
| Top 20 Holdings Unweighted | +21.86% | +80.98% | +12.42% | +79.57% |
Ferguson Wellman Capital Management INC reports $8.18B in US-listed equity holdings across 442 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (5.3%), ACWX (5.1%) and AAPL (4.9%). The top 20 holdings account for 53.97% of reported assets. Its disclosed equity book has returned +78.79% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ferguson Wellman Capital Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 869353). View Ferguson Wellman Capital Management INC’s 13F filings on SEC