Arkolith/Funds/Ferguson Wellman Capital Management, Inc

Ferguson Wellman Capital Management, Inc

CIK 869353
Holdings as of Mar 31, 2026·disclosed May 1, 2026·~31-day 13F lag·13F-HR
Inactive

Ferguson Wellman Capital Management, Inc holds a diversified book of 317 stocks worth $7.3B as of Q1 2026 (disclosed May 1, 2026, a ~45-day 13F lag). This quarter they opened ISHARES MSCI EMR MRK EX CHNA and trimmed Alphabet Inc Class A. Their largest long position is ISHARES U.S. INSURANCE ETF at 7% of the equity book.

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Use Arkolith to show FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's latest
holdings, largest changes, and filing provenance.
Opened
64
new positions
Added to
96
existing
Trimmed
122
reduced
Sold out
43
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
44%
Top 20 holdings
61%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

26% mapped to company sectors

ETF / fund or unclassified
74%
Financials
7%
Health Care
5%
Utilities
3%
Industrials
3%
Materials
3%
Consumer Discretionary
2%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

406 positions
#SecurityValueShares% PortLast moveHistory
1iShares MSCI ACWI ex-US Index
ETF
$376.7M5.50M
5.1%
New
New position
2Alphabet Inc Class A
COM
$348.1M1.21M
4.8%
−7.7%
Reduced · −101K sh
3Apple Inc
COM
$346.3M1.36M
4.7%
+0.4%
Added · +5K sh
4Microsoft
COM
$336.3M908.4K
4.6%
−7.3%
Reduced · −72K sh
5Nvidia
COM
$327.1M1.88M
4.5%
−0.5%
Reduced · −10K sh
6JPMorgan Chase and Company
COM
$220.3M748.9K
3.0%
+0.4%
Added · +3K sh
7Broadcom LTD
COM
$217.0M701.1K
3.0%
−0.9%
Reduced · −6K sh
8Chevron Corp
COM
$186.5M901.5K
2.5%
+0.3%
Added · +3K sh
9iShares Core US Aggregate Bond
ETF
$168.8M1.70M
2.3%
New
New position
10Entergy
COM
$158.6M1.41M
2.2%
−14%
Reduced · −224K sh
11Amazon.com
COM
$152.9M734.2K
2.1%
+15%
Added · +93K sh
12AbbVie Inc
COM
$141.5M650.4K
1.9%
~0%
Reduced · −87 sh
13iShares Barclays MBS Fixed-Rat
ETF
$138.8M1.46M
1.9%
New
New position
14iShares Core S&P 500 ETF
ETF
$137.1M209.9K
1.9%
+3.6%
Added · +7K sh
15Procter And Gamble
COM
$130.4M902.5K
1.8%
+6.2%
Added · +53K sh
16State Street
COM
$127.9M1.01M
1.7%
+0.2%
Added · +2K sh
17Cisco Systems
COM
$121.6M1.57M
1.7%
−17%
Reduced · −319K sh
18Wal Mart Stores
COM
$118.6M953.9K
1.6%
−15%
Reduced · −173K sh
19American Electric Power
COM
$118.1M901.1K
1.6%
+1.6%
Added · +14K sh
20Johnson & Johnson
COM
$114.6M469.0K
1.6%
+75%
Added · +202K sh
21Parker Hannifin
COM
$112.6M125.8K
1.5%
+0.1%
Added · +88 sh
22Amgen
COM
$112.3M319.2K
1.5%
+1.7%
Added · +5K sh
23Honeywell International Inc
COM
$110.2M487.4K
1.5%
+158%
Added · +299K sh
24Visa Inc
COM
$107.7M356.3K
1.5%
−0.3%
Reduced · −931 sh
25Home Depot
COM
$85.3M259.4K
1.2%
−0.7%
Reduced · −2K sh
26Philip Morris International In
COM
$79.8M482.6K
1.1%
−0.8%
Reduced · −4K sh
27Wells Fargo
COM
$77.9M978.3K
1.1%
+1.4%
Added · +14K sh
28Trane Technologies
COM
$76.5M183.6K
1.0%
+53%
Added · +64K sh
29TJX Companies
COM
$75.8M474.6K
1.0%
+0.2%
Added · +1K sh
30iShares Russell 2000 ETF
ETF
$67.0M270.0K
0.9%
New
New position
31Cencora Formerly AmerisourceBe
COM
$66.6M212.1K
0.9%
+0.8%
Added · +2K sh
32Stryker
COM
$60.7M184.8K
0.8%
+0.1%
Added · +201 sh
33Uber Technologies Inc.
COM
$59.0M819.6K
0.8%
+0.3%
Added · +3K sh
34Vanguard Intermediate-Term Tax
ETF
$58.0M580.1K
0.8%
New
New position
35Morgan Stanley
COM
$53.5M324.8K
0.7%
+0.8%
Added · +2K sh
36iShares Core MSCI Emerging Mar
ETF
$49.3M707.5K
0.7%
New
New position
37Eaton Corp PLC
COM
$49.1M137.3K
0.7%
+0.8%
Added · +1K sh
38Taiwan Semiconductor SP ADR
COM
$47.3M139.9K
0.6%
New
New position
39American Intl Group
COM
$47.1M625.3K
0.6%
−0.2%
Reduced · −1K sh
40Merck
COM
$46.4M386.0K
0.6%
−49%
Reduced · −375K sh
41At & T
COM
$46.3M1.60M
0.6%
+0.7%
Added · +11K sh
42Avalonbay Communities
COM
$40.9M250.6K
0.6%
−1.5%
Reduced · −4K sh
43Exxon Mobil
COM
$39.2M231.1K
0.5%
+0.3%
Added · +624 sh
44Micron Technology
COM
$37.1M109.9K
0.5%
+8.9%
Added · +9K sh
45Analog Devices
COM
$36.9M115.9K
0.5%
−0.1%
Reduced · −76 sh
46Schwab (Charles)
COM
$36.6M389.4K
0.5%
+18%
Added · +59K sh
47International Business Machine
COM
$36.1M149.0K
0.5%
+0.5%
Added · +797 sh
48Meta Platforms Inc.
COM
$33.8M59.2K
0.5%
−0.3%
Reduced · −173 sh
49Sumitomo Mitsui Financial Grou
COM
$33.8M1.71M
0.5%
New
New position
50iShares Core S&P Sm Cap ETF
ETF
$32.6M262.3K
0.4%
New
New position
Showing 50 of 406 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 1, 2026515$7.3B13F-HR
Q4 2025Dec 31, 2025Jan 13, 2026358$6.2B13F-HR
Q3 2025Sep 30, 2025Oct 23, 2025354$6.2B13F-HR
Q2 2025Jun 30, 2025Jul 10, 2025340$5.7B13F-HR
Q1 2025Mar 31, 2025Apr 16, 2025358$5.2B13F-HR
Q4 2024Dec 31, 2024Jan 29, 2025348$5.3B13F-HR
Q3 2024Sep 30, 2024Nov 6, 2024359$5.2B13F-HR/A
Q2 2024Jun 30, 2024Jul 16, 2024354$4.9B13F-HR
Q1 2024Mar 31, 2024Apr 9, 2024368$4.9B13F-HR
Q4 2023Dec 31, 2023Jan 11, 2024363$4.5B13F-HR
Q3 2023Sep 30, 2023Oct 12, 2023350$4.1B13F-HR
Q2 2023Jun 30, 2023Jul 11, 2023363$4.3B13F-HR
Q1 2023Mar 31, 2023Apr 20, 2023348$4.0B13F-HR
Q4 2022Dec 31, 2022Jan 13, 2023340$3.8B13F-HR
Q3 2022Sep 30, 2022Oct 17, 2022295$2.6B13F-HR
Q2 2022Jun 30, 2022Jul 14, 2022307$2.7B13F-HR
Q1 2022Mar 31, 2022Apr 14, 2022341$3.2B13F-HR
Q4 2021Dec 31, 2021Jan 10, 2022338$3.4B13F-HR
Q3 2021Sep 30, 2021Oct 22, 2021340$3.1B13F-HR
Q2 2021Jun 30, 2021Jul 12, 2021347$3.1B13F-HR
Q1 2021Mar 31, 2021Apr 26, 2021329$2.9B13F-HR
Q4 2020Dec 31, 2020Feb 4, 2021476$4.1B13F-HR
Q3 2020Sep 30, 2020Oct 13, 2020449$3.6B13F-HR
Amended / restated
  • Q3 2024 · filed Oct 18, 202413F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.