Ferguson Wellman Capital Management, Inc holds a diversified book of 406 stocks worth $7.3B as of Q1 2026 (disclosed May 1, 2026, a ~45-day 13F lag). This quarter they opened Ishares Msci Acwi Ex US ETF and trimmed Alphabet Inc-CL A. Their largest long position is Ishares Msci Acwi Ex US ETF at 5% of the equity book. Cloning the disclosed picks since 2013 would be +326% (+12.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/869353/holdings"
Use Arkolith to show FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +340.7%, a 15.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Ferguson Wellman Capital Management, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
78% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ferguson Wellman Capital Management, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| HUNTINGTON NATIONAL BANK | 78 / 80 | $8.2B |
| PNC FINANCIAL SERVICES GROUP, INC. | 77 / 80 | $98.5B |
| GAMMA Investing LLC | 77 / 80 | $1.1B |
| FMR LLC | 76 / 80 | $852.4B |
| JPMORGAN CHASE & CO | 76 / 80 | $566.6B |
| BANK OF AMERICA CORP /DE/ | 76 / 80 | $413.4B |
| ROYAL BANK OF CANADA | 76 / 80 | $183.9B |
| WELLS FARGO & COMPANY/MN | 76 / 80 | $174.7B |
Ranked by how many of Ferguson Wellman Capital Management, Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | iShares MSCI ACWI ex-US Index ETF | $376.7M | 5.50M | 5.1% | ▲New New position | |
| 2 | Alphabet Inc Class A COM | $348.1M | 1.21M | 4.8% | ▼−7.7% Reduced · −101K sh | |
| 3 | Apple Inc COM | $346.3M | 1.36M | 4.7% | ▲+0.4% Added · +5K sh | |
| 4 | Microsoft COM | $336.3M | 908.4K | 4.6% | ▼−7.3% Reduced · −72K sh | |
| 5 | Nvidia COM | $327.1M | 1.88M | 4.5% | ▼−0.5% Reduced · −10K sh | |
| 6 | JPMorgan Chase and Company COM | $220.3M | 748.9K | 3.0% | ▲+0.4% Added · +3K sh | |
| 7 | Broadcom LTD COM | $217.0M | 701.1K | 3.0% | ▼−0.9% Reduced · −6K sh | |
| 8 | Chevron Corp COM | $186.5M | 901.5K | 2.5% | ▲+0.3% Added · +3K sh | |
| 9 | iShares Core US Aggregate Bond ETF | $168.8M | 1.70M | 2.3% | ▲New New position | |
| 10 | Entergy COM | $158.6M | 1.41M | 2.2% | ▼−14% Reduced · −224K sh | |
| 11 | Amazon.com COM | $152.9M | 734.2K | 2.1% | ▲+15% Added · +93K sh | |
| 12 | AbbVie Inc COM | $141.5M | 650.4K | 1.9% | ▼~0% Reduced · −87 sh | |
| 13 | iShares Barclays MBS Fixed-Rat ETF | $138.8M | 1.46M | 1.9% | ▲New New position | |
| 14 | iShares Core S&P 500 ETF ETF | $137.1M | 209.9K | 1.9% | ▲+3.6% Added · +7K sh | |
| 15 | Procter And Gamble COM | $130.4M | 902.5K | 1.8% | ▲+6.2% Added · +53K sh | |
| 16 | State Street COM | $127.9M | 1.01M | 1.7% | ▲+0.2% Added · +2K sh | |
| 17 | Cisco Systems COM | $121.6M | 1.57M | 1.7% | ▼−17% Reduced · −319K sh | |
| 18 | Wal Mart Stores COM | $118.6M | 953.9K | 1.6% | ▼−15% Reduced · −173K sh | |
| 19 | American Electric Power COM | $118.1M | 901.1K | 1.6% | ▲+1.6% Added · +14K sh | |
| 20 | Johnson & Johnson COM | $114.6M | 469.0K | 1.6% | ▲+75% Added · +202K sh | |
| 21 | Parker Hannifin COM | $112.6M | 125.8K | 1.5% | ▲+0.1% Added · +88 sh | |
| 22 | Amgen COM | $112.3M | 319.2K | 1.5% | ▲+1.7% Added · +5K sh | |
| 23 | Honeywell International Inc COM | $110.2M | 487.4K | 1.5% | ▲+158% Added · +299K sh | |
| 24 | Visa Inc COM | $107.7M | 356.3K | 1.5% | ▼−0.3% Reduced · −931 sh | |
| 25 | Home Depot COM | $85.3M | 259.4K | 1.2% | ▼−0.7% Reduced · −2K sh | |
| 26 | Philip Morris International In COM | $79.8M | 482.6K | 1.1% | ▼−0.8% Reduced · −4K sh | |
| 27 | Wells Fargo COM | $77.9M | 978.3K | 1.1% | ▲+1.4% Added · +14K sh | |
| 28 | Trane Technologies COM | $76.5M | 183.6K | 1.0% | ▲+53% Added · +64K sh | |
| 29 | TJX Companies COM | $75.8M | 474.6K | 1.0% | ▲+0.2% Added · +1K sh | |
| 30 | iShares Russell 2000 ETF ETF | $67.0M | 270.0K | 0.9% | ▲New New position | |
| 31 | Cencora Formerly AmerisourceBe COM | $66.6M | 212.1K | 0.9% | ▲+0.8% Added · +2K sh | |
| 32 | Stryker COM | $60.7M | 184.8K | 0.8% | ▲+0.1% Added · +201 sh | |
| 33 | Uber Technologies Inc. COM | $59.0M | 819.6K | 0.8% | ▲+0.3% Added · +3K sh | |
| 34 | Vanguard Intermediate-Term Tax ETF | $58.0M | 580.1K | 0.8% | ▲New New position | |
| 35 | Morgan Stanley COM | $53.5M | 324.8K | 0.7% | ▲+0.8% Added · +2K sh | |
| 36 | iShares Core MSCI Emerging Mar ETF | $49.3M | 707.5K | 0.7% | ▲New New position | |
| 37 | Eaton Corp PLC COM | $49.1M | 137.3K | 0.7% | ▲+0.8% Added · +1K sh | |
| 38 | Taiwan Semiconductor SP ADR COM | $47.3M | 139.9K | 0.6% | ▲New New position | |
| 39 | American Intl Group COM | $47.1M | 625.3K | 0.6% | ▼−0.2% Reduced · −1K sh | |
| 40 | Merck COM | $46.4M | 386.0K | 0.6% | ▼−49% Reduced · −375K sh | |
| 41 | At & T COM | $46.3M | 1.60M | 0.6% | ▲+0.7% Added · +11K sh | |
| 42 | Avalonbay Communities COM | $40.9M | 250.6K | 0.6% | ▼−1.5% Reduced · −4K sh | |
| 43 | Exxon Mobil COM | $39.2M | 231.1K | 0.5% | ▲+0.3% Added · +624 sh | |
| 44 | Micron Technology COM | $37.1M | 109.9K | 0.5% | ▲+8.9% Added · +9K sh | |
| 45 | Analog Devices COM | $36.9M | 115.9K | 0.5% | ▼−0.1% Reduced · −76 sh | |
| 46 | Schwab (Charles) COM | $36.6M | 389.4K | 0.5% | ▲+18% Added · +59K sh | |
| 47 | International Business Machine COM | $36.1M | 149.0K | 0.5% | ▲+0.5% Added · +797 sh | |
| 48 | Meta Platforms Inc. COM | $33.8M | 59.2K | 0.5% | ▼−0.3% Reduced · −173 sh | |
| 49 | Sumitomo Mitsui Financial Grou COM | $33.8M | 1.71M | 0.5% | ▲New New position | |
| 50 | iShares Core S&P Sm Cap ETF ETF | $32.6M | 262.3K | 0.4% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 515 | $7.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 358 | $6.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 354 | $6.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 340 | $5.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 358 | $5.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 348 | $5.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 359 | $5.2B | 13F-HR/A |
| Q2 2024 | Jun 30, 2024 | Jul 16, 2024 | 354 | $4.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 9, 2024 | 368 | $4.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 11, 2024 | 363 | $4.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 12, 2023 | 350 | $4.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 11, 2023 | 363 | $4.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 20, 2023 | 348 | $4.0B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 13, 2023 | 340 | $3.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 17, 2022 | 295 | $2.6B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 14, 2022 | 307 | $2.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 14, 2022 | 341 | $3.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 10, 2022 | 338 | $3.4B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 22, 2021 | 340 | $3.1B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 12, 2021 | 347 | $3.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 26, 2021 | 329 | $2.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 4, 2021 | 476 | $4.1B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 13, 2020 | 449 | $3.6B | 13F-HR |
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.