Ferguson Wellman Capital Management, Inc Top Holdings and 13F Report (2025)

About Ferguson Wellman Capital Management, Inc

Investment Activity

Ferguson Wellman Capital Management, Inc has $5.15 billion in total holdings as of March 31, 2025.
Ferguson Wellman Capital Management, Inc owns shares of 358 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 7.71% of the portfolio was purchased this quarter.
About 6.31% of the portfolio was sold this quarter.
This quarter, Ferguson Wellman Capital Management, Inc has purchased 348 new stocks and bought additional shares in 153 stocks.
Ferguson Wellman Capital Management, Inc sold shares of 126 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Microsoft: $351,572,559
Apple: $275,823,803
NVIDIA: $209,514,109
Alphabet: $206,741,146
JPMorgan Chase & Co.: $190,004,085

Largest New Holdings this Quarter

90353T100 - Uber Technologies: $41,105,135 Holding
595112103 - Micron Technology: $19,016,835 Holding
12504L109 - CBRE Group: $1,702,363 Holding
49177j102 - Kenvue: $852,969 Holding
89353D107 - Transcanada Corp: $625,202 Holding

Largest Purchases this Quarter

Amgen: 170,577 shares (about $53.14M)
Meta Platforms: 78,840 shares (about $45.44M)
Uber Technologies: 564,166 shares (about $41.11M)
Cisco Systems: 664,064 shares (about $40.98M)
NIKE: 465,273 shares (about $29.54M)

Largest Sales this Quarter

Palo Alto Networks: 299,660 shares (about $51.13M)
ServiceNow: 49,207 shares (about $39.18M)
Thermo Fisher Scientific: 73,249 shares (about $36.45M)
AutoNation: 203,917 shares (about $33.02M)
Textron: 437,417 shares (about $31.60M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$351,572,559	$2,803,787 ▲	0.8%	936,553	6.8%	Computer and Technology
AAPL Apple	$275,823,803	$1,857,452 ▲	0.7%	1,241,722	5.4%	Computer and Technology
NVDA NVIDIA	$209,514,109	$10,047,583 ▲	5.0%	1,933,144	4.1%	Computer and Technology
GOOGL Alphabet	$206,741,146	$13,475,793 ▼	-6.1%	1,336,919	4.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$190,004,085	$2,361,750 ▲	1.3%	774,578	3.7%	Finance
PG Procter & Gamble	$147,015,413	$2,360,488 ▲	1.6%	862,665	2.9%	Consumer Staples
ABBV AbbVie	$133,944,656	$2,333,843 ▲	1.8%	639,293	2.6%	Medical
AVGO Broadcom	$131,670,896	$3,856,078 ▼	-2.8%	786,424	2.6%	Computer and Technology
CVX Chevron	$122,284,885	$17,399,175 ▲	16.6%	730,975	2.4%	Energy
V Visa	$119,928,610	$3,885,204 ▲	3.3%	342,203	2.3%	Business Services
AMZN Amazon.com	$116,121,196	$2,903,748 ▲	2.6%	610,329	2.3%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$102,741,716	$1,641,310 ▲	1.6%	182,847	2.0%	ETF
ETR Entergy	$102,726,494	$1,662,951 ▲	1.6%	1,201,620	2.0%	Utilities
PH Parker-Hannifin	$98,747,664	$1,449,722 ▲	1.5%	162,454	1.9%	Industrials
UNH UnitedHealth Group	$98,726,195	$1,478,020 ▲	1.5%	188,499	1.9%	Medical
STT State Street	$97,806,064	$2,470,938 ▲	2.6%	1,092,439	1.9%	Finance
HD Home Depot	$97,488,400	$96,020 ▼	-0.1%	266,006	1.9%	Retail/Wholesale
WMT Walmart	$95,533,585	$2,105,028 ▲	2.3%	1,088,206	1.9%	Retail/Wholesale
PM Philip Morris International	$93,995,231	$3,074,598 ▲	3.4%	592,171	1.8%	Consumer Staples
CSCO Cisco Systems	$76,644,809	$40,979,390 ▲	114.9%	1,242,016	1.5%	Computer and Technology
TJX TJX Companies	$74,745,615	$4,886,738 ▲	7.0%	613,675	1.5%	Retail/Wholesale
FTV Fortive	$72,990,683	$1,199,713 ▲	1.7%	997,413	1.4%	Computer and Technology
TMUS T-Mobile US	$67,080,239	$1,591,459 ▲	2.4%	251,510	1.3%	Computer and Technology
SYK Stryker	$65,095,730	$1,243,687 ▲	1.9%	174,871	1.3%	Medical
AMGN Amgen	$59,423,673	$53,143,150 ▲	846.2%	190,736	1.2%	Medical
WFC Wells Fargo & Company	$56,645,289	$29,273,755 ▲	106.9%	789,041	1.1%	Finance
Schwab S&P 500 Index Fund	$56,499,238	$525,632 ▲	0.9%	653,851	1.1%	COM
MRK Merck & Co., Inc.	$55,474,039	$14,213,143 ▼	-20.4%	618,026	1.1%	Medical
AEP American Electric Power	$55,144,745	$1,842,074 ▲	3.5%	504,665	1.1%	Utilities
AVB AvalonBay Communities	$53,996,890	$1,132,121 ▲	2.1%	251,593	1.0%	Finance
CRWD CrowdStrike	$52,209,694	$875,809 ▲	1.7%	148,079	1.0%	Computer and Technology
AIG American International Group	$51,584,817	$775,940 ▲	1.5%	593,338	1.0%	Finance
META Meta Platforms	$48,008,532	$45,440,269 ▲	1,769.3%	83,296	0.9%	Computer and Technology
JNJ Johnson & Johnson	$46,819,508	$446,774 ▲	1.0%	282,317	0.9%	Medical
MSI Motorola Solutions	$46,285,941	$800,313 ▲	1.8%	105,722	0.9%	Computer and Technology
ETN Eaton	$42,810,235	$325,924 ▼	-0.8%	157,489	0.8%	Industrials
T AT&T	$42,230,106	$1,177,099 ▲	2.9%	1,493,285	0.8%	Computer and Technology
Veralto Corp	$42,110,191	$1,328,049 ▲	3.3%	432,121	0.8%	COM
UBER Uber Technologies	$41,105,135	$41,105,135 ▲	New Holding	564,166	0.8%	Computer and Technology
MS Morgan Stanley	$40,716,345	$112,353 ▲	0.3%	348,987	0.8%	Finance
HON Honeywell International	$40,037,029	$1,131,591 ▼	-2.7%	189,077	0.8%	Multi-Sector Conglomerates
BRO Brown & Brown	$38,827,230	$960,990 ▲	2.5%	312,116	0.8%	Finance
AJG Arthur J. Gallagher & Co.	$38,006,246	$156,394 ▼	-0.4%	110,086	0.7%	Finance
COR Cencora	$35,897,526	$645,725 ▲	1.8%	129,086	0.7%	Medical
IBM International Business Machines	$35,172,460	$263,082 ▲	0.8%	141,448	0.7%	Computer and Technology
BRK.B Berkshire Hathaway	$34,789,723	$113,440 ▲	0.3%	65,323	0.7%	Finance
NKE NIKE	$31,801,017	$29,535,542 ▲	1,303.7%	500,961	0.6%	Consumer Discretionary
ABT Abbott Laboratories	$31,391,622	$1,090,516 ▲	3.6%	236,650	0.6%	Medical
EMR Emerson Electric	$31,319,416	$3,934,100 ▼	-11.2%	285,657	0.6%	Industrials
MCD McDonald's	$31,289,568	$7,146,421 ▲	29.6%	100,168	0.6%	Retail/Wholesale
BlackRock Inc	$30,451,101	$108,845 ▲	0.4%	32,173	0.6%	COM
AMP Ameriprise Financial	$28,933,802	$86,656 ▼	-0.3%	59,767	0.6%	Finance
AVY Avery Dennison	$25,813,125	$318,210 ▼	-1.2%	145,042	0.5%	Industrials
XOM Exxon Mobil	$25,692,578	$1,078,101 ▲	4.4%	216,031	0.5%	Energy
COST Costco Wholesale	$23,722,054	$198,614 ▲	0.8%	25,082	0.5%	Retail/Wholesale
ADI Analog Devices	$23,671,621	$255,516 ▼	-1.1%	117,378	0.5%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$20,665,695	$509,956 ▼	-2.4%	221,142	0.4%	ETF
EWBC East West Bancorp	$20,372,019	$216,591 ▲	1.1%	226,961	0.4%	Finance
KMI Kinder Morgan	$19,132,530	$1,300,169 ▲	7.3%	670,611	0.4%	Energy
MU Micron Technology	$19,016,835	$19,016,835 ▲	New Holding	218,861	0.4%	Computer and Technology
VZ Verizon Communications	$18,554,567	$1,245,632 ▲	7.2%	409,051	0.4%	Computer and Technology
LLY Eli Lilly and Company	$17,424,985	$229,602 ▲	1.3%	21,098	0.3%	Medical
MAS Masco	$17,156,631	$15,507 ▼	-0.1%	246,716	0.3%	Construction
TXN Texas Instruments	$15,959,876	$189,044 ▼	-1.2%	88,814	0.3%	Computer and Technology
LMT Lockheed Martin	$15,437,851	$63,880 ▼	-0.4%	34,559	0.3%	Aerospace
TMO Thermo Fisher Scientific	$14,887,694	$36,448,701 ▼	-71.0%	29,919	0.3%	Medical
MET MetLife	$13,670,733	$4,175 ▼	0.0%	170,267	0.3%	Finance
GOOG Alphabet	$12,726,240	$321,054 ▲	2.6%	81,458	0.2%	Computer and Technology
ITA iShares U.S. Aerospace & Defense ETF	$12,661,217	$341,107 ▼	-2.6%	82,699	0.2%	ETF
IYG iShares U.S. Financial Services ETF	$12,403,909	$32,598 ▼	-0.3%	157,911	0.2%	ETF
IYH iShares U.S. Healthcare ETF	$12,121,677	$11,631,939 ▲	2,375.1%	199,075	0.2%	ETF
UNP Union Pacific	$11,597,258	$64,966 ▲	0.6%	49,091	0.2%	Transportation
SPY SPDR S&P 500 ETF Trust	$11,401,487	$4,446,032 ▲	63.9%	20,382	0.2%	Finance
MDT Medtronic	$9,894,754	$656,787 ▲	7.1%	110,113	0.2%	Medical
AAON AAON	$9,340,207	$295,878 ▲	3.3%	119,547	0.2%	Construction
DOW DOW	$9,284,076	$5,407,502 ▲	139.5%	265,867	0.2%	Basic Materials
XLK Technology Select Sector SPDR Fund	$8,668,650	$166,216 ▼	-1.9%	41,983	0.2%	ETF
IYJ iShares U.S. Industrials ETF	$8,604,898	$96,984 ▼	-1.1%	66,100	0.2%	ETF
INTU Intuit	$8,490,254	$360,412 ▼	-4.1%	13,828	0.2%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$8,210,079	$93,171 ▲	1.1%	29,872	0.2%	ETF
MA Mastercard	$8,148,366	$229,663 ▲	2.9%	14,866	0.2%	Business Services
BRK.A Berkshire Hathaway	$7,984,416		0.0%	10	0.2%	Finance
AN AutoNation	$7,387,438	$33,018,240 ▼	-81.7%	45,624	0.1%	Retail/Wholesale
PEP PepsiCo	$7,345,540	$368,551 ▲	5.3%	48,990	0.1%	Consumer Staples
CAT Caterpillar	$7,124,844	$173,471 ▼	-2.4%	21,604	0.1%	Industrials
TSLA Tesla	$7,106,556	$137,876 ▲	2.0%	27,421	0.1%	Auto/Tires/Trucks
PANW Palo Alto Networks	$6,922,182	$51,133,981 ▼	-88.1%	40,566	0.1%	Computer and Technology
Vanguard 500 Index Fund	$6,625,087	$518 ▲	0.0%	12,796	0.1%	COM
QQQ Invesco QQQ	$6,603,800	$699,629 ▲	11.8%	14,083	0.1%	Finance
ALL Allstate	$6,560,599	$207,277 ▼	-3.1%	31,683	0.1%	Finance
XLF Financial Select Sector SPDR Fund	$6,453,234	$367,946 ▲	6.0%	129,557	0.1%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$6,427,217	$403,766 ▲	6.7%	52,721	0.1%	Manufacturing
XLP Consumer Staples Select Sector SPDR Fund	$5,450,002	$14,292 ▲	0.3%	66,732	0.1%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$5,364,048		0.0%	43,964	0.1%	ETF
DE Deere & Company	$5,316,327	$574,484 ▲	12.1%	11,327	0.1%	Industrials
NEE NextEra Energy	$5,270,246	$217,845 ▼	-4.0%	74,344	0.1%	Utilities
TRV Travelers Companies	$5,248,209	$94,941 ▲	1.8%	19,845	0.1%	Finance
IYC iShares U.S. Consumer Discretionary ETF	$5,180,615	$148,651 ▼	-2.8%	58,654	0.1%	ETF
DVY iShares Select Dividend ETF	$4,948,452	$29,678 ▲	0.6%	36,849	0.1%	ETF
XLC Communication Services Select Sector SPDR Fund	$4,654,966	$476,752 ▼	-9.3%	48,263	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Ferguson Wellman Capital Management, Inc Top Holdings and 13F Report (2025)

About Ferguson Wellman Capital Management, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Ferguson Wellman Capital Management, Inc Top Holdings and 13F Report (2025)

About Ferguson Wellman Capital Management, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFerguson Wellman Capital Management, Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools