Ferguson Wellman Capital Management, Inc Top Holdings and 13F Report (2026) About Ferguson Wellman Capital Management, IncInvestment ActivityFerguson Wellman Capital Management, Inc has $8.38 billion in total holdings as of September 30, 2026.Ferguson Wellman Capital Management, Inc owns shares of 439 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 8.85% of the portfolio was purchased this quarter.About 5.92% of the portfolio was sold this quarter.This quarter, Ferguson Wellman Capital Management, Inc has purchased 450 new stocks and bought additional shares in 161 stocks.Ferguson Wellman Capital Management, Inc sold shares of 189 stocks and completely divested from 32 stocks this quarter.Largest Holdings Microsoft $497,201,261NVIDIA $455,183,514Apple $437,790,153Alphabet $422,709,738iShares MSCI ACWI ex U.S. ETF $407,203,127 Largest New Holdings this Quarter 92338c103 - Veralto Corp $50,177,128 Holding29476l107 - Equity Residential $42,079,923 Holding30231G102 - ExxonMobil $37,706,120 Holding786584102 - Safran $28,087,136 Holding15101q207 - Celestica Inc $27,821,074 Holding Largest Purchases this Quarter Johnson & Johnson 665,033 shares (about $176.06M)Advanced Micro Devices 137,995 shares (about $84.42M)Veralto Corp 531,988 shares (about $50.18M)Equity Residential 692,560 shares (about $42.08M)ExxonMobil 231,681 shares (about $37.71M) Largest Sales this Quarter Stryker 160,545 shares (about $44.21M)Honeywell International Inc 186,557 shares (about $39.35M)JPMorgan Chase & Co. 118,758 shares (about $39.29M)Honeywell Aerospace Inc 251,221 shares (about $38.93M)Apple 73,059 shares (about $24.33M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFerguson Wellman Capital Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$497,201,261$17,775,066 ▲3.7%969,3925.9%TechnologyNVDANVIDIA$455,183,514$5,053,136 ▲1.1%1,993,0975.4%TechnologyAAPLApple$437,790,153$24,330,112 ▼-5.3%1,314,6065.2%TechnologyGOOGLAlphabet$422,709,738$2,429,892 ▲0.6%1,228,5225.0%Communication ServicesACWXiShares MSCI ACWI ex U.S. ETF$407,203,127$8,427,169 ▼-2.0%5,384,8604.9%ETFAVGOBroadcom$247,596,521$857,605 ▼-0.3%705,0223.0%TechnologyJPMJPMorgan Chase & Co.$201,622,127$39,288,728 ▼-16.3%609,4432.4%FinanceAMZNAmazon.com$187,695,869$1,975,012 ▲1.1%753,3452.2%Consumer DiscretionaryCVXChevron$186,181,977$1,181,764 ▲0.6%911,7182.2%EnergyJNJJohnson & Johnson$176,278,119$176,060,768 ▲81,002.8%665,8542.1%HealthcareABBVAbbVie$172,161,821$355,239 ▲0.2%658,1362.1%HealthcareIVViShares Core S&P 500 ETF$169,804,459$1,586,843 ▲0.9%221,7202.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$169,512,306$4,857,182 ▲2.9%1,793,0222.0%ETFCSCOCisco Systems$168,808,311$665,692 ▲0.4%1,568,4132.0%TechnologyMBBiShares MBS ETF$153,345,457$14,930,153 ▲10.8%1,711,0631.8%ETFSTTState Street$139,365,944$1,881,382 ▼-1.3%798,2471.7%FinanceVVisa$129,938,752$398,856 ▲0.3%361,6141.6%FinancePGProcter & Gamble$119,844,608$9,364,018 ▼-7.2%824,9221.4%Consumer StaplesPHParker-Hannifin$106,853,217$6,359,275 ▼-5.6%111,8391.3%IndustrialsMUMicron Technology$106,720,904$3,861,027 ▲3.8%100,1971.3%TechnologyAMGNAmgen$102,741,989$1,401,523 ▼-1.3%243,7471.2%HealthcareETREntergy$100,157,807$5,057,396 ▼-4.8%1,009,0451.2%UtilitiesTrane Technologies$99,281,927$14,098,612 ▲16.6%219,6601.2%COMPMPhilip Morris International$91,624,719$715,957 ▲0.8%480,1631.1%Consumer StaplesAMDAdvanced Micro Devices$85,634,164$84,419,820 ▲6,951.9%139,9801.0%TechnologyPANWPalo Alto Networks$84,300,838$5,517,047 ▼-6.1%212,1791.0%TechnologyAEPAmerican Electric Power$83,054,407$24,171,476 ▼-22.5%700,0541.0%UtilitiesWFCWells Fargo & Company$79,358,218$1,346,521 ▲1.7%991,3580.9%FinanceWal Mart Stores$74,505,317$747,081 ▲1.0%716,9490.9%COMIWMiShares Russell 2000 ETF$73,996,335$227,314 ▼-0.3%266,2790.9%ETFMETAMeta Platforms$72,326,053$29,644,001 ▲69.5%99,7350.9%Communication ServicesIEMGiShares Core MSCI Emerging Markets ETF$72,003,721$14,413,373 ▲25.0%887,1820.9%ETFHDHome Depot$70,518,138$3,062,246 ▼-4.2%247,8760.8%Consumer DiscretionarySCHWCharles Schwab$69,038,688$3,378,971 ▲5.1%706,3500.8%FinanceFCXFreeport-McMoRan$68,000,097$2,639,910 ▲4.0%971,4300.8%MaterialsTJXTJX Companies$66,406,521$2,836,726 ▲4.5%501,9010.8%Consumer DiscretionaryCORCencora$64,799,655$475,596 ▲0.7%215,8190.8%HealthcareETNEaton$61,665,760$22,345 ▲0.0%143,5060.7%IndustrialsTMOThermo Fisher Scientific$58,664,546$6,261,089 ▲11.9%86,9040.7%HealthcareADIAnalog Devices$55,275,984$415,752 ▲0.8%139,3360.7%TechnologyVanguard Intermediate-Term Tax$55,124,758$1,580,820 ▲3.0%578,1610.7%ETFTSMTaiwan Semiconductor Manufacturing$54,283,417$9,733,726 ▼-15.2%118,9930.6%TechnologyMSMorgan Stanley$54,149,412$449,135 ▼-0.8%287,9060.6%FinanceMRKMerck & Co., Inc.$53,710,645$1,019,495 ▼-1.9%369,6280.6%HealthcareVeralto Corp$50,177,128$50,177,128 ▲New Holding531,9880.6%COMAIGAmerican International Group$46,436,005$121,230 ▲0.3%623,9720.6%FinanceXLIIndustrial Select Sector SPDR Fund$42,680,088$20,522,510 ▲92.6%255,6000.5%ETFUNPUnion Pacific$42,280,021$30,531,897 ▲259.9%155,3670.5%IndustrialsEQREquity Residential$42,079,923$42,079,923 ▲New Holding692,5600.5%Real EstateEMREmerson Electric$41,462,982$533,078 ▼-1.3%267,3310.5%IndustrialsSMFGSumitomo Mitsui Financial Group$41,453,798$2,844,529 ▼-6.4%1,599,9150.5%FinanceTXNTexas Instruments$38,525,819$800,777 ▲2.1%137,5480.5%TechnologyTAT&T$38,153,151$23,009 ▼-0.1%1,563,6540.5%Communication ServicesXOMExxonMobil$37,706,120$37,706,120 ▲New Holding231,6810.4%EnergyIJRiShares Core S&P Small-Cap ETF$36,760,813$859,636 ▲2.4%270,2210.4%ETFBlackRock Inc$35,215,658$75,139 ▼-0.2%33,2760.4%COMBRK.BBerkshire Hathaway$33,788,064$273,376 ▲0.8%67,8540.4%FinanceIBMInternational Business Machines$32,968,604$198,377 ▲0.6%149,9050.4%TechnologySIEGYSiemens$32,633,500$83,551 ▼-0.3%210,1320.4%IndustrialsCMICummins$31,059,663$20,344,500 ▼-39.6%60,1270.4%IndustrialsEWBCEast West Bancorp$29,478,387$133,597 ▲0.5%237,8630.4%FinanceBCSBarclays$29,128,927$480,425 ▲1.7%1,200,2030.3%FinanceCBRECBRE Group$28,221,904$25,977,919 ▲1,157.7%219,6770.3%Real EstateVZVerizon Communications$28,115,784$3,150,535 ▲12.6%612,9450.3%Communication ServicesSAFRYSafran$28,087,136$28,087,136 ▲New Holding299,0220.3%IndustrialsCelestica Inc$27,821,074$27,821,074 ▲New Holding76,9750.3%COMGOOGAlphabet$27,388,000$92,000 ▲0.3%80,3780.3%Communication ServicesSONYSony$27,386,802$249,112 ▲0.9%1,163,9100.3%Consumer DiscretionaryNVSNovartis$26,436,755$451,947 ▲1.7%185,4300.3%HealthcareXLEEnergy Select Sector SPDR Fund$25,503,312$416,048 ▼-1.6%414,6880.3%ETFMCKMcKesson$24,482,170$373,969 ▲1.6%28,6740.3%HealthcareNGGNational Grid Transco$24,050,407$4,710,469 ▲24.4%317,2040.3%UtilitiesLLYEli Lilly and Company$23,719,666$951,101 ▼-3.9%20,5000.3%HealthcareHoneywell International Inc$23,345,784$39,352,333 ▼-62.8%110,6750.3%COMCNQCanadian Natural Resources$23,024,149$121,346 ▲0.5%489,1470.3%EnergyDomino's Pizza$22,546,851$22,545,353 ▲1,504,980.0%75,2540.3%COMMCDMcDonald's$22,395,203$4,850 ▲0.0%96,9740.3%Consumer DiscretionaryBHPBHP Group$22,162,753$238,485 ▲1.1%261,2300.3%MaterialsSCCOSouthern Copper$21,640,319$1,069,533 ▲5.2%106,7920.3%MaterialsKMIKinder Morgan$21,632,840$140,740 ▲0.7%717,5070.3%EnergyCRWDCrowdStrike$21,154,584$15,840,522 ▲298.1%79,9040.3%TechnologyAXAHYAXA$20,587,410$242,937 ▲1.2%430,1590.2%FinanceAMPAmeriprise Financial$19,729,449$691,259 ▼-3.4%40,0720.2%FinanceCOSTCostco Wholesale$18,886,899$861,185 ▼-4.4%20,7470.2%Consumer StaplesSPYSPDR S&P 500 ETF Trust$17,772,177$45,757 ▼-0.3%23,3040.2%ETFSMHVanEck Semiconductor ETF$17,300,472$462,231 ▼-2.6%28,4080.2%ETFXLKTechnology Select Sector SPDR Fund$17,006,288$92,785 ▼-0.5%86,8780.2%ETFLMTLockheed Martin$16,823,583$266,338 ▼-1.6%33,0360.2%IndustrialsEAGGiShares ESG Aware U.S. Aggregate Bond ETF$16,671,186$53,893 ▲0.3%368,4240.2%ETFMETMetLife$16,156,236$101,787 ▼-0.6%171,5830.2%FinanceCATCaterpillar$15,518,258$815,641 ▼-5.0%19,1400.2%IndustrialsESGEiShares ESG Aware MSCI EM ETF$15,184,948$74,578 ▼-0.5%280,3720.2%ETFVWOVanguard FTSE Emerging Markets ETF$14,695,010$229,886 ▼-1.5%247,7660.2%ETFVEAVanguard FTSE Developed Markets ETF$14,508,708$420,764 ▲3.0%205,4770.2%ETFIMBBYImperial Tobacco Group$13,414,343$13,414,343 ▲New Holding413,3850.2%Consumer StaplesIYGiShares U.S. Financial Services ETF$13,231,818$120,493 ▼-0.9%147,1510.2%ETFITAiShares U.S. Aerospace & Defense ETF$12,594,110$1,081,484 ▼-7.9%60,7880.2%ETFVTIVanguard Total Stock Market ETF$12,401,101$676,621 ▲5.8%33,1370.1%ETFGVIiShares Intermediate Government/Credit Bond ETF$11,928,910$65,346 ▼-0.5%115,7360.1%ETFESGUiShares ESG Aware MSCI USA ETF$10,674,366$173,972 ▲1.7%63,9950.1%ETFShowing largest 100 holdings. 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