FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
•CIK: 869353•Filing: Q4 2025
Ferguson Wellman Capital Management, Inc., led by the seasoned duo of John Ferguson and John Wellman, is known for its concentrated tech and growth-oriented strategy, currently managing $6.2 billion in assets across 358 positions. Recently, the fund has notably increased its exposure to the consumer sector by 280% and added significant positions in XLI, while cutting its stake in BRO by 98%, reflecting a strategic pivot towards more stable growth areas.
Total AUM
$6.2B
QoQ Performance
+1.2%
Positions
358
Top 10 Concentration
43.5%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
GOOGL
AAPL
NVDA
MSFT7.6%
GOOGL6.6%
AAPL5.9%
NVDA5.6%
AVGO3.9%
JPM3.9%
ETR2.4%
ABBV2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology34.7%
Other33.9%
Financial9.2%
Consumer8.2%
Healthcare7.7%
ETF2.5%
Industrial1.5%
Real Estate0.8%
🚪 Exited Positionssold since Q3 2025
—
Veralto Corp
SOLD
$1.2M
—
Vanguard LifeStrategy Growth
SOLD
$897.7K
+150 more exited positions
Changes from Q3 2025
NEW1 new position
↑87 increased
↓98 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023