FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
CIK 869353
13F filing for Q2 2026・No. 654
- Holdings
- US$8.18B
- Quarter change
- +US$865.38M
- Entries
- 552
- Net bought (estimate)
- +US$93.93M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 46
- Sold out 10
- Cut 171
- Added 148
- Corporate actions 2
- Unchanged 77
Largest holdings
442 stocks worth US$8.19B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCOM | Added | 1,221,460 | US$436.51M | 5.33% |
| iShares MSCI ACWI ex-US IndexETF | Cut | 5,496,301 | US$418.32M | 5.11% |
| AAPLAppleCOM | Added | 1,387,665 | US$401.53M | 4.90% |
| NVDANvidiaCOM | Added | 1,970,971 | US$394.37M | 4.81% |
| MSFTMicrosoftCOM | Added | 934,736 | US$348.68M | 4.26% |
| AVGOBroadcomCOM | Added | 707,464 | US$267.24M | 3.26% |
| JPMJPMorgan Chase and CompanyCOM | Cut | 728,201 | US$238.36M | 2.91% |
| CSCOCisco SystemsCOM | Cut | 1,562,228 | US$183.5M | 2.24% |
| AMZNAmazonCOM | Added | 745,418 | US$177.66M | 2.17% |
| iShares Core US Aggregate BondETF | Added | 1,741,645 | US$172.39M | 2.10% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.