Ferguson Wellman Capital Management, Inc.
Annual return '25
+12.6%
SPY '25
+17.7%
Alpha
-5.2ptsvs SPY
Invested
$7.3B
Holdings
393
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ACWX
iShares MSCI ACWI ex-US Index
Held since at least Q1 2024
5.2%
02
$GOOGL
Alphabet Inc Class A
Q4 2025: Exited (was 1.38M shares)
4.8%
03
$AAPL
Apple Inc
Q4 2025: Exited (was 1.23M shares)
4.8%
04
$MSFT
Microsoft
Q1 2026: Increased +5.9% (2.21M → 2.34M shares)
4.6%
05
$NVDA
Nvidia
Q4 2025: Exited (was 1.88M shares)
4.5%
06
$JPM
JPMorgan Chase and Company
Q4 2025: Exited (was 741.5k shares)
3.0%
07
$AVGO
Broadcom LTD
Q1 2026: Increased +99.4% (892.4k → 1.78M shares)
3.0%
08
$CHV
Chevron Corp
Q4 2025: Exited (was 748.4k shares)
2.6%
09
$AGG
iShares Core US Aggregate Bond
Held since at least Q1 2024
2.3%
10
$ETR
Entergy
Q4 2025: Exited (was 1.30M shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:06 UTC.