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Home > Institutional Investor > Ferguson Wellman Capital Management, Inc > Profile

Instuitional Investor - Ferguson Wellman Capital Management, Inc

Fund Profile
Filing Period:
Fund Name: Ferguson Wellman Capital Management, Inc
Portfolio Value $5,153,786,316
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 936,553 $351,572,559 6.82%
2.
Apple Inc.
 AAPL 1,241,722 $275,823,803 5.35%
3.
Nvidia Corp
 NVDA 1,933,144 $209,514,109 4.07%
4.
Alphabet Inc.
 GOOGL 1,336,919 $206,741,146 4.01%
5.
Jpmorgan Chase & Co
 JPM 774,578 $190,004,085 3.69%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)