AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Ferguson Wellman Capital Management 13F Filing
1. Portfolio Overview
Ferguson Wellman Capital Management’s 13F filing for the period ending December 31, 2025, reveals a dramatic transformation in the firm's portfolio structure. The total assets under management (AUM) surged by 145.0%, growing from $2.55 billion to $6.24 billion. This substantial capital infusion coincides with a significant pivot in investment strategy. The number of holdings remained ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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