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Filers›Pension Fund›FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
DOSSIER · 13F-HR · Q1 2026

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

FERGUSON WELLMAN's pension fund based in Stamford, CT — $7.3B in tracked AUM across 515 positions as of Q1 2026.

FW
FERGUSON WELLMAN·Stamford, CT·Pension Fund
CIK 0000869353 · last filed Mar 31, 2026
Total AUM
$7.3B
▼ 16.9%
vs prior
Holdings
515
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Financials
12% weight
concentration
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.

#HoldingValueSharesWeight
01
ACWX
iShares MSCI ACWI ex-US Index
$377M5.5M5.1%
02
GOOGL
Alphabet Inc Class A
$348M1.2M4.8%
03
AAPL
Apple Inc
$346M1.4M4.7%
04
MSFT
Microsoft
$336M908K4.6%
05
NVDA
Nvidia
$327M1.9M4.5%
06
JPM
JPMorgan Chase and Company
$220M749K3.0%
07
AVGO
Broadcom LTD
$217M701K3.0%
08
CVX
Chevron Corp
$187M902K2.5%
09
AGG
iShares Core US Aggregate Bond
$169M1.7M2.3%
10
ETR
Entergy
$159M1.4M2.2%

Filing history

Filing history loading…
AI Agent · grounded in FERGUSON
haiku-4-5 · 515 positions indexed
Sector mix
  • Financials12%
  • Cons. Disc.5%
  • Communications15%
  • Industrials18%
  • Energy6%
  • Other44%
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