Ferguson Wellman Capital Management, Inc. filed its Form 13F-HR report for the period ending September 30, 2026, disclosing equity securities held in its portfolio. The filing lists the firm's contact details, including its principal office at 888 SW 5th Avenue, Suite 1200, Portland, OR 97204, and identifies Ezra William Kover as the Chief Compliance Officer. The report details the firm's holdings across a diverse range of asset classes, including individual stocks and exchange-traded funds.
The portfolio includes significant positions in major technology and healthcare companies. Notable holdings include Apple Inc., with 4,372,459,984 shares; Broadcom Ltd., with 247,394,938 shares; and Johnson & Johnson, with 176,278,119 shares. Other technology names listed include Microsoft, Nvidia, and Broadcom. In the healthcare sector, the firm holds positions in Eli Lilly, AbbVie Inc., and Amgen.
Exchange-traded funds (ETFs) make up a substantial portion of the filing. The firm holds shares in various iShares ETFs, including the iShares Core U.S. Aggregate Bond ETF, the iShares U.S. Technology ETF, and the iShares U.S. Financial Services ETF. Additionally, the portfolio includes ETFs focused on specific sectors such as energy, industrials, and healthcare.
The filing also lists several other individual equities, such as Berkshire Hathaway Class A and Class B, Chevron Corp., and Costco Wholesale Corp. The report provides specific share counts and ticker symbols for each disclosed holding.
