FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
All 13F Filings
- Location
- Portland, OR
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 6,239,073
- Description
- Portland Oregon based fiduciary portfolio advisory practice with an incorporated management platform and a research first and risk aware investment mandate. The approach emphasizes active stewardship and governance oversight, planning integrated mandate design, and valuation discipline and downside awareness for private client and family mandates. Portfolio governance emphasizes clear accountability, measured exposure, and resilient implementation through fundamental conviction testing and decision traceability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/13/2026 | 358 | 6,239,073 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q3 2025 | 10/23/2025 | 354 | 6,164,552 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q2 2025 | 7/10/2025 | 340 | 5,682,571 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q1 2025 | 4/16/2025 | 358 | 5,153,786 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q4 2024 | 1/29/2025 | 348 | 5,253,371 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q3 2024 | 11/6/2024 | 359 | 5,166,660 | 13F-HR/A - RESTATEMENT | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q3 2024 | 10/18/2024 | 328 | 4,742,000 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q2 2024 | 7/16/2024 | 354 | 4,923,742 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q1 2024 | 4/9/2024 | 368 | 4,903,377 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q4 2023 | 1/11/2024 | 363 | 4,463,072 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q3 2023 | 10/12/2023 | 350 | 4,084,709 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q2 2023 | 7/11/2023 | 363 | 4,257,213 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q1 2023 | 4/20/2023 | 348 | 3,983,168 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q4 2022 | 1/13/2023 | 340 | 3,838,058 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q3 2022 | 10/17/2022 | 294 | 2,556,845 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q2 2022 | 7/14/2022 | 305 | 2,698,146 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q1 2022 | 4/14/2022 | 340 | 3,175,394 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q4 2021 | 1/10/2022 | 337 | 3,431,225 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q3 2021 | 10/22/2021 | 339 | 3,099,906 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q2 2021 | 7/12/2021 | 346 | 3,071,277 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q1 2021 | 4/26/2021 | 328 | 2,876,695 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q4 2020 | 2/4/2021 | 367 | 4,091,246 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q3 2020 | 10/13/2020 | 349 | 3,627,257 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q2 2020 | 8/4/2020 | 332 | 3,275,168 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q1 2020 | 4/21/2020 | 312 | 2,663,825 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q4 2019 | 1/24/2020 | 357 | 3,396,919 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q2 2014 | 7/25/2014 | 322 | 2,369,509 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q1 2014 | 4/25/2014 | 311 | 2,242,542 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| Q4 2013 | 1/28/2014 | 312 | 2,215,711 | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.004 M | 96.2% | 0 | 160.7 K | -160.7 K |
| ETFs | 235.2 K | 3.8% | 235.2 K | 0 | 235.2 K |
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Fund Snapshot
Q4 2025
Latest filed
1/13/2026
Total value ($000)
6,239,073
Holdings
358
QoQ value change ($000)
74,521
(1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.