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Ezra Kover

@Ferguson Wellman Capital Management, Inc

Latest period2024 - Q3ReportedManaged Assets$5.167BTotal holdings359
Assets growth rate4.94%Assets growth rate (2-Q avg)2.68%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ferguson Wellman Capital Management, Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 359 positions.

Assets under management

The assets under management (AUM) of Ferguson Wellman Capital Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.167B in assets, with a quarterly growth rate of 4.94% and a 2-quarter average growth rate of 2.68%. The portfolio is managed by Ezra Kover, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CCICrown Castle Intl
Recent Activity
Increased 101.06%
0.97%
$50.021M
421,652 shares@ $118.64 avg price
AEPAmerican Electric Power
Recent Activity
Increased 1.42%
0.96%
$49.26M
480,115 shares@ $102.6 avg price
VLTOVeralto Corp
Recent Activity
Increased 2.04%
0.92%
$47.035M
420,482 shares@ $111.87 avg price
ANAutonation
Recent Activity
Increased 0.18%
0.88%
$45.423M
253,874 shares@ $178.92 avg price
CRWDCrowdstrike Holdings Inc.
Recent Activity
Increased 0.57%
0.87%
$44.775M
159,644 shares@ $280.48 avg price
IBMInternational Business Machine
Recent Activity
Increased 0.02%
0.63%
$32.105M
145,221 shares@ $221.09 avg price
BROBrown And Brown
Recent Activity
Increased 0.39%
0.62%
$31.846M
307,392 shares@ $103.6 avg price
XOMExxon Mobil
Recent Activity
Increased 1.73%
0.49%
$24.97M
213,022 shares@ $117.22 avg price
IYEIshares U.s. Energy Etf
Recent Activity
Increased 3857.21%
0.27%
$13.546M
292,319 shares@ $46.34 avg price
VTIVanguard Total Stock Market Et
Recent Activity
Increased 2.08%
0.16%
$7.893M
27,875 shares@ $283.17 avg price