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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
TSLATesla Motors
Recent Activity
Increased 12.35%
0.14%
$6.93M
26,489 shares@ $261.63 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Increased 6.77%
0.14%
$6.88M
11,991 shares@ $573.76 avg price
ESGUIshares Msci Usa Esg Optimized
Recent Activity
Increased 1.75%
0.12%
$6.08M
48,188 shares@ $126.19 avg price
DEDeere & Company
Recent Activity
Increased 24.8%
0.09%
$4.201M
10,066 shares@ $417.34 avg price
AMEAmetek
Recent Activity
Increased 391.03%
0.08%
$4.077M
23,741 shares@ $171.71 avg price
USBUs Bancorp
Recent Activity
Increased 0.44%
0.08%
$3.736M
81,688 shares@ $45.74 avg price
NKENike
Recent Activity
Increased 0.97%
0.07%
$3.43M
38,800 shares@ $88.4 avg price
ADPAutomatic Data Processing
Recent Activity
Increased 21.88%
0.05%
$2.572M
9,294 shares@ $276.74 avg price
KEYSKeysight Technologies Inc
Recent Activity
Increased 5.45%
0.05%
$2.128M
13,392 shares@ $158.94 avg price
WFCWells Fargo
Recent Activity
Increased 9.59%
0.04%
$1.809M
32,021 shares@ $56.49 avg price