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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
MSMorgan Stanley
Recent Activity
Decreased -1.21%
0.73%
$37.495M
359,696 shares@ $104.24 avg price
EMREmerson Electric
Recent Activity
Decreased -0.52%
0.71%
$36.198M
330,971 shares@ $109.37 avg price
TAt & T
Recent Activity
Decreased -1.32%
0.65%
$33.242M
1.511M shares@ $22.01 avg price
CSCOCisco Systems
Recent Activity
Decreased -10.73%
0.63%
$32.148M
604,058 shares@ $53.22 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
AJGArthur J. Gallagher & Co
Recent Activity
Decreased -2.03%
0.62%
$31.802M
113,026 shares@ $281.38 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.61%
$31.467M
33,140 shares@ $949.51 avg price
CORCencora Formerly Amerisourcebe
Recent Activity
Decreased -0.82%
0.56%
$28.734M
127,662 shares@ $225.09 avg price
BRK.BBerkshire Hathaway Class B
Recent Activity
Decreased -0.79%
0.56%
$28.734M
62,429 shares@ $460.27 avg price