Ezra William Kover
Ferguson Wellman Capital Management, Inc
Assets Managed
$8.192B
Holdings
442
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
11.97%(2Q avg: 14.62%)
Sustained Growth
5 quarters
Portfolio positions
This chart displays the top 10 holdings in Ferguson Wellman Capital Management, Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 442 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 8.192B in assets, with a quarterly growth rate of 11.97% and a 2-quarter average growth rate of 14.62%. The portfolio is managed by Ezra William Kover, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
GOOGL Alphabet Inc-cl A
| 5.33% | $436.513M 1.221M shares@ $357.38 avg price | Increased 0.91% |
ACWX Ishares Msci Acwi Ex Us Etf
| 5.11% | $418.323M 5.496M shares@ $76.12 avg price | Decreased -0.08% |
AAPL Apple Inc
| 4.91% | $401.535M 1.388M shares@ $289.37 avg price | Increased 1.7% |
NVDA Nvidia Corp
| 4.82% | $394.371M 1.971M shares@ $200.09 avg price | Increased 5.09% |
MSFT Microsoft Corp
| 4.26% | $348.675M 934,736 shares@ $373.02 avg price | Increased 2.91% |
AVGO Broadcom Inc
| 3.27% | $267.244M 707,464 shares@ $377.75 avg price | Increased 0.92% |
JPM Jpmorgan Chase & Co
| 2.91% | $238.362M 728,201 shares@ $327.34 avg price | Decreased -2.76% |
CSCO Cisco Systems Inc
| 2.25% | $183.499M 1.562M shares@ $117.46 avg price | Decreased -0.28% |
AMZN Amazon.com Inc
| 2.17% | $177.663M 745,418 shares@ $238.34 avg price | Increased 1.53% |
AGG Ishares Core U.s. Aggregate
| 2.11% | $172.388M 1.742M shares@ $98.99 avg price | Increased 2.43% |
1-10 of 442