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Ezra William Kover

Ferguson Wellman Capital Management, Inc

Assets Managed
$7.316B
Holdings
406
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
17.27%(2Q avg: 9.24%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ferguson Wellman Capital Management, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 406 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 2026 - Q1, they manage 7.316B in assets, with a quarterly growth rate of 17.27% and a 2-quarter average growth rate of 9.24%. The portfolio is managed by Ezra William Kover, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
New Position
5.15%
$376.668M
5.501M shares@ $68.47 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -7.72%
4.76%
$348.083M
1.21M shares@ $287.56 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.37%
4.74%
$346.313M
1.365M shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -7.33%
4.6%
$336.255M
908,381 shares@ $370.17 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.51%
4.48%
$327.109M
1.876M shares@ $174.41 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.43%
3.02%
$220.292M
748,885 shares@ $294.16 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.88%
2.97%
$216.986M
701,065 shares@ $309.51 avg price
CVX
Chevron Corp
Recent Activity
Increased 0.35%
2.55%
$186.521M
901,505 shares@ $206.9 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
New Position
2.31%
$168.796M
1.7M shares@ $99.27 avg price
ETR
Entergy Corp
Recent Activity
Decreased -13.68%
2.17%
$158.556M
1.411M shares@ $112.37 avg price

1-10 of 406