Long-term investor

Ferguson Wellman Capital Management, Inc. @fergusonwellmancapitalma

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000869353).

Record

• Tracked since 2025-06-30 (431 days), 100 trades recorded
• Returns: week n/a · month n/a · 90 days +9.4% · 6 months +7.9% · 1 year +16.3% · all +16.3%
• Max drawdown -3.0% · Sharpe 0.92 · win rate 28% · data quality High
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• GOOGL · 5.3% · long · since 2025-06-30
• 464288240 · 5.1% · long · since 2026-03-31
• AAPL · 4.9% · long · since 2025-06-30
• NVDA · 4.8% · long · since 2025-06-30
• MSFT · 4.3% · long · since 2025-06-30
• AVGO · 3.3% · long · since 2025-06-30
• JPM · 2.9% · long · since 2025-06-30
• CSCO · 2.2% · long · since 2025-06-30
• AMZN · 2.2% · long · since 2025-06-30
• 464287226 · 2.1% · long · since 2026-03-31
• ABBV · 2.0% · long · since 2025-06-30
• 464287200 · 2.0% · long · since 2025-06-30

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.