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 (463 days), 124 trades recorded
- Returns: week n/a · month n/a · 90 days -0.8% · 6 months +2.8% · 1 year +10.8% · all +10.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 5.9% · long · since 2025-09-30
- NVDA · 5.4% · long · since 2025-09-30
- AAPL · 5.2% · long · since 2025-09-30
- GOOGL · 5.0% · long · since 2025-09-30
- 464288240 · 4.9% · long · since 2026-03-31
- AVGO · 3.0% · long · since 2025-09-30
- JPM · 2.4% · long · since 2025-09-30
- AMZN · 2.2% · long · since 2025-09-30
- CVX · 2.2% · long · since 2025-09-30
- JNJ · 2.1% · long · since 2025-09-30
- ABBV · 2.1% · long · since 2025-09-30
- 464287200 · 2.0% · long · since 2025-09-30