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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

Quarter ended Q4 2023 · Filed October 12, 2023 · Accession 0000869353-23-000005

Total Value
$4.08B
Positions
350
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (350)

#IssuerTicker / CUSIPSharesValue% of Filing
1MicrosoftMSFT930,360$293.8M7.19%
2Apple IncAAPL1,464,980$250.8M6.14%
3Alphabet Inc Class AGOOG1,448,286$189.5M4.64%
4Procter And Gamble742718109812,095$118.5M2.90%
5JPMorgan Chase and CompanyVYLD765,022$110.9M2.72%
6Honeywell International Inc438516106487,424$90.0M2.20%
7Chevron CorpCVX532,051$89.7M2.20%
8Johnson & JohnsonJNJ558,916$87.1M2.13%
9Home DepotHD281,248$85.0M2.08%
10AbbVie IncABBV548,891$81.8M2.00%
11Visa IncV334,689$77.0M1.88%
12Broadcom LTDAVGO92,371$76.7M1.88%
13UnitedHealth GroupUNH144,692$73.0M1.79%
14Parker HannifinPH180,961$70.5M1.73%
15iShares Core S&P 500 ETF464287200162,145$69.6M1.70%
16Comcast Cl ACCZ1,347,761$59.8M1.46%
17Analog DevicesADI340,918$59.7M1.46%
18Fortive CorpFTV797,200$59.1M1.45%
19Thermo Fisher ScientificTMO114,881$58.1M1.42%
20NvidiaNVDA132,109$57.5M1.41%
21Morgan StanleyMS-PQ701,335$57.3M1.40%
22McDonaldsMCD208,618$55.0M1.35%
23Philip Morris International In718172109590,026$54.6M1.34%
24EntergyENO585,948$54.2M1.33%
25TJX Companies872540109581,715$51.7M1.27%
26Lockheed MartinLMT120,976$49.5M1.21%
27Apache CorpAPA1,199,282$49.3M1.21%
28Wal Mart StoresWMT289,671$46.3M1.13%
29Schwab S&P 500 Index Fund808509855672,114$44.6M1.09%
30Abbott LaboratoriesABLZF458,427$44.4M1.09%
31MerckMRK408,421$42.0M1.03%
32Avalonbay CommunitiesAWX243,638$41.8M1.02%
33American Intl Group026874784656,500$39.8M0.97%
34Amazon.comAMZN310,489$39.5M0.97%
35AutonationAN257,000$38.9M0.95%
36Cisco SystemsCSCO722,751$38.9M0.95%
37Palo Alto Networks IncPANW155,326$36.4M0.89%
38Cencora Formerly AmerisourceBeCOR198,490$35.7M0.87%
39StrykerSYK129,093$35.3M0.86%
40PPG Industries693506107267,517$34.7M0.85%
41Emerson ElectricEMR345,765$33.4M0.82%
42Arthur J. Gallagher & Co363576109145,288$33.1M0.81%
43Eaton Corp PLCETN152,256$32.5M0.79%
44Motorola SolutionsMSI117,323$31.9M0.78%
45State StreetSTT-PG467,141$31.3M0.77%
46Applied Materials038222105219,949$30.5M0.75%
47SchlumbergerSLB508,381$29.6M0.73%
48ZoetisZTS141,746$24.7M0.60%
49Monster BeverageMNST448,980$23.8M0.58%
50CrowdStrike Holdings, Inc.CRWD135,937$22.8M0.56%
51AT & TT-PC1,489,639$22.4M0.55%
52Berkshire Hathaway Class BBRK-A63,404$22.2M0.54%
53Energy Select Sector SPDR81369y506239,358$21.6M0.53%
54BlackRockBLK33,217$21.5M0.53%
55LKQ CorporationLKQ433,583$21.5M0.53%
56Brown and BrownBRO302,847$21.2M0.52%
57Ameriprise Financial03076C10663,590$21.0M0.51%
58PfizerPFE613,752$20.4M0.50%
59International Business MachineINTR143,401$20.1M0.49%
60Tapestry IncTPR695,224$20.0M0.49%
61Voya Financial IncVOYA-PB285,690$19.0M0.46%
62Crown Castle IntlCCI203,695$18.7M0.46%
63iShares U.S. Aerospace & Defen464288760176,701$18.7M0.46%
64American Electric Power025537101246,793$18.6M0.45%
65East West Bancorp IncEWBC302,552$15.9M0.39%
66Texas Instruments88250810495,120$15.1M0.37%
67Costco Wholesale CorpCOST25,927$14.6M0.36%
68Avery Dennison CorpAVY79,860$14.6M0.36%
69Dow IncDOW281,322$14.5M0.36%
70MASCOMAS259,906$13.9M0.34%
71Verizon CommunicationsVZ393,103$12.7M0.31%
72Ge Healthcare Technologies IncGEHC181,181$12.3M0.30%
73Union PacificUNP59,539$12.1M0.30%
74Eli LillyLLY22,341$12.0M0.29%
75MetLifeMET-PF178,736$11.2M0.28%
76Alphabet Inc Class CGOOG80,895$10.7M0.26%
77AlbemarleALB-PA56,600$9.6M0.24%
78iShares U.S. Financial Service46428777058,602$9.1M0.22%
79Kinder Morgan IncEP-PC511,640$8.5M0.21%
80PepsicoPEP48,607$8.2M0.20%
81Technology Select Sector SPDR81369y80348,712$8.0M0.20%
82Gilead SciencesGILD105,822$7.9M0.19%
83IntuitINTU15,365$7.9M0.19%
84CaterpillarCAT28,256$7.7M0.19%
85Exxon MobilXOM64,083$7.5M0.18%
86iShares U.S. Industrials ETF46428775472,007$7.3M0.18%
87Consumer Staples SPDR81369y30895,535$6.6M0.16%
88Nextera Energy IncNEE-PW110,212$6.3M0.15%
89HumanaHUM12,652$6.2M0.15%
90AmgenAMGN21,816$5.9M0.14%
91Mastercard Cl AMA14,458$5.7M0.14%
92Adobe SystemsADBE10,878$5.5M0.14%
93Tesla MotorsTSLA21,418$5.4M0.13%
94Materials Select Sector SPDR81369y10064,794$5.1M0.12%
95SPDR S&P 500 ETF TrustSPY11,391$4.9M0.12%
96NikeNKE49,637$4.7M0.12%
97iShares U.S. Consumer Services46428758068,930$4.6M0.11%
98Financial Select Sector SPDR81369y605138,384$4.6M0.11%
99Carrier Global Corp Ordinary SCARR81,701$4.5M0.11%
100Vanguard Total Stock Market ET92290876921,179$4.5M0.11%
101AllstateALL-PJ39,374$4.4M0.11%
102Industrial Select Sector SPDR81369Y70442,159$4.3M0.10%
103Deere & CompanyDE11,262$4.3M0.10%
104iShares Select Dividend ETF46428716839,331$4.2M0.10%
105Vanguard 500 Index Fund92290871010,675$4.2M0.10%
106iShares MSCI USA ESG Optimized46435g42544,741$4.2M0.10%
107iShares Core S&P Total US Stoc46428715044,016$4.1M0.10%
108IntelINTC110,464$3.9M0.10%
109Bristol-Myers SquibbCELG-RI67,497$3.9M0.10%
110Consumer Discretionary Selt81369y40724,003$3.9M0.09%
111Travelers CompaniesTRV20,990$3.4M0.08%
112Invesco QQQ TrustIVZ9,505$3.4M0.08%
113iShares Russell 1000 Value ETF46428759822,043$3.3M0.08%
114Starbucks CoffeeSBUX35,129$3.2M0.08%
115Berkshire Hathaway Class ABRK-A6$3.2M0.08%
116Phillips 66PSX26,276$3.2M0.08%
117Communication Services SPDR81369Y85247,720$3.1M0.08%
118iShares U.S. Technology ETF46428772129,805$3.1M0.08%
119ConocoPhillipsCOP24,750$3.0M0.07%
120US BancorpUSB-PS88,624$2.9M0.07%
121Raytheon Technologies CorpRTX39,683$2.9M0.07%
122Fastenal CoFAST47,808$2.6M0.06%
123Health Care Select Sector SPDR81369y20918,283$2.4M0.06%
124Waste Management94106L10915,318$2.3M0.06%
125SPDR S&P Dividend ETF78464a76319,736$2.3M0.06%
126BoeingBA-PA11,685$2.2M0.05%
127CME GroupCME10,738$2.1M0.05%
128Keysight Technologies IncKEYS15,812$2.1M0.05%
129Progressive Corp74331510315,007$2.1M0.05%
130Meta Platforms Inc.META6,915$2.1M0.05%
131DFA US Core Equity 1 Portfolio23320341362,848$2.0M0.05%
132Kimberly ClarkKMB16,731$2.0M0.05%
133RPM International74968510321,229$2.0M0.05%
134Edwards Lifesciences CPEW28,374$2.0M0.05%
135iShares Russell 1000 ETF4642876228,321$2.0M0.05%
136Altria GroupMO45,428$1.9M0.05%
137Automatic Data ProcessingADP7,625$1.8M0.04%
138General Mills37033410428,441$1.8M0.04%
139CSXCSX57,482$1.8M0.04%
140Hubbell IncHUBB5,553$1.7M0.04%
141Agilent TechnologiesA15,433$1.7M0.04%
142CMS EnergyCMS-PC29,434$1.6M0.04%
143Discover Financial Services25470910817,567$1.5M0.04%
144Vanguard S&P 500 ETF9229083633,759$1.5M0.04%
145Bruker CorpBRKRP23,251$1.4M0.04%
146Extra Space Storage Inc.EXR11,895$1.4M0.04%
147Coca-ColaKO25,514$1.4M0.03%
148Casey's General Stores1475281035,240$1.4M0.03%
149iShares Nasdaq Biotech Index46428755611,519$1.4M0.03%
150Walt Disney25468710616,991$1.4M0.03%
151Dimensional US Marketwide Valu25434V72439,390$1.3M0.03%
152General DynamicsGD6,000$1.3M0.03%
1533M CompanyMMM14,158$1.3M0.03%
154PNC Financial Services Group69347510510,754$1.3M0.03%
155Moody's CorporationMCO4,163$1.3M0.03%
156Accenture PLC Cl AACN4,172$1.3M0.03%
157General Electric36960430111,583$1.3M0.03%
158Fortinet IncFTNT21,773$1.3M0.03%
159BlackRock Health Sciences Opps09193754018,913$1.3M0.03%
160Wells Fargo94974610131,010$1.3M0.03%
161Capital One Financial14040H10512,755$1.2M0.03%
162Otis Worldwide Corp Ordinary SOTIS15,229$1.2M0.03%
163Marsh & McLennan5717481026,212$1.2M0.03%
164Trane TechnologiesIR5,809$1.2M0.03%
165Johnson ControlsG5150210522,047$1.2M0.03%
166Jensen Portfolio Inc47631340820,244$1.2M0.03%
167Hershey CompanyHSY5,835$1.2M0.03%
168AAONAAON20,380$1.2M0.03%
169Waters Corporation9418481034,195$1.2M0.03%
170Peoples Bank of Commerce Orego71031110198,057$1.1M0.03%
171Lowe's Companies5486611075,421$1.1M0.03%
172Mondelez International60920710516,025$1.1M0.03%
173Vanguard LifeStrategy Growth91290950328,775$1.1M0.03%
174FedEx CorpFDX4,102$1.1M0.03%
175Coterra EnergyCTRA39,630$1.1M0.03%
176Corteva IncCTVA20,843$1.1M0.03%
177AmerenAEE14,168$1.1M0.03%
178Fiserv IncFISV9,004$1.0M0.02%
179Bank of New York Co06405810023,595$1.0M0.02%
180Vanguard Growth ETF9229087363,669$999,1050.02%
181Domino's PizzaDPZ2,632$996,9750.02%
182Franklin ResourcesBEN40,540$996,4730.02%
183Schwab US Large Cap ETF80852420119,652$994,3910.02%
184Jeffries Group47231910226,167$958,4970.02%
185Cadence Design SystemsCDNS4,055$950,0860.02%
186Dollar General2566771058,794$930,4050.02%
187American ExpressAXP6,142$916,3250.02%
188McCormick & CoMKC-V11,971$905,4720.02%
189Invesco Van Kampen American FrIVZ45,070$889,6850.02%
190Stanley Black & DeckerSWK10,512$878,5930.02%
191Marathon PetroleumMARA5,730$867,1780.02%
192Trimble NavigationTRMB16,000$861,7600.02%
193Fidelity 500 Index3159117505,602$836,6920.02%
194SP Funds S&P Global REIT Shari88636476947,065$831,4500.02%
195Woodward IncWWD6,654$826,8260.02%
196DuPont de Nemours IncDD11,081$826,5320.02%
197Air Products & ChemicalsAIIR2,823$800,0380.02%
198iShares Russell 1000 Growth ET4642876143,003$798,7680.02%
199AmetekAME5,324$786,6740.02%
200IngredionINGR7,957$782,9690.02%
201Vanguard Value ETF9229087445,448$751,4490.02%
202iShares S&P 500 Growth ETF46428730910,692$731,5470.02%
203QualcommQCOM6,279$697,3460.02%
204Vanguard Growth Index Fund9229086604,928$690,4480.02%
205Vanguard Wellington Admiral92193520110,016$681,5940.02%
206TE Connectivity LTDTEL5,318$656,9330.02%
207Blackstone IncBX6,125$656,2530.02%
208Kroger FoodsKR14,612$653,8870.02%
209Schwab Total Stock Market Inde8085097568,910$652,7100.02%
210S&P Global IncSPGI1,776$648,9680.02%
211VMware Inc - Submitted for Sto928stk0453,869$644,1110.02%
212Electronic ArtsEA5,335$642,3340.02%
213Waste ConnectionsWCN4,753$638,3280.02%
214iShares S&P 100 Index Fund4642871013,166$635,2260.02%
215Nucor CorpNUE4,062$635,0940.02%
216iShares U.S. Healthcare ETF4642877622,348$634,1240.02%
217Vanguard Large-Cap ETF9229086373,225$631,1000.02%
218Digital Realty Trust Inc.2538681035,155$623,8910.02%
219Becton Dickinson & CoBDX2,391$618,1450.02%
220Vanguard Dvd Appreciation ETF9219088443,951$613,9060.02%
221iShares Transportation Average4642871922,590$605,4640.01%
222Cigna1255231002,084$596,1700.01%
223Schwab Charitable Total Market80851670214,545$588,4900.01%
224American Tower Corp03027X1003,569$586,9220.01%
225United Parcel Service CL BUPS3,706$577,6540.01%
226OneokOKE9,077$575,7540.01%
227Sherwin-WilliamsSHW2,238$570,8020.01%
228Cardinal HealthCAH6,518$565,8930.01%
229Illinois Tool Works4523081092,418$556,8230.01%
230Truist Financial Corporation89832Q10919,274$551,4290.01%
231Northrop GrummanNOC1,247$548,9170.01%
232GracoGGG7,500$546,6000.01%
233Exelon CorpEXC14,438$545,6120.01%
234FMCFMC8,088$541,6530.01%
235Norfolk Southern6558441082,740$539,5880.01%
236Dimensional US Targeted Value 25434V60911,787$538,5480.01%
237Schwab US Large-Cap Growth ETF8085243007,386$537,1100.01%
238Constellation Energy GroupCEG4,911$535,6920.01%
239iShares U.S. Basic Materials E4642878384,190$529,2810.01%
240Vanguard REIT VIPERs ETF9229085536,930$524,3050.01%
241SPDR S&P Oil&Gas Exploration &78468R5563,536$523,0100.01%
242CabotCBT7,480$518,1400.01%
243CorningGLW16,820$512,5050.01%
244Harley-DavidsonHOG15,316$506,3470.01%
245Real Estate Select Sector SPDR81369Y86014,485$493,5040.01%
246Vanguard World Fds92204a7932,321$492,9010.01%
247Vanguard World Fds92204a8274,081$479,6090.01%
248Vanguard Dividend Growth92190860413,842$473,6830.01%
249TIAA-CREF Growth & Income Reta88631576120,884$471,1330.01%
250Zimmer Biomet Holdings IncZBH4,156$466,4080.01%
251Tyson Foods Inc Cl ATSN9,136$461,2770.01%
252Oracle CorporationORCL-PD4,253$450,4780.01%
253Colgate-PalmoliveCL6,255$444,7930.01%
254Dell Technologies Inc Class CDELL6,147$423,5280.01%
255Market Vectors Agribusiness ET57060U6055,276$415,2210.01%
256DFA US Large Cap Value Portfol2332038279,779$407,9680.01%
257Vanguard Total Stock Mkt Idx A9229087283,846$397,7510.01%
258iShares U.S. Consumer Goods ET4642878122,125$396,3340.01%
259Bank of America06050510414,458$395,8480.01%
260iShares U.S. Energy ETF4642877968,330$395,0920.01%
261iShares MSCI USA Quality Facto46432F3392,939$387,3310.01%
262Invesco Water Resources ETFIVZ7,278$387,0440.01%
263CenterPoint EnergyCNP14,332$384,8140.01%
264CF Industries Holdings1252691004,487$384,7150.01%
265iShares Russell 3000 ETF4642876891,560$382,2940.01%
266American Funds Fundamental Inv3608021025,691$374,2700.01%
267T Rowe Price Capital Appreciat77954m10511,329$369,5490.01%
268Vanguard Mid-Cap ETF9229086291,770$368,5850.01%
269Washington FederalWAFDP14,288$366,0590.01%
270HIH Tewksbury Limited Liabilit9983906551$364,2420.01%
271Vanguard High Dividend Yield9219464063,486$360,1640.01%
272Grainger (W.W.) Inc384802104519$359,0650.01%
273Best BuyBBY5,161$358,5350.01%
274Baxter International0718131099,416$355,3600.01%
275Essential Utilities Inc29670G10210,205$350,3380.01%
276Synovus Financial87161C50112,580$349,7240.01%
277Danaher2358511021,400$347,3400.01%
278Utilities Select Sector SPDR81369y8865,825$343,2670.01%
279Goldman Sachs GroupGSCE1,059$342,6610.01%
280Charter CommunicationsCHTR774$340,4210.01%
281Columbia Banking19723610216,526$335,4720.01%
282Celanese Corp Series ACE2,667$334,7620.01%
283Medtronic PLCMDT4,232$331,6200.01%
284Biogen IdecBIIB1,279$328,7160.01%
285Schwab U.S. Dividend Equity8085247974,630$327,6190.01%
286American Funds Growth Fund of 3998748255,453$323,3010.01%
287Citizens Financial Group IncCIA12,055$323,0740.01%
288Vanguard LifeStrategy Moderate92190940410,965$314,4770.01%
289WisdomTree US High Dividend ETWT3,965$309,5080.01%
290American Balanced Fund F02407140910,413$307,3780.01%
291Lam Research CorpLRCX486$304,6100.01%
292Lewis & Clark Bank52758410611,654$303,0040.01%
293AutodeskADSK1,423$294,4330.01%
294American Funds Growth Funds of3998741064,929$292,8060.01%
295iShares Global Clean Energy ET46428822420,001$292,4150.01%
296DFA US Core Equity 22332033979,948$291,5630.01%
297Southern CompanySOMN4,430$286,7100.01%
298First Solar, Inc.FSLR1,750$282,7820.01%
299M&T Bank55261F1042,225$281,3510.01%
300Ivy Accumulative A46600G87957,901$279,6630.01%
301TransDigm GroupTDG330$278,2330.01%
302Murphy USA Inc.MUSA805$275,0930.01%
303iShares MSCI USA ESG Select ET4642888023,050$274,4080.01%
304Huntington Ingalls Industries4464131061,333$272,7050.01%
305WeyerhaeuserWY8,885$272,4140.01%
306Vanguard Info Tech ETF92204A702655$271,7590.01%
307Consolidated EdisonED3,169$271,0450.01%
308Cooper Companies216648402835$265,5380.01%
309Portland General Electric Co7365088476,542$264,8200.01%
310DWS Core Equity Fund25157M6799,127$263,4840.01%
311Valero Energy CorpVLO1,859$263,4390.01%
312Dimensional ETF Trust25434v4015,642$262,6350.01%
313Manulife Financial Corp56501R10613,946$254,9330.01%
314Schwab (Charles)SCHW-PJ4,641$254,7910.01%
315American Funds Invmt Co of Ame4613088275,521$254,6950.01%
316SPX CorpSPXC3,105$252,7470.01%
317Prologis IncPLDGP2,203$247,1990.01%
318SEI Instl Mgd S&P 500 Index A7839253163,116$247,0230.01%
319TRI Contl8954361039,266$246,3830.01%
320Ingersoll Rand IncIR3,863$246,1500.01%
321EcolabECL1,447$245,1220.01%
322Vanguard Extended Market Idx A9229086942,249$244,6100.01%
323Salesforce.comCRM1,192$241,7140.01%
324Huntington Bancshares IncHBANP23,072$239,9490.01%
325iShares U.S. Financials ETF4642877883,095$231,3820.01%
326TargetTGT2,075$229,4330.01%
327Intuitive Surgical IncISRG779$227,6940.01%
328SPDR Dow Jones Ind Average ETF78467X109674$225,7560.01%
329Netflix IncNFLX597$225,4270.01%
330Idacorp IncIDA2,371$222,0440.01%
331MFS Growth R65529856731,362$218,8980.01%
332First Trust NASDAQ-100-Tech Se3373451021,493$216,8880.01%
333iShares US Insurance ETF4642887862,360$216,2940.01%
334American Funds - American Mutu0276811054,461$213,4040.01%
335Dodge & Cox Stock Fund256219106937$212,0690.01%
336Columbia Fds Ser Tr19765h3214,264$208,2760.01%
337Yum Brands IncYUM1,665$208,0250.01%
338Janus Forty T47103A6254,768$204,1140.00%
339Vanguard Value Index Admiral S9229086783,786$203,7070.00%
340Archer-Daniels MidlandADM2,699$203,5590.00%
341Jensen Quality Growth Fund J4763131013,506$202,9680.00%
342North European Oil Royalty Tru65931010613,254$161,8310.00%
343Calvert Global Energy Solution13161P81310,173$108,9520.00%
344Leslies Inc52706410913,795$78,0800.00%
345Sirius XM RadioSIRI16,929$76,5200.00%
346Digihost Technology Inc25381D20616,499$17,4890.00%
347Hugoton Royalty TrustHGTXU10,000$6,8000.00%
348Thunder Mountain Gold IncTHMG10,000$5050.00%
349Vape Holdings REG REVOKED EFF 91912N10560,000$60.00%
350XTRA Bitcoin Inc98422A101200,000$00.00%