In its recent 13F-HR filing, Ferguson Wellman Capital Management, Inc. disclosed its holdings as of the reporting period. This filing is significant as it provides investors and the public with insight into the firm’s investment strategy and portfolio composition. By detailing the various securities held, the filing offers transparency and allows stakeholders to make informed decisions based on Ferguson Wellman’s positions.
Ferguson Wellman Capital Management, Inc. is a well-established investment advisory firm based in Portland, Oregon. With a focus on providing personalized investment management services to individuals, families, and institutions, the company prides itself on its client-centric approach and long-term investment perspective. For more information on Ferguson Wellman Capital Management, Inc., visit their website here.
The 13F-HR filing submitted by Ferguson Wellman Capital Management, Inc. is a quarterly report required by the Securities and Exchange Commission (SEC). This form discloses the firm’s holdings of publicly traded securities, including stocks, options, and convertible debt. By providing transparency into the firm’s investment decisions, the filing enables investors to track changes in holdings and better understand Ferguson Wellman’s overall investment strategy.
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FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (0000869353) Files 13F-HR with SEC
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