FERGUSON WELLMAN CAPITAL MANAGEMENT, INC – Q3 2026 PF Holdings AUM: $8.20B NEWLY BOUGHT Top-25: #VLTO #VMRK #CLS #LECO #SCHB #DIVB #MGK #DFAC #PKG #SGOV #DVN #AFL #NEM #MINT #DGX #CME #HPE #BTG INCREASED Top-25: #MSFT #NVDA #GOOGL #AMZN #CVX #CSCO #JNJ #AGG #IVV #ABBV #MBB #V #MU #PM #WFC #WMT #SCHW #TJX #AMD #IEMG #COR #FCX #META #ETN #VTEI NO-CHANGE Top-25: #BRK.A #IWB #DFAS #JCI #EZU #IVW #ACWI #DGRO #OEF #SPXL #YUM #BBCA #DFAT #PPG #PSI #NSC #BMO #IXN #BEN #SOXX #TECL #ASND #IYH #UL #SPXC REDUCED Top-25: #AAPL #ACWX #AVGO #JPM #STT #PG #PH #ETR #AMGN #AEP #HD #IWM #PANW #MS #MRK #TSM #SMFG #EMR #T #BLK #CMI #XLE #HON #DPZ #LLY SOLD-OFF Top-15: #GNRC #PLTR #ATO #SPYM #L #CAVA #WPM #ARCC #FLR #ZTS #BN #SO #COO #QTEC #PEG Positive Returns (YTD): #GNRC:+60% #QTEC:+43% #PLTR:+24% #FLR:+22% #WPM:+18% #SPYM:+14% #L:+2% Negative Returns (YTD): #ZTS:-41% #COO:-33% #BN:-20% #CAVA:-11% #PEG:-11% #ARCC:-9% #ATO:-5% #SO:-1% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q3 2026 net investment value - Returns are presented on a YTD basis