Ferguson Johnson Wealth Management Inc
CIK
2109387
Location
ROCKVILLE, MD
Portfolio Value
Micro
$2,685,470
Diversification
Highly concentrated
Filing Date
Global Rank
#8,460
/ 8,603
▲ 28
· as of Mar 2026
Top Industry
Consumer Electronics
48.5%
3Y Alpha vs SPY
+10.7%
Period ended 3 months ago
Filed May 5, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+13.8%
SPY
+10.0%
Annualised alpha
+11.4%
Max drawdown
−11.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
48.5%
+7.9 pts
Top 5
100.0%
+12.1 pts
Top 10
100.0%
0.0 pts
HHI
3,069
Highly concentrated+684
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 63.4% | $1,703,248 |
| Consumer Cyclical | 29.0% | $778,782 |
| Healthcare | 7.6% | $203,440 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MAR | Marriott International Inc /Md/ | 977 | $319,547 | |
| No positions match the current search. | ||||
5 positions ·
$2,685,470 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 5,136 | $1,303,465 | 48.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,205 | $459,235 | 17.10% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,080 | $399,783 | 14.89% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
NEW | 977 | $319,547 | 11.90% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 1,073 | $203,440 | 7.58% |