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CIK: 0000799004
Total reported value
$3.7B
$3.7B
263 檔
13.3%
At the close of Q1 2024, Becker Capital Management Inc disclosed equity holdings valued at approximately $3.7B, spread across 263 reported holdings.
During Q1 2024, Becker Capital Management Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 263 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.51% | -0.11% | -2.03% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.08% | +0.37% | -1.56% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.72% | +0.03% | -1.51% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.42% | — | -0.47% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 2.28% | +0.40% | -11.78% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.05% | — | +3.49% | |
| 7 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.96% | -0.18% | -0.72% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.95% | +0.06% | +5.74% | |
| 9 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 1.83% | -0.08% | -34.72% | |
| 10 | MCK | Mckesson CORP | Stock-Healthcare | 1.82% | -0.38% | -3.27% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.73% | -0.38% | +197.52% | |
| 12 | QCOM | Qualcomm Inc | Stock-Tech | 1.72% | +0.28% | -0.70% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.70% | +0.04% | +70.80% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | +0.26% | +0.16% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.57% | +0.23% | -4.32% | |
| 16 | BLKCHF | Blackrock Inc | Stock-Other | 1.54% | — | -1.02% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.52% | -0.11% | -2.34% | |
| 18 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.51% | +0.08% | -1.05% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.49% | -0.04% | -2.90% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.41% | -0.10% | +3.12% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.39% | +0.01% | -1.09% | |
| 22 | SYY | Sysco CORP | Stock-Consumer Staples | 1.39% | -0.02% | -0.30% | |
| 23 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.36% | -0.15% | -2.05% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.36% | +0.46% | -2.25% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.35% | -0.20% | -0.15% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.32% | -0.40% | +2.58% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.31% | -0.03% | -12.36% | |
| 28 | ALL | Allstate CORP | Stock-Financials | 1.31% | +0.04% | -2.53% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.22% | -0.20% | -1.46% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.19% | -0.06% | +0.33% | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 1.15% | -0.03% | +1.04% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.04% | -0.08% | +1.17% | |
| 33 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.03% | -0.08% | +36.55% | |
| 34 | FE | Firstenergy CORP | Stock-Utilities | 1.03% | -0.17% | +1.97% | |
| 35 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 1.00% | -0.07% | +1.50% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | +0.13% | +0.47% | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.95% | -0.10% | +1.64% | |
| 38 | AZO | Autozone Inc | Stock-Consumer Disc | 0.94% | -0.09% | +0.08% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.94% | -0.06% | -3.07% | |
| 40 | SNY | Sanofi-adr | Stock-Healthcare | 0.93% | -0.30% | -2.95% | |
| 41 | USB | US Bancorp | Stock-Financials | 0.90% | +0.02% | -0.27% | |
| 42 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.90% | — | +0.89% | |
| 43 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.89% | -0.02% | +34.07% | |
| 44 | CARR | Carrier Global CORP | Stock-Industrials | 0.87% | +0.13% | +1.99% | |
| 45 | GD | General Dynamics CORP | Stock-Industrials | 0.86% | -0.06% | -1.79% | |
| 46 | MEOH | Methanex CORP | Stock-Other | 0.84% | -0.30% | +0.21% | |
| 47 | NEM | Newmont CORP | Stock-Materials | 0.84% | -0.38% | +13.47% | |
| 48 | CIEN | Ciena CORP | Stock-Tech | 0.79% | +0.06% | -1.46% | |
| 49 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.78% | -0.11% | +0.75% | |
| 50 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.77% | -0.10% | +13.59% |
According to official SEC Form 13F filings, Becker Capital Management Inc reported a total U.S. public equity portfolio value of $3.7B across 263 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, JPM) accounted for 13.3% of total reported equity market value during Q1 2024.
During Q1 2024, Becker Capital Management Inc's top holdings by market value included MSFT (5.5%)、AAPL (4.1%)、JPM (2.7%). The largest single position, MSFT, represented 5.5% of total portfolio value.
In Q1 2024, Becker Capital Management Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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