13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000799004
Total reported value
$3.7B
$3.7B
266 檔
14.4%
According to the latest 13F quarterly dataset, Becker Capital Management Inc managed an equity portfolio of $3.7B at the end of Q2 2024, spanning 266 distinct U.S. exchange-listed positions.
During Q2 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 266 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.64% | -0.11% | -3.48% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.94% | +0.37% | -1.24% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.71% | +0.03% | -1.09% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 2.56% | +0.40% | +3.31% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.54% | — | +1.74% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.07% | +0.06% | +2.49% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.97% | — | -0.29% | |
| 8 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.96% | -0.18% | -1.75% | |
| 9 | QCOM | Qualcomm Inc | Stock-Tech | 1.90% | +0.28% | -5.82% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.85% | -0.38% | -4.46% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.85% | +0.23% | -2.03% | |
| 12 | MCK | Mckesson CORP | Stock-Healthcare | 1.77% | -0.38% | -10.79% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.71% | +0.04% | +2.58% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | +0.26% | -1.09% | |
| 15 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 1.64% | -0.08% | -7.61% | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.55% | +0.08% | -5.00% | |
| 17 | BLKCHF | Blackrock Inc | Stock-Other | 1.43% | — | -1.52% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.38% | -0.03% | +1.44% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 1.36% | -0.20% | -1.80% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.35% | -0.04% | -3.45% | |
| 21 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.32% | -0.15% | -6.24% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.29% | -0.40% | -1.26% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.28% | -0.10% | -1.75% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 1.24% | -0.11% | -4.08% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.24% | +0.46% | -4.21% | |
| 26 | SYY | Sysco CORP | Stock-Consumer Staples | 1.20% | -0.02% | -1.64% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.17% | -0.20% | -1.83% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | -0.06% | -4.51% | |
| 29 | ALL | Allstate CORP | Stock-Financials | 1.15% | +0.04% | -4.42% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 1.08% | +0.01% | -13.62% | |
| 31 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.02% | -0.08% | -6.48% | |
| 32 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.02% | — | -1.34% | |
| 33 | FE | Firstenergy CORP | Stock-Utilities | 1.01% | -0.17% | -1.29% | |
| 34 | NEM | Newmont CORP | Stock-Materials | 1.00% | -0.38% | +2.19% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.99% | -0.06% | -3.15% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 0.99% | -0.03% | -4.47% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | +0.13% | -0.98% | |
| 38 | SNY | Sanofi-adr | Stock-Healthcare | 0.93% | -0.30% | -0.45% | |
| 39 | PFE | Pfizer Inc | Stock-Healthcare | 0.93% | -0.10% | -3.39% | |
| 40 | CARR | Carrier Global CORP | Stock-Industrials | 0.92% | +0.13% | -2.27% | |
| 41 | MEOH | Methanex CORP | Stock-Other | 0.90% | -0.30% | -0.83% | |
| 42 | GD | General Dynamics CORP | Stock-Industrials | 0.86% | -0.06% | -2.65% | |
| 43 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.84% | -0.11% | -0.62% | |
| 44 | AZO | Autozone Inc | Stock-Consumer Disc | 0.83% | -0.09% | -5.50% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.83% | -0.08% | -1.04% | |
| 46 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 0.82% | -0.07% | -34.67% | |
| 47 | BKR | Baker Hughes Co | Stock-Energy | 0.79% | -0.24% | -1.91% | |
| 48 | USB | US Bancorp | Stock-Financials | 0.77% | +0.02% | -3.56% | |
| 49 | CIEN | Ciena CORP | Stock-Tech | 0.75% | +0.06% | -1.54% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.11% | -0.37% |
According to official SEC Form 13F filings, Becker Capital Management Inc reported a total U.S. public equity portfolio value of $3.7B across 266 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, JPM) accounted for 14.4% of total reported equity market value during Q2 2024.
During Q2 2024, Becker Capital Management Inc's top holdings by market value included MSFT (5.6%)、AAPL (4.9%)、JPM (2.7%). The largest single position, MSFT, represented 5.6% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.