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CIK: 0000799004
Total reported value
$3.7B
$3.7B
275 檔
14.9%
In Q3 2024, Becker Capital Management Inc's U.S. equity holdings reached a combined market value of $3.7B, distributed across 275 disclosed stock positions.
During Q3 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 275 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.14% | -0.11% | -0.06% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.08% | +0.37% | -1.94% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.66% | +0.03% | -0.65% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.58% | — | +1.37% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 2.53% | +0.40% | +1.87% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.07% | — | +1.40% | |
| 7 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 2.05% | -0.08% | -3.63% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.01% | -0.38% | -4.24% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.95% | +0.06% | -5.95% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.77% | +0.04% | +2.15% | |
| 11 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.65% | -0.18% | +1.25% | |
| 12 | BLKCHF | Blackrock Inc | Stock-Other | 1.64% | — | +0.02% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.60% | +0.08% | -0.82% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.58% | +0.23% | -1.08% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 1.54% | -0.20% | -1.16% | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 1.52% | +0.28% | -0.82% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | +0.26% | -2.51% | |
| 18 | MCK | Mckesson CORP | Stock-Healthcare | 1.38% | -0.38% | -2.87% | |
| 19 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.37% | -0.15% | -3.52% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.35% | -0.10% | +0.40% | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.31% | -0.20% | +8.66% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 1.30% | +0.46% | -0.82% | |
| 23 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.26% | -0.22% | +84.05% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 1.25% | -0.11% | -0.37% | |
| 25 | SYY | Sysco CORP | Stock-Consumer Staples | 1.24% | -0.02% | -0.05% | |
| 26 | ALL | Allstate CORP | Stock-Financials | 1.24% | +0.04% | -4.15% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.20% | +0.01% | -0.57% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.14% | -0.06% | -0.57% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.14% | -0.40% | -0.69% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.13% | -0.04% | -3.51% | |
| 31 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.11% | -0.08% | -0.05% | |
| 32 | FE | Firstenergy CORP | Stock-Utilities | 1.10% | -0.17% | +0.03% | |
| 33 | SNY | Sanofi-adr | Stock-Healthcare | 1.09% | -0.30% | +4.94% | |
| 34 | CARR | Carrier Global CORP | Stock-Industrials | 1.09% | +0.13% | -2.38% | |
| 35 | NEM | Newmont CORP | Stock-Materials | 1.08% | -0.38% | -11.46% | |
| 36 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 1.00% | -0.07% | -1.31% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.97% | -0.03% | -30.64% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | +0.13% | -3.47% | |
| 39 | BAX | Baxter International Inc | Stock-Healthcare | 0.96% | — | — | |
| 40 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.96% | — | -0.71% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.95% | -0.06% | -2.23% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.90% | -0.10% | -1.10% | |
| 43 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.89% | -0.11% | +0.77% | |
| 44 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.86% | -0.10% | -1.52% | |
| 45 | GD | General Dynamics CORP | Stock-Industrials | 0.84% | -0.06% | -0.55% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.84% | -0.01% | +17.60% | |
| 47 | USB | US Bancorp | Stock-Financials | 0.83% | +0.02% | -1.52% | |
| 48 | AZO | Autozone Inc | Stock-Consumer Disc | 0.82% | -0.09% | -2.33% | |
| 49 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.78% | -0.02% | +4.49% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | -0.11% | +7.32% |
According to official SEC Form 13F filings, Becker Capital Management Inc reported a total U.S. public equity portfolio value of $3.7B across 275 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, JPM) accounted for 14.9% of total reported equity market value during Q3 2024.
During Q3 2024, Becker Capital Management Inc's top holdings by market value included MSFT (5.1%)、AAPL (5.1%)、JPM (2.7%). The largest single position, MSFT, represented 5.1% of total portfolio value.
In Q3 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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