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CIK: 0000799004
Total reported value
$3.7B
$3.7B
272 檔
15.6%
According to the latest 13F quarterly dataset, Becker Capital Management Inc managed an equity portfolio of $3.7B at the end of Q4 2024, spanning 272 distinct U.S. exchange-listed positions.
During Q4 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 272 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.42% | +0.37% | -1.13% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.01% | -0.11% | -1.02% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.01% | +0.03% | -0.81% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 2.89% | +0.40% | +6.49% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.58% | — | -2.41% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 2.20% | -0.38% | -2.82% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.14% | — | +4.24% | |
| 8 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 2.05% | -0.08% | -3.83% | |
| 9 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.88% | -0.18% | -0.82% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | +0.26% | +1.05% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.77% | +0.06% | -11.24% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | +0.23% | -2.16% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.75% | +0.08% | -5.41% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.74% | +0.04% | +8.63% | |
| 15 | BLK | Blackrock Inc | Stock-Financials | 1.71% | -0.12% | — | |
| 16 | MCK | Mckesson CORP | Stock-Healthcare | 1.58% | -0.38% | -1.01% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.49% | -0.11% | -2.80% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.46% | -0.20% | -0.95% | |
| 19 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.43% | -0.15% | -3.14% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.43% | +0.46% | -1.91% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.39% | +0.28% | +0.53% | |
| 22 | ALL | Allstate CORP | Stock-Financials | 1.24% | +0.04% | -2.00% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.21% | +0.01% | +4.56% | |
| 24 | SYY | Sysco CORP | Stock-Consumer Staples | 1.19% | -0.02% | -2.64% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | -0.10% | -1.53% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.12% | -0.20% | -4.28% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.11% | -0.40% | -1.00% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.11% | -0.06% | +0.01% | |
| 29 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.09% | -0.22% | +0.96% | |
| 30 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.09% | -0.08% | -0.18% | |
| 31 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.06% | -0.11% | -4.30% | |
| 32 | FE | Firstenergy CORP | Stock-Utilities | 1.01% | -0.17% | +1.47% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.00% | -0.04% | +0.36% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | +0.13% | +0.27% | |
| 35 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.95% | -0.10% | +0.20% | |
| 36 | CARR | Carrier Global CORP | Stock-Industrials | 0.89% | +0.13% | -4.54% | |
| 37 | USB | US Bancorp | Stock-Financials | 0.88% | +0.02% | +1.49% | |
| 38 | SNY | Sanofi-adr | Stock-Healthcare | 0.87% | -0.30% | -5.23% | |
| 39 | MEOH | Methanex CORP | Stock-Other | 0.87% | -0.30% | +1.00% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.86% | -0.08% | +0.18% | |
| 41 | BKR | Baker Hughes Co | Stock-Energy | 0.83% | -0.24% | -3.98% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.83% | -0.01% | +8.23% | |
| 43 | AZO | Autozone Inc | Stock-Consumer Disc | 0.82% | -0.09% | -2.04% | |
| 44 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.81% | — | +0.46% | |
| 45 | FLEX | Flex Ltd. | Stock-Tech | 0.80% | +1.24% | -5.30% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.11% | -0.44% | |
| 47 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 0.78% | -0.07% | +0.69% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.78% | -0.03% | -12.10% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.76% | -0.06% | -1.10% | |
| 50 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.75% | -0.02% | +7.55% |
According to official SEC Form 13F filings, Becker Capital Management Inc reported a total U.S. public equity portfolio value of $3.7B across 272 disclosed positions in Q4 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 AAPL, MSFT, JPM) accounted for 15.6% of total reported equity market value during Q4 2024.
During Q4 2024, Becker Capital Management Inc's top holdings by market value included AAPL (5.4%)、MSFT (5.0%)、JPM (3.0%). The largest single position, AAPL, represented 5.4% of total portfolio value.
In Q4 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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