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CIK: 0000799004
Total reported value
$3.7B
$3.7B
274 檔
14.3%
As reported in its official Q1 2025 Form 13F filing, Becker Capital Management Inc's tracked investment portfolio stood at $3.7B with 274 total positions.
In Q1 2025, Becker Capital Management Inc displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 274 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.78% | +0.37% | -1.58% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.48% | -0.11% | -0.36% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.05% | +0.03% | -1.93% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 2.74% | +0.40% | +3.94% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.47% | — | -0.11% | |
| 6 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 2.35% | -0.08% | -10.13% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.96% | — | +0.04% | |
| 8 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.95% | -0.18% | -2.82% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 1.95% | -0.38% | -9.48% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.94% | +0.04% | +2.00% | |
| 11 | MCK | Mckesson CORP | Stock-Healthcare | 1.86% | -0.38% | -0.93% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.72% | +0.06% | +0.93% | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 1.66% | -0.20% | -1.88% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.58% | +0.08% | -6.50% | |
| 15 | BLK | Blackrock Inc | Stock-Financials | 1.57% | -0.12% | -1.29% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | +0.26% | -0.07% | |
| 17 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.52% | -0.15% | -3.49% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 1.45% | +0.46% | -3.41% | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 1.40% | +0.28% | -0.34% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.39% | -0.10% | +1.09% | |
| 21 | ALL | Allstate CORP | Stock-Financials | 1.33% | +0.04% | -0.83% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.32% | -0.40% | +1.77% | |
| 23 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.26% | -0.20% | -2.11% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +0.23% | -19.15% | |
| 25 | SYY | Sysco CORP | Stock-Consumer Staples | 1.17% | -0.02% | -0.68% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 1.16% | -0.11% | -3.96% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.14% | -0.06% | +0.14% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | +0.13% | -0.42% | |
| 29 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.12% | -0.08% | +0.39% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 1.11% | +0.01% | -3.25% | |
| 31 | NEM | Newmont CORP | Stock-Materials | 1.08% | -0.38% | +10.99% | |
| 32 | FE | Firstenergy CORP | Stock-Utilities | 1.06% | -0.17% | +1.97% | |
| 33 | SNY | Sanofi-adr | Stock-Healthcare | 1.02% | -0.30% | +0.62% | |
| 34 | AZO | Autozone Inc | Stock-Consumer Disc | 1.00% | -0.09% | +1.66% | |
| 35 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.96% | -0.11% | -14.02% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.94% | -0.01% | +10.42% | |
| 37 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.92% | — | +0.56% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | -0.04% | +0.85% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.92% | -0.06% | -0.48% | |
| 40 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.91% | -0.22% | -2.42% | |
| 41 | BKR | Baker Hughes Co | Stock-Energy | 0.88% | -0.24% | -2.21% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.83% | -0.11% | -0.03% | |
| 43 | CARR | Carrier Global CORP | Stock-Industrials | 0.83% | +0.13% | -0.25% | |
| 44 | GO | Grocery Outlet Holding CORP | Stock-Other | 0.83% | +0.08% | +390.93% | |
| 45 | CB | Chubb Limited | Stock-Financials | 0.82% | -0.04% | +2.35% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.79% | -0.08% | +2.92% | |
| 47 | USB | US Bancorp | Stock-Financials | 0.78% | +0.02% | -0.78% | |
| 48 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 0.76% | -0.07% | -3.41% | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.76% | -0.10% | +5.32% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.76% | -0.03% | -6.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 4 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 5 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 6 | EMBJ | Embraer Sa-spon Adr | — | NEW | New buy |
| 7 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 8 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 9 | WMT | Walmart Inc | — | NEW | New buy |
| 10 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 11 | MCK | Mckesson CORP | — | NEW | New buy |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 13 | RTX | Rtx CORP | — | NEW | New buy |
| 14 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 15 | BLK | Blackrock Inc | — | NEW | New buy |
| 16 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 17 | SAP | Sap Se-sponsored Adr | — | NEW | New buy |
| 18 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 19 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 20 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 21 | ALL | Allstate CORP | — | NEW | New buy |
| 22 | CVX | Chevron CORP | — | NEW | New buy |
| 23 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 24 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 25 | SYY | Sysco CORP | — | NEW | New buy |
| 26 | CRM | Salesforce Inc | — | NEW | New buy |
| 27 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 29 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 30 | HD | Home Depot Inc | — | NEW | New buy |
| 31 | NEM | Newmont CORP | — | NEW | New buy |
| 32 | FE | Firstenergy CORP | — | NEW | New buy |
| 33 | SNY | Sanofi-adr | — | NEW | New buy |
| 34 | AZO | Autozone Inc | — | NEW | New buy |
| 35 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 36 | VNQ | Vanguard Real Estate ETF | — | NEW | New buy |
| 37 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 38 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 39 | AMGN | Amgen Inc | — | NEW | New buy |
| 40 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 41 | BKR | Baker Hughes Co | — | NEW | New buy |
| 42 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 43 | CARR | Carrier Global CORP | — | NEW | New buy |
| 44 | GO | Grocery Outlet Holding CORP | — | NEW | New buy |
| 45 | CB | Chubb Limited | — | NEW | New buy |
| 46 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 47 | USB | US Bancorp | — | NEW | New buy |
| 48 | PHG | Koninklijke Philips Nvr- Ny | — | NEW | New buy |
| 49 | PFE | Pfizer Inc | — | NEW | New buy |
| 50 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
According to official SEC Form 13F filings, Becker Capital Management Inc reported a total U.S. public equity portfolio value of $3.7B across 274 disclosed positions in Q1 2025.
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 AAPL, MSFT, JPM) accounted for 14.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $144.9M
During Q1 2025, Becker Capital Management Inc's top holdings by market value included AAPL (4.8%)、MSFT (4.5%)、JPM (3.0%). The largest single position, AAPL, represented 4.8% of total portfolio value.
In Q1 2025, Becker Capital Management Inc made 200 total portfolio adjustments, initiating 200 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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