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CIK: 0000799004
Total reported value
$3.7B
$3.7B
278 檔
16.3%
During the Q2 2025 filing period, Becker Capital Management Inc (CIK: 0000799004) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.7B across 278 reported positions.
During Q2 2025, 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 278 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.60% | -0.11% | -0.25% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.02% | +0.37% | -3.72% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.39% | +0.03% | -0.74% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.27% | +0.40% | +6.50% | |
| 5 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 2.65% | -0.08% | -2.89% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.52% | — | -2.70% | |
| 7 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.15% | -0.18% | -0.05% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.11% | +0.04% | +5.23% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.03% | -0.38% | -0.77% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.93% | +0.08% | -0.39% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | +0.26% | +9.32% | |
| 12 | MCK | Mckesson CORP | Stock-Healthcare | 1.85% | -0.38% | -3.56% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.79% | +0.06% | -0.68% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 1.69% | -0.20% | -2.36% | |
| 15 | BLK | Blackrock Inc | Stock-Financials | 1.65% | -0.12% | -0.04% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | +0.10% | +105.03% | |
| 17 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.61% | -0.15% | -1.14% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 1.53% | +0.46% | -0.86% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.41% | — | -27.14% | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 1.39% | +0.28% | +1.14% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.24% | -0.10% | +1.99% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.24% | +0.23% | -2.85% | |
| 23 | ALL | Allstate CORP | Stock-Financials | 1.22% | +0.04% | -0.60% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.11% | -0.40% | +3.67% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 1.10% | -0.11% | -1.13% | |
| 26 | SYY | Sysco CORP | Stock-Consumer Staples | 1.09% | -0.02% | -2.44% | |
| 27 | NEM | Newmont CORP | Stock-Materials | 1.05% | -0.38% | -14.51% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 1.05% | +0.01% | -0.16% | |
| 29 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.02% | -0.08% | +0.99% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.02% | -0.06% | +0.95% | |
| 31 | FE | Firstenergy CORP | Stock-Utilities | 1.01% | -0.17% | +1.79% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | +0.13% | +0.31% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.94% | -0.08% | +0.45% | |
| 34 | FLEX | Flex Ltd. | Stock-Tech | 0.94% | +1.24% | -4.22% | |
| 35 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.92% | -0.11% | -1.28% | |
| 36 | AZO | Autozone Inc | Stock-Consumer Disc | 0.92% | -0.09% | -0.09% | |
| 37 | CARR | Carrier Global CORP | Stock-Industrials | 0.92% | +0.13% | +2.00% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.87% | -0.01% | +0.59% | |
| 39 | SNY | Sanofi-adr | Stock-Healthcare | 0.86% | -0.30% | +2.01% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.11% | -0.58% | |
| 41 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.81% | — | -2.04% | |
| 42 | USB | US Bancorp | Stock-Financials | 0.78% | +0.02% | -1.79% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.78% | -0.06% | -0.09% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.09% | +37.26% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.77% | -0.20% | -32.46% | |
| 46 | CB | Chubb Limited | Stock-Financials | 0.76% | -0.04% | +2.46% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.76% | -0.03% | -4.49% | |
| 48 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.76% | -0.10% | +0.24% | |
| 49 | GD | General Dynamics CORP | Stock-Industrials | 0.76% | -0.06% | -0.02% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.76% | -0.04% | -1.37% |
According to official SEC Form 13F filings, Becker Capital Management Inc reported a total U.S. public equity portfolio value of $3.7B across 278 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, JPM) accounted for 16.3% of total reported equity market value during Q2 2025.
During Q2 2025, Becker Capital Management Inc's top holdings by market value included MSFT (5.6%)、AAPL (4.0%)、JPM (3.4%). The largest single position, MSFT, represented 5.6% of total portfolio value.
In Q2 2025, 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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