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
293 檔
17.9%
According to the latest 13F quarterly dataset, Becker Capital Management Inc managed an equity portfolio of $3.7B at the end of Q3 2025, spanning 293 distinct U.S. exchange-listed positions.
Becker Capital Management Inc executed strategic sector rebalancing during Q3 2025, establishing 27 new positions while fully exiting 9 holdings and trimming 91 positions.
Showing top 200 holdings (of 293 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.44% | -0.11% | -0.65% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.62% | +0.37% | -1.09% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 3.53% | +0.40% | +5.34% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.30% | +0.03% | -4.47% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.56% | — | +0.26% | |
| 6 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 2.52% | -0.08% | -4.54% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.19% | +0.04% | +5.88% | |
| 8 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.08% | -0.18% | -1.13% | |
| 9 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.94% | +0.08% | -4.63% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.93% | -0.38% | -3.92% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 1.81% | -0.20% | -0.23% | |
| 12 | MCK | Mckesson CORP | Stock-Healthcare | 1.79% | -0.38% | -1.93% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | +0.10% | +0.30% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | +0.26% | +0.21% | |
| 15 | BLK | Blackrock Inc | Stock-Financials | 1.69% | -0.12% | -1.40% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.61% | +0.06% | -11.17% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +0.23% | -0.31% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.48% | — | +3.06% | |
| 19 | NEM | Newmont CORP | Stock-Materials | 1.42% | -0.38% | -0.36% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.40% | -0.10% | -0.61% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.35% | +0.46% | -4.61% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.33% | +0.28% | -1.59% | |
| 23 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.31% | -0.15% | -1.30% | |
| 24 | ALL | Allstate CORP | Stock-Financials | 1.20% | +0.04% | -1.27% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.14% | -0.40% | +1.24% | |
| 26 | SYY | Sysco CORP | Stock-Consumer Staples | 1.11% | -0.02% | -0.12% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.09% | +0.01% | +0.47% | |
| 28 | FE | Firstenergy CORP | Stock-Utilities | 1.08% | -0.17% | +0.33% | |
| 29 | FLEX | Flex Ltd. | Stock-Tech | 1.00% | +1.24% | -1.79% | |
| 30 | AZO | Autozone Inc | Stock-Consumer Disc | 0.98% | -0.09% | -1.91% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | +0.13% | +0.68% | |
| 32 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.93% | -0.08% | +0.52% | |
| 33 | CIEN | Ciena CORP | Stock-Tech | 0.93% | +0.06% | -2.20% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.91% | -0.06% | -0.60% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.90% | -0.11% | +0.24% | |
| 36 | BKR | Baker Hughes Co | Stock-Energy | 0.87% | -0.24% | +0.24% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.85% | -0.01% | +1.43% | |
| 38 | GD | General Dynamics CORP | Stock-Industrials | 0.84% | -0.06% | +0.97% | |
| 39 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.84% | -0.11% | +0.59% | |
| 40 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.82% | — | -2.16% | |
| 41 | INTC | Intel CORP | Stock-Tech | 0.81% | +0.50% | -5.11% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.80% | -0.08% | -1.68% | |
| 43 | USB | US Bancorp | Stock-Financials | 0.79% | +0.02% | +0.79% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.78% | -0.03% | -0.62% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.09% | +4.96% | |
| 46 | CARR | Carrier Global CORP | Stock-Industrials | 0.74% | +0.13% | +5.55% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | -0.04% | -2.47% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.73% | -0.06% | -0.91% | |
| 49 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 0.73% | -0.07% | -0.03% | |
| 50 | SNY | Sanofi-adr | Stock-Healthcare | 0.72% | -0.30% | -8.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +0.30% | Add |
| 2 | MSFT | Microsoft CORP | +1% | -0.65% | Trim |
| 3 | VUG | Vanguard Growth ETF | +0.8% | +5.34% | Add |
| 4 | CIEN | Ciena CORP | +0.5% | -2.20% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.31% | Trim |
| 6 | GS | Goldman Sachs Group Inc | +0.4% | -4.63% | Trim |
| 7 | LLY | Eli Lilly & Co | +0.4% | +6.66% | Add |
| 8 | NEM | Newmont CORP | +0.3% | -0.36% | Trim |
| 9 | FLEX | Flex Ltd. | +0.3% | -1.79% | Trim |
| 10 | META | Meta Platforms Inc-class A | +0.3% | +4.96% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.3% | -4.47% | Trim |
| 12 | EFA | Ishares Msci Eafe ETF | +0.3% | +5.88% | Add |
| 13 | AMZN | Amazon.com Inc | +0.2% | +0.21% | Add |
| 14 | EMBJ | Embraer Sa-spon Adr | +0.2% | -4.54% | Trim |
| 15 | ETN | Eaton Corporation plc | +0.2% | -0.25% | Add |
| 16 | INTC | Intel CORP | +0.2% | -5.11% | Trim |
| 17 | RTX | Rtx CORP | +0.2% | -0.23% | Trim |
| 18 | TEL | TE Connectivity plc | +0.1% | -3.11% | Trim |
| 19 | SCHW | Schwab (charles) CORP | +0.1% | -1.13% | Trim |
| 20 | AVGO | Broadcom Inc | +0.1% | -0.22% | Trim |
| 21 | BLK | Blackrock Inc | +0.1% | -1.40% | Trim |
| 22 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.26% | Trim |
| 23 | GD | General Dynamics CORP | +0.1% | +0.97% | Add |
| 24 | VOO | Vanguard S&p 500 ETF | +0.1% | +19.81% | Add |
| 25 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +7.86% | Add |
| 26 | IWM | Ishares Russell 2000 ETF | 0% | +10.65% | Add |
| 27 | MS | Morgan Stanley | 0% | -1.27% | Trim |
| 28 | GOOG | Alphabet Inc-cl C | 0% | +0.58% | Trim |
| 29 | APH | Amphenol Corp-cl A | 0% | — | Unchanged |
| 30 | TSLA | Tesla Inc | 0% | +2.27% | Add |
| 31 | FE | Firstenergy CORP | 0% | +0.33% | Add |
| 32 | IEMG | Ishares Core Msci Emerging | 0% | -0.62% | Trim |
| 33 | BX | Blackstone Inc | 0% | -0.93% | Trim |
| 34 | IVV | Ishares Core S&p 500 ETF | 0% | -0.50% | Trim |
| 35 | BAC | Bank Of America CORP | 0% | -1.75% | Trim |
| 36 | BEPC | Brookfield Renewable CORP | 0% | -0.66% | Trim |
| 37 | GLD | Spdr Gold Shares | 0% | -0.22% | Add |
| 38 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Add |
| 39 | NXT | Nextpower Inc-cl A | 0% | -3.33% | Trim |
| 40 | ORCL | Oracle CORP | 0% | +0.94% | Add |
| 41 | CAT | Caterpillar Inc | 0% | -0.63% | Trim |
| 42 | IWF | Ishares Russell 1000 Growth | 0% | +1.15% | Add |
| 43 | GE | General Electric | 0% | — | Add |
| 44 | TMC | Tmc THE Metals Co Inc | 0% | — | Unchanged |
| 45 | JNJ | Johnson & Johnson | 0% | -0.61% | Add |
| 46 | DIS | Walt Disney Co/the | 0% | -1.68% | Trim |
| 47 | USB | US Bancorp | 0% | +0.79% | Trim |
| 48 | XVV | Ishares Esg Select Screened | 0% | -0.48% | Trim |
| 49 | VWO | Vanguard Ftse Emerging Marke | 0% | +3.66% | Add |
| 50 | IVW | Ishares S&p 500 Growth ETF | 0% | +6.38% | Add |
According to official SEC Form 13F filings, Becker Capital Management Inc reported a total U.S. public equity portfolio value of $3.7B across 293 disclosed positions in Q3 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 MSFT, AAPL, VUG) accounted for 17.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
BRKR
市值: $9.8M
Top Position Liquidated / Trimmed
WAFD
前期市值: $335.9K
During Q3 2025, Becker Capital Management Inc's top holdings by market value included MSFT (5.4%)、AAPL (4.6%)、VUG (3.5%). The largest single position, MSFT, represented 5.4% of total portfolio value.
In Q3 2025, Becker Capital Management Inc made 188 total portfolio adjustments, initiating 27 new buys, adding to 61 positions, trimming 91 holdings, and fully liquidating 9 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.