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CIK: 0000799004
Total reported value
$3.7B
$3.7B
301 檔
17.9%
In Q4 2025, Becker Capital Management Inc's U.S. equity holdings reached a combined market value of $3.7B, distributed across 301 disclosed stock positions.
Becker Capital Management Inc executed strategic sector rebalancing during Q4 2025, establishing 14 new positions while fully exiting 7 holdings and trimming 104 positions.
Showing top 200 holdings (of 301 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.83% | -0.11% | -2.76% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.80% | +0.37% | -0.61% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 3.59% | +0.40% | +2.14% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.29% | +0.03% | -0.37% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.59% | — | +1.44% | |
| 6 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 2.47% | -0.08% | -6.41% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.26% | +0.04% | +2.48% | |
| 8 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.11% | +0.08% | +0.48% | |
| 9 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.10% | -0.18% | -1.58% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.09% | +0.23% | +4.08% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.99% | -0.38% | -2.41% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 1.93% | -0.20% | -0.49% | |
| 13 | MCK | Mckesson CORP | Stock-Healthcare | 1.85% | -0.38% | -1.03% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.80% | +0.26% | +0.07% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.75% | +0.10% | -0.05% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | +0.06% | +0.60% | |
| 17 | NEM | Newmont CORP | Stock-Materials | 1.60% | -0.38% | -3.18% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.53% | -0.10% | -0.21% | |
| 19 | BLK | Blackrock Inc | Stock-Financials | 1.50% | -0.12% | -1.65% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.47% | +0.46% | -1.04% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.46% | — | -0.43% | |
| 22 | CIEN | Ciena CORP | Stock-Tech | 1.34% | +0.06% | -8.09% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 1.34% | +0.28% | -0.40% | |
| 24 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.20% | -0.15% | +2.69% | |
| 25 | ALL | Allstate CORP | Stock-Financials | 1.13% | +0.04% | -1.39% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.10% | -0.40% | -0.02% | |
| 27 | FE | Firstenergy CORP | Stock-Utilities | 1.04% | -0.17% | -0.08% | |
| 28 | FLEX | Flex Ltd. | Stock-Tech | 1.00% | +1.24% | -2.54% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.98% | -0.11% | -0.47% | |
| 30 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.95% | — | -0.80% | |
| 31 | SYY | Sysco CORP | Stock-Consumer Staples | 0.95% | -0.02% | -2.77% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | +0.13% | +0.04% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.87% | -0.04% | -3.70% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | +0.01% | -6.96% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.82% | -0.06% | -1.52% | |
| 36 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.82% | -0.08% | -0.94% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.82% | -0.06% | -1.46% | |
| 38 | USB | US Bancorp | Stock-Financials | 0.81% | +0.02% | -3.91% | |
| 39 | BKR | Baker Hughes Co | Stock-Energy | 0.80% | -0.24% | +1.35% | |
| 40 | GD | General Dynamics CORP | Stock-Industrials | 0.80% | -0.06% | -0.98% | |
| 41 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.80% | -0.11% | +0.58% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.79% | -0.08% | +0.59% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.79% | -0.03% | +1.19% | |
| 44 | CB | Chubb Limited | Stock-Financials | 0.77% | -0.04% | -0.71% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.75% | -0.01% | -7.05% | |
| 46 | AZO | Autozone Inc | Stock-Consumer Disc | 0.75% | -0.09% | -1.32% | |
| 47 | INTC | Intel CORP | Stock-Tech | 0.73% | +0.50% | -16.64% | |
| 48 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 0.71% | -0.07% | +0.43% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.16% | +5.07% | |
| 50 | SNY | Sanofi-adr | Stock-Healthcare | 0.70% | -0.30% | -3.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | +4.08% | Add |
| 2 | CIEN | Ciena CORP | +0.4% | -8.09% | Trim |
| 3 | BRKR | Bruker CORP | +0.3% | +34.15% | Add |
| 4 | LLY | Eli Lilly & Co | +0.2% | +5.07% | Add |
| 5 | AAPL | Apple Inc | +0.2% | -0.61% | Trim |
| 6 | NEM | Newmont CORP | +0.2% | -3.18% | Trim |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | +0.48% | Add |
| 8 | MRK | Merck & Co. Inc. | +0.1% | -3.70% | Trim |
| 9 | JNJ | Johnson & Johnson | +0.1% | -0.21% | Trim |
| 10 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | -0.80% | Trim |
| 11 | PFE | Pfizer Inc | +0.1% | +59.54% | Add |
| 12 | RTX | Rtx CORP | +0.1% | -0.49% | Trim |
| 13 | CSCO | Cisco Systems Inc | +0.1% | -1.04% | Trim |
| 14 | AMGN | Amgen Inc | +0.1% | -1.46% | Trim |
| 15 | CRM | Salesforce Inc | +0.1% | -0.47% | Trim |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +32.68% | Add |
| 17 | ACN | Accenture plc | +0.1% | +17.30% | Add |
| 18 | EFA | Ishares Msci Eafe ETF | +0.1% | +2.48% | Add |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | +14.65% | Add |
| 20 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +13.09% | Add |
| 21 | BEPC | Brookfield Renewable CORP | +0.1% | +17.60% | Add |
| 22 | VUG | Vanguard Growth ETF | +0.1% | +2.14% | Add |
| 23 | WMT | Walmart Inc | +0.1% | -2.41% | Trim |
| 24 | MCK | Mckesson CORP | +0.1% | -1.03% | Trim |
| 25 | CB | Chubb Limited | +0.1% | -0.71% | Trim |
| 26 | AMZN | Amazon.com Inc | +0.1% | +0.07% | Add |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | +1.65% | Add |
| 28 | WBD | Warner Bros Discovery Inc | +0.1% | -11.13% | Trim |
| 29 | EMR | Emerson Electric Co | 0% | +14.54% | Add |
| 30 | VEA | Vanguard Ftse Developed ETF | 0% | +10.85% | Add |
| 31 | CCI | Crown Castle Inc | 0% | +85.85% | Add |
| 32 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.44% | Add |
| 33 | GO | Grocery Outlet Holding CORP | 0% | +84.01% | Add |
| 34 | AVGO | Broadcom Inc | 0% | +4.47% | Add |
| 35 | SCHW | Schwab (charles) CORP | 0% | -1.58% | Trim |
| 36 | USB | US Bancorp | 0% | -3.91% | Trim |
| 37 | MS | Morgan Stanley | 0% | -0.29% | Trim |
| 38 | GLD | Spdr Gold Shares | 0% | -0.47% | Trim |
| 39 | TMO | Thermo Fisher Scientific Inc | 0% | +0.30% | Add |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +16.55% | Add |
| 41 | LINE | Lineage Inc | 0% | +62.32% | Add |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +17.50% | Add |
| 43 | MU | Micron Technology Inc | 0% | -8.99% | Trim |
| 44 | VO | Vanguard Mid-cap ETF | 0% | +113.07% | Add |
| 45 | VB | Vanguard Small-cap ETF | 0% | +63.45% | Add |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.60% | Add |
| 47 | QCOM | Qualcomm Inc | 0% | -0.40% | Trim |
| 48 | IEMG | Ishares Core Msci Emerging | 0% | +1.19% | Add |
| 49 | CAT | Caterpillar Inc | 0% | -0.72% | Trim |
| 50 | V | Visa Inc-class A Shares | 0% | +0.07% | 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 301 disclosed positions in Q4 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 Q4 2025.
Top New Position Initiated
UL
市值: $4.5M
Top Position Liquidated / Trimmed
UL
前期市值: $4.6M
During Q4 2025, Becker Capital Management Inc's top holdings by market value included MSFT (4.8%)、AAPL (4.8%)、VUG (3.6%). The largest single position, MSFT, represented 4.8% of total portfolio value.
In Q4 2025, Becker Capital Management Inc made 193 total portfolio adjustments, initiating 14 new buys, adding to 68 positions, trimming 104 holdings, and fully liquidating 7 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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