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CIK: 0000799004
Total reported value
$3.7B
$3.7B
298 檔
16.0%
According to the latest 13F quarterly dataset, Becker Capital Management Inc managed an equity portfolio of $3.7B at the end of Q1 2026, spanning 298 distinct U.S. exchange-listed positions.
In Q1 2026, Becker Capital Management Inc adopted a defensive or profit-taking posture, trimming 114 positions and completely liquidating 13 holdings to manage risk exposure.
Showing top 200 holdings (of 298 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.57% | +0.37% | -0.75% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.91% | -0.11% | +2.76% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 3.44% | +0.40% | +4.18% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.03% | +0.03% | -1.83% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.59% | — | +1.91% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.56% | +0.04% | +9.22% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 2.21% | -0.38% | -3.32% | |
| 8 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 2.17% | -0.08% | -7.01% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.06% | +0.23% | +4.43% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.03% | +0.08% | -2.67% | |
| 11 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.01% | -0.18% | -0.89% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 1.92% | -0.20% | -8.05% | |
| 13 | MCK | Mckesson CORP | Stock-Healthcare | 1.86% | -0.38% | -6.86% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.78% | -0.10% | -4.02% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.76% | +0.10% | +5.10% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.64% | +0.26% | -2.10% | |
| 17 | CIEN | Ciena CORP | Stock-Tech | 1.62% | +0.06% | -29.32% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.56% | +0.06% | -1.53% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.54% | -0.40% | +0.65% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.49% | +0.46% | -2.16% | |
| 21 | NEM | Newmont CORP | Stock-Materials | 1.49% | -0.38% | -16.43% | |
| 22 | BLK | Blackrock Inc | Stock-Financials | 1.37% | -0.12% | -0.99% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.34% | — | -14.04% | |
| 24 | FE | Firstenergy CORP | Stock-Utilities | 1.22% | -0.17% | +1.56% | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 1.14% | +0.28% | +9.71% | |
| 26 | ALL | Allstate CORP | Stock-Financials | 1.13% | +0.04% | -2.06% | |
| 27 | FLEX | Flex Ltd. | Stock-Tech | 1.07% | +1.24% | -3.04% | |
| 28 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.03% | -0.13% | — | |
| 29 | BKR | Baker Hughes Co | Stock-Energy | 1.01% | -0.24% | -9.12% | |
| 30 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.97% | -0.11% | -3.29% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.97% | -0.04% | -5.03% | |
| 32 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.93% | -0.08% | -5.49% | |
| 33 | SYY | Sysco CORP | Stock-Consumer Staples | 0.91% | -0.02% | -3.87% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.89% | -0.06% | -1.65% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | +0.13% | -3.54% | |
| 36 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.87% | -0.15% | +0.76% | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 0.84% | -0.06% | -0.41% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | -0.06% | -1.75% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.82% | +0.01% | -0.44% | |
| 40 | MEOH | Methanex CORP | Stock-Other | 0.82% | -0.30% | -7.90% | |
| 41 | CB | Chubb Limited | Stock-Financials | 0.81% | -0.04% | -1.53% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.79% | -0.01% | +2.14% | |
| 43 | USB | US Bancorp | Stock-Financials | 0.77% | +0.02% | -5.09% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.77% | -0.20% | -5.96% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.76% | -0.03% | -9.05% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.11% | -0.57% | |
| 47 | AZO | Autozone Inc | Stock-Consumer Disc | 0.74% | -0.09% | -2.75% | |
| 48 | SNY | Sanofi-adr | Stock-Healthcare | 0.70% | -0.30% | -1.36% | |
| 49 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 0.70% | -0.07% | -5.60% | |
| 50 | CARR | Carrier Global CORP | Stock-Industrials | 0.69% | +0.13% | -4.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UNP | Union Pacific CORP | +0.5% | +328.05% | Add |
| 2 | CVX | Chevron CORP | +0.4% | +0.65% | Add |
| 3 | NOW | Servicenow Inc | +0.3% | +2093.71% | Add |
| 4 | EFA | Ishares Msci Eafe ETF | +0.3% | +9.22% | Add |
| 5 | CIEN | Ciena CORP | +0.3% | -29.32% | Trim |
| 6 | GO | Grocery Outlet Holding CORP | +0.3% | +162.24% | Add |
| 7 | MEOH | Methanex CORP | +0.3% | -7.90% | Trim |
| 8 | JNJ | Johnson & Johnson | +0.3% | -4.02% | Trim |
| 9 | WMT | Walmart Inc | +0.2% | -3.32% | Trim |
| 10 | BKR | Baker Hughes Co | +0.2% | -9.12% | Trim |
| 11 | FE | Firstenergy CORP | +0.2% | +1.56% | Add |
| 12 | KMI | Kinder Morgan, Inc. | +0.2% | -3.29% | Trim |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +1.09% | Add |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +78.86% | Add |
| 15 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +85.45% | Add |
| 16 | VZ | Verizon Communications Inc | +0.1% | -5.96% | Trim |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +35.96% | Add |
| 18 | HON | Honeywell International Inc | +0.1% | +5.97% | Add |
| 19 | COST | Costco Wholesale CORP | +0.1% | -0.57% | Trim |
| 20 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +75.84% | Add |
| 21 | APD | Air Products & Chemicals Inc | +0.1% | -5.49% | Trim |
| 22 | MRK | Merck & Co. Inc. | +0.1% | -5.03% | Trim |
| 23 | SHEL | Shell Plc-adr | +0.1% | -6.88% | Trim |
| 24 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +11.82% | Add |
| 25 | TKR | Timken Co | +0.1% | -7.17% | Trim |
| 26 | FLEX | Flex Ltd. | +0.1% | -3.04% | Trim |
| 27 | AMGN | Amgen Inc | +0.1% | -1.65% | Trim |
| 28 | BAC | Bank Of America CORP | +0.1% | +28.95% | Add |
| 29 | SO | Southern Co/the | +0.1% | -2.35% | Trim |
| 30 | ETN | Eaton Corporation plc | +0.1% | -3.29% | Trim |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +60.33% | Add |
| 32 | WAT | Waters CORP | +0.1% | +238.48% | Add |
| 33 | DGX | Quest Diagnostics Inc | +0.1% | +1.10% | Add |
| 34 | BEPC | Brookfield Renewable CORP | +0.1% | +7.60% | Add |
| 35 | KR | Kroger Co | +0.1% | -6.59% | Trim |
| 36 | WM | Waste Management Inc | 0% | +16.39% | Add |
| 37 | CB | Chubb Limited | 0% | -1.53% | Trim |
| 38 | VNQ | Vanguard Real Estate ETF | 0% | +2.14% | Add |
| 39 | GD | General Dynamics CORP | 0% | -0.41% | Trim |
| 40 | NXT | Nextpower Inc-cl A | 0% | -1.43% | Trim |
| 41 | VLO | Valero Energy CORP | 0% | -0.19% | Trim |
| 42 | PSX | Phillips 66 | 0% | -0.85% | Trim |
| 43 | CAT | Caterpillar Inc | 0% | +0.15% | Add |
| 44 | PFE | Pfizer Inc | 0% | -5.66% | Trim |
| 45 | GLD | Spdr Gold Shares | 0% | +0.02% | Add |
| 46 | CARR | Carrier Global CORP | 0% | -4.11% | Trim |
| 47 | CSCO | Cisco Systems Inc | 0% | -2.16% | Trim |
| 48 | LW | Lamb Weston Holdings Inc | 0% | +19.50% | Add |
| 49 | ECL | Ecolab Inc | 0% | +4.04% | Add |
| 50 | PG | Procter & Gamble Co/the | 0% | -1.75% | Trim |
According to official SEC Form 13F filings, Becker Capital Management Inc reported a total U.S. public equity portfolio value of $3.7B across 298 disclosed positions in Q1 2026.
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, VUG) accounted for 16.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $34.9M
Top Position Liquidated / Trimmed
AZNN
前期市值: $33.3M
During Q1 2026, Becker Capital Management Inc's top holdings by market value included AAPL (4.6%)、MSFT (3.9%)、VUG (3.4%). The largest single position, AAPL, represented 4.6% of total portfolio value.
In Q1 2026, Becker Capital Management Inc made 191 total portfolio adjustments, initiating 11 new buys, adding to 53 positions, trimming 114 holdings, and fully liquidating 13 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.
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