Becker Capital Management Inc has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.04 Billion distributed in 275 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $158M, Apple Inc. with a value of $156M, Jpmorgan Chase & CO with a value of $81.8M, Vanguard Total Stock Market Et with a value of $79.2M, and Vanguard Growth ETF with a value of $77.9M.

Examining the 13F form we can see an increase of $139M in the current position value, from $2.9B to 3.04B.

Below you can find more details about Becker Capital Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $3.04 Billion
Technology: $603 Million
ETFs: $557 Million
Financial Services: $435 Million
Healthcare: $379 Million
Consumer Defensive: $234 Million
Industrials: $228 Million
Consumer Cyclical: $166 Million
Communication Services: $133 Million
Other: $308 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 275
  • Current Value $3.04 Billion
  • Prior Value $2.9 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 100 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
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