Becker Capital Management Inc has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.98 Billion distributed in 272 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $166M, Microsoft Corp with a value of $153M, Jpmorgan Chase & CO with a value of $92.3M, Vanguard Growth ETF with a value of $88.6M, and Vanguard Total Stock Market Et with a value of $79.1M.

Examining the 13F form we can see an decrease of $65.6M in the current position value, from $3.04B to 2.98B.

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

Portfolio value $2.98 Billion
Technology: $627 Million
ETFs: $550 Million
Financial Services: $414 Million
Healthcare: $330 Million
Industrials: $243 Million
Consumer Defensive: $225 Million
Consumer Cyclical: $168 Million
Communication Services: $134 Million
Other: $286 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 272
  • Current Value $2.98 Billion
  • Prior Value $3.04 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 136 stocks
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