Becker Capital Management Inc Portfolio Holdings
Becker Capital Management Inc
- $2.95 Billion
- Q1 2025
Becker Capital Management Inc has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.95 Billion distributed in 274 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $145M, Microsoft Corp with a value of $136M, Jpmorgan Chase & CO with a value of $92.6M, Vanguard Growth ETF with a value of $83.2M, and Vanguard Total Stock Market Et with a value of $74.9M.
Examining the 13F form we can see an decrease of $24.1M in the current position value, from $2.98B to 2.95B.
Below you can find more details about Becker Capital Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$2.95 Billion
Technology: $567 Million
ETFs: $550 Million
Financial Services: $410 Million
Healthcare: $357 Million
Industrials: $254 Million
Consumer Defensive: $232 Million
Consumer Cyclical: $155 Million
Energy: $128 Million
Other: $299 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 274
- Current Value $2.95 Billion
- Prior Value $2.98 Billion
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 11 stocks
- Additional Purchases 79 stocks
- Sold out of 0 stocks
- Reduced holdings in 119 stocks