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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.16 Million 0.14% of portfolio
49,947
Q4 2024 Reduced 7.11%
$0
$4.04 Million 0.14% of portfolio
25,162
Q3 2024 Added 0.86%
$159B
$4.01 Million 0.14% of portfolio
8,058
Q1 2025 Reduced 1.74%
$0
$4.16 Million 0.14% of portfolio
91,913
Q1 2025 Reduced 3.32%
$82.2B
$4.15 Million 0.14% of portfolio
28,233
Q1 2025 Reduced 7.2%
$1.01T
$4.12 Million 0.14% of portfolio
26,386
Q1 2025 Added 0.46%
$114B
$3.9 Million 0.13% of portfolio
43,446
Q1 2025 Reduced 35.24%
$0
$3.91 Million 0.13% of portfolio
47,258
Q1 2025 Added 1.08%
$0
$3.71 Million 0.13% of portfolio
35,231
Q1 2025 Added 7.05%
$0
$3.75 Million 0.13% of portfolio
47,862
Q1 2025 Reduced 11.21%
$0
$3.48 Million 0.12% of portfolio
66,203
Q1 2025 Added 0.2%
$0
$3.41 Million 0.12% of portfolio
18,127
Q1 2025 Added 62.52%
$0
$3.45 Million 0.12% of portfolio
7,357
Q1 2025 Added 60.42%
$697B
$3.55 Million 0.12% of portfolio
4,302
Q1 2025 Reduced 1.19%
$0
$3.42 Million 0.12% of portfolio
28,958
Q1 2025 Added 6.73%
$455B
$3.19 Million 0.11% of portfolio
4
Q1 2025 New
$321B
$3.06 Million 0.1% of portfolio
14,626
Q1 2025 Reduced 4.1%
$0
$2.96 Million 0.1% of portfolio
25,200
Q1 2025 Added 0.0%
$79.5B
$2.88 Million 0.1% of portfolio
23,032
Q1 2025 Added 0.14%
$60B
$2.52 Million 0.09% of portfolio
20,371
Q1 2025 Reduced 1.16%
$4.17B
$2.61 Million 0.09% of portfolio
34,481
Q4 2024 Reduced 28.91%
$0
$2.5 Million 0.08% of portfolio
25,611
Q1 2023 New
$1.51B
$2.27 Million 0.08% of portfolio
86,200
Q1 2025 Reduced 0.53%
$0
$2.4 Million 0.08% of portfolio
35,071
Q3 2023 Reduced 0.34%
$185B
$2.49 Million 0.08% of portfolio
7,536
Q1 2025 Reduced 3.32%
$0
$2.24 Million 0.08% of portfolio
22,662
Q1 2025 Reduced 2.33%
$0
$2.36 Million 0.08% of portfolio
45,076
Q1 2025 Added 5.29%
$0
$2.25 Million 0.08% of portfolio
89,916
Q1 2025 New
$0
$2.1 Million 0.07% of portfolio
11,520
Q3 2024 Reduced 3.32%
$0
$2.05 Million 0.07% of portfolio
11,878
Q1 2025 Added 0.46%
$239B
$2.14 Million 0.07% of portfolio
8,609
Q4 2024 Added 0.24%
$0
$2.2 Million 0.07% of portfolio
6,082
Q1 2025 Added 0.02%
$79.4B
$1.88 Million 0.06% of portfolio
27,713
Q1 2025 Reduced 62.39%
$46.9B
$1.66 Million 0.06% of portfolio
21,428
Q1 2025 Added 1.02%
$0
$1.82 Million 0.06% of portfolio
47,336
Q4 2024 Reduced 12.75%
$0
$1.84 Million 0.06% of portfolio
3,451
Q1 2025 Reduced 5.3%
$43.6B
$1.83 Million 0.06% of portfolio
17,575
Q1 2025 Added 9.73%
$0
$1.73 Million 0.06% of portfolio
18,640
Q1 2025 Added 702.07%
$148B
$1.72 Million 0.06% of portfolio
4,627
Q1 2025 Added 1.54%
$181B
$1.54 Million 0.05% of portfolio
10,299
Q1 2025 Added 0.26%
$231B
$1.48 Million 0.05% of portfolio
4,725
Q1 2025 Reduced 0.38%
$146B
$1.34 Million 0.05% of portfolio
18,935
Q1 2025 Reduced 0.21%
$0
$1.51 Million 0.05% of portfolio
11,879
Q1 2025 Reduced 3.78%
$52.2B
$1.57 Million 0.05% of portfolio
11,897
Q1 2025 Reduced 1.04%
$29.8B
$1.55 Million 0.05% of portfolio
55,816
Q1 2025 Reduced 0.4%
$0
$1.35 Million 0.05% of portfolio
14,830
Q1 2025 New
$51.1B
$1.51 Million 0.05% of portfolio
23,001
Q1 2025 Added 4.11%
$234B
$1.38 Million 0.05% of portfolio
10,402
Q1 2025 Added 0.02%
$0
$1.6 Million 0.05% of portfolio
12,817
Q4 2024 Added 0.53%

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
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