Becker Capital Management Inc Portfolio Holdings

Becker Capital Management Inc

  • $3.11 Billion
  • Q2 2025

Becker Capital Management Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.11 Billion distributed in 278 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $180M, Apple Inc. with a value of $129M, Jpmorgan Chase & CO with a value of $109M, Vanguard Growth ETF with a value of $105M, and Embraer S.A. with a value of $85.2M.

Examining the 13F form we can see an increase of $162M in the current position value, from $2.95B to 3.11B.

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

Portfolio value $3.11 Billion
Technology: $665 Million
ETFs: $581 Million
Financial Services: $453 Million
Healthcare: $327 Million
Industrials: $288 Million
Consumer Defensive: $220 Million
Consumer Cyclical: $158 Million
Communication Services: $131 Million
Other: $292 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17B
$4.44 Million 0.14% of portfolio
68,145
Q2 2025 Reduced 15.77%
$0
$4.07 Million 0.13% of portfolio
7,369
Q2 2025 Added 0.16%
$87.3B
$4.2 Million 0.13% of portfolio
27,599
Q2 2025 Reduced 2.25%
$0
$4.11 Million 0.13% of portfolio
49,641
Q2 2025 Added 5.04%
$0
$3.64 Million 0.12% of portfolio
30,531
Q2 2025 Added 5.43%
$101B
$3.76 Million 0.12% of portfolio
17,201
Q2 2025 Reduced 0.98%
$0
$3.71 Million 0.12% of portfolio
69,610
Q2 2025 Added 5.15%
$122B
$3.59 Million 0.12% of portfolio
41,215
Q2 2025 Reduced 5.14%
$0
$3.49 Million 0.11% of portfolio
25,200
Q1 2025 Added 0.0%
$0
$3.58 Million 0.11% of portfolio
45,492
Q2 2025 Reduced 4.95%
$19B
$3.49 Million 0.11% of portfolio
135,701
Q2 2025 Reduced 11.61%
$0
$3.03 Million 0.1% of portfolio
15,593
Q2 2025 Reduced 13.98%
$29.2B
$2.97 Million 0.1% of portfolio
259,385
Q2 2025 Reduced 45.51%
$187B
$3.26 Million 0.1% of portfolio
8,030
Q2 2025 Reduced 0.35%
$218B
$2.7 Million 0.09% of portfolio
6,956
Q2 2025 Reduced 7.7%
$423B
$2.92 Million 0.09% of portfolio
4
Q1 2025 New
$351B
$2.7 Million 0.09% of portfolio
14,565
Q2 2025 Reduced 0.42%
$210B
$2.51 Million 0.08% of portfolio
8,530
Q2 2025 Reduced 0.92%
$1.44B
$2.37 Million 0.08% of portfolio
84,780
Q2 2025 Reduced 1.65%
$0
$2.62 Million 0.08% of portfolio
6,165
Q2 2025 Added 1.36%
$0
$2.54 Million 0.08% of portfolio
86,971
Q2 2025 Reduced 3.28%
$245B
$2.49 Million 0.08% of portfolio
7,968
Q2 2025 Added 0.25%
$0
$2.49 Million 0.08% of portfolio
47,176
Q2 2025 Added 4.66%
$57.7B
$2.36 Million 0.08% of portfolio
19,758
Q2 2025 Reduced 3.01%
$0
$2.63 Million 0.08% of portfolio
35,071
Q3 2023 Reduced 0.34%
$0
$2.55 Million 0.08% of portfolio
25,611
Q1 2023 New
$0
$2.11 Million 0.07% of portfolio
11,963
Q2 2025 Added 0.72%
$0
$2.06 Million 0.07% of portfolio
20,782
Q2 2025 Reduced 8.3%
$3.14B
$2.1 Million 0.07% of portfolio
34,348
Q2 2025 Reduced 0.39%
$0
$2.05 Million 0.07% of portfolio
18,640
Q1 2025 Added 702.07%
$66.5B
$2.27 Million 0.07% of portfolio
23,001
Q1 2025 Added 4.11%
$0
$2.2 Million 0.07% of portfolio
12,090
Q2 2025 Added 4.95%
$222B
$1.73 Million 0.06% of portfolio
5,926
Q2 2025 Added 25.42%
$0
$1.96 Million 0.06% of portfolio
47,336
Q4 2024 Reduced 12.75%
$44.3B
$1.73 Million 0.06% of portfolio
16,885
Q2 2025 Reduced 3.93%
$4.79B
$1.76 Million 0.06% of portfolio
42,610
Q2 2025 New
$27.8B
$1.8 Million 0.06% of portfolio
42,856
Q2 2025 Added 100.0%
$0
$1.89 Million 0.06% of portfolio
3,345
Q2 2025 Reduced 3.07%
$142B
$1.84 Million 0.06% of portfolio
4,657
Q2 2025 Added 0.65%
$0
$1.77 Million 0.06% of portfolio
11,780
Q2 2025 Reduced 0.83%
$86B
$1.68 Million 0.05% of portfolio
24,368
Q2 2025 Reduced 12.07%
$0
$1.7 Million 0.05% of portfolio
12,801
Q2 2025 Reduced 0.12%
$0
$1.42 Million 0.05% of portfolio
5,589
Q2 2025 Reduced 0.09%
$51.4B
$1.58 Million 0.05% of portfolio
11,772
Q2 2025 Reduced 1.05%
$1.08T
$1.4 Million 0.04% of portfolio
4,404
Q2 2025 Added 8.26%
$0
$1.26 Million 0.04% of portfolio
14,877
Q2 2025 Added 0.07%
$25.6B
$1.36 Million 0.04% of portfolio
11,928
Q2 2025 Added 3.49%
$141B
$1.31 Million 0.04% of portfolio
18,935
Q1 2025 Reduced 0.21%
$202B
$1.36 Million 0.04% of portfolio
10,278
Q2 2025 Reduced 0.2%

Summary

  • Portfolio
  • No. of Stocks 278
  • Current Value $3.11 Billion
  • Prior Value $2.95 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 141 stocks
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