Becker Capital Management portfolio
Type not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Jul 31, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Becker Capital Management reported a $3.7 bn portfolio of 301 companies (303 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are AAPL, VUG, MSFT.
Sections with a free account
What changed this quarter
202 positions with a change (13 new, 85 added to, 96 trimmed, 8 sold); also, 1 exited through an acquisition or merger, 1 entered through a spin-off. 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).
- Intel−40%fewer sharesReduced0.7% → 1.2%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AppleAAPL4.9%
- Vanguard Mrngstar GR ETF-sui ETFVUG3.8%
- MicrosoftMSFT3.8%
- JPMorgan ChaseJPM3.1%
- iShares Msci Eafe ETFEFA2.6%
- Vanguard Index FundsVTI2.6%
- AlphabetGOOGL · GOOG2.5%
- FLEXFLEX2.3%
- Goldman Sachs GroupGS2.1%
- EmbraerEMBJ2.1%
- Cisco SystemsCSCO2.0%
- Amazon.comAMZN1.9%
- NVIDIANVDA1.9%
- Charles SchwabSCHW1.8%
- WalmartWMT1.8%
Portfolio by sector
- ● Information Technology 23%
- ● No sector 21%
- ● Financials 14%
- ● Health Care 10%
- ● Industrials 10%
- ● Consumer Staples 6%
- ● Communication Services 4%
- ● Consumer Discretionary 4%
- ● Energy 4%
- ● Materials 3%
- ● Utilities 2%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; more than 20% is ETFs. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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