EdgeMarket › What Becker Capital Management Inc reported owning
What Becker Capital Management Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.4BPositions
298Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 155.6M | 4.6% | 612.9K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 132.9M | 3.9% | 358.9K | 483.24 | -4.4% |
| VUG Vanguard Morningstar Growth ETF | 117.1M | 3.4% | 268.0K | 87.50 | +15.9% |
| JPM JPMORGAN CHASE & CO | 103.0M | 3.0% | 350.1K | 351.58 | +20.3% |
| VTI Vanguard Morningstar Total Stock Market ETF | 88.2M | 2.6% | 275.0K | 378.24 | +20.5% |
| EFA iShares MSCI EAFE ETF | 87.2M | 2.6% | 897.4K | 108.24 | +17.1% |
| WMT Walmart Inc. | 75.3M | 2.2% | 605.0K | 103.70 | +1.1% |
| EMBJ EMBRAER S.A. | 73.8M | 2.2% | 1.2M | 75.95 | +36.5% |
| GOOGL Alphabet Inc. | 70.1M | 2.1% | 243.7K | 344.82 | +73.0% |
| GS GOLDMAN SACHS GROUP INC | 68.9M | 2.0% | 81.5K | 1,039.28 | +44.2% |
| SCHW SCHWAB CHARLES CORP | 68.5M | 2.0% | 729.0K | 112.30 | +17.6% |
| RTX RTX Corp | 65.3M | 1.9% | 338.7K | 209.91 | +34.1% |
| MCK MCKESSON CORP | 63.4M | 1.9% | 73.2K | 858.90 | +22.2% |
| JNJ JOHNSON & JOHNSON | 60.5M | 1.8% | 247.7K | 270.24 | +51.1% |
| NVDA NVIDIA CORP | 60.0M | 1.8% | 344.3K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 55.6M | 1.6% | 267.1K | 258.63 | +15.6% |
| CIEN CIENA CORP | 55.0M | 1.6% | 141.7K | 395.79 | +356.8% |
| SPY SPDR S&P 500 ETF TRUST | 53.1M | 1.6% | 81.5K | 765.72 | +20.0% |
| CVX CHEVRON CORP | 52.4M | 1.5% | 253.4K | 205.27 | +34.0% |
| CSCO CISCO SYSTEMS, INC. | 50.6M | 1.5% | 652.6K | 111.04 | +65.5% |
| NEM NEWMONT Corp /DE/ | 50.6M | 1.5% | 467.2K | 131.58 | +90.7% |
| BLK BlackRock, Inc. | 46.6M | 1.4% | 48.4K | 1,156.55 | +2.5% |
| IJR iShares Core S&P Small-Cap ETF | 45.5M | 1.3% | 365.7K | 147.31 | +29.0% |
| FE FIRSTENERGY CORP | 41.6M | 1.2% | 821.4K | 45.96 | +5.5% |
| QCOM QUALCOMM INC/DE | 38.6M | 1.1% | 300.1K | 160.75 | +3.4% |
| ALL ALLSTATE CORP | 38.4M | 1.1% | 184.4K | 253.83 | +18.8% |
| FLEX FLEX LTD. | 36.6M | 1.1% | 558.6K | 110.45 | +124.9% |
| AZN ASTRAZENECA PLC | 34.9M | 1.0% | 176.9K | 165.98 | — |
| BKR Baker Hughes Co | 34.2M | 1.0% | 560.3K | 62.34 | +45.5% |
| KMI KINDER MORGAN, INC. | 33.0M | 1.0% | 984.3K | 30.98 | +16.6% |
| MRK Merck & Co., Inc. | 32.8M | 1.0% | 271.1K | 152.55 | +80.2% |
| APD Air Products & Chemicals, Inc. | 31.8M | 0.9% | 109.5K | 305.10 | +4.4% |
| SYY SYSCO CORP | 30.8M | 0.9% | 431.8K | 84.10 | +3.9% |
| AMGN AMGEN INC | 30.1M | 0.9% | 85.7K | 439.33 | +48.2% |
| unmapped CUSIP 084670702 | 30.1M | 0.9% | 62.9K | — | — |
| SAP SAP SE | 29.7M | 0.9% | 173.4K | 218.68 | -19.8% |
| GD GENERAL DYNAMICS CORP | 28.5M | 0.8% | 83.0K | 384.29 | +21.0% |
| PG PROCTER & GAMBLE Co | 28.5M | 0.8% | 197.0K | 144.68 | -9.3% |
| HD HOME DEPOT, INC. | 28.1M | 0.8% | 85.3K | 335.61 | -16.5% |
| MEOH METHANEX CORP | 27.7M | 0.8% | 465.9K | 60.10 | +78.2% |
| CB Chubb Ltd | 27.6M | 0.8% | 84.3K | 340.99 | +21.9% |
| VNQ Vanguard Real Estate ETF | 26.9M | 0.8% | 303.5K | 98.50 | +8.6% |
| USB US BANCORP \DE\ | 26.4M | 0.8% | 501.7K | 62.05 | +33.7% |
| VZ VERIZON COMMUNICATIONS INC | 26.3M | 0.8% | 524.6K | 49.45 | +9.7% |
| IEMG iShares Core MSCI Emerging Markets ETF | 25.9M | 0.8% | 371.5K | 81.57 | +31.9% |
| COST COSTCO WHOLESALE CORP /NEW | 25.8M | 0.8% | 25.9K | 947.74 | -4.7% |
| AZO AUTOZONE INC | 25.3M | 0.7% | 7.5K | 2,957.95 | -28.9% |
| SNY Sanofi | 23.9M | 0.7% | 496.4K | 45.85 | -9.3% |
| PHG KONINKLIJKE PHILIPS NV | 23.7M | 0.7% | 863.8K | 27.42 | -1.2% |
| CARR CARRIER GLOBAL Corp | 23.5M | 0.7% | 416.9K | 60.37 | -9.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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