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Portfolio (Quarterly) Guide ↗

BECKER CAPITAL MANAGEMENT INC

· CIK 0000799004
13F Portfolio $3.4B AUM 298 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 67 Added 145 Reduced 14 Exited
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABNB AIRBNB INC Consumer Cyclical 2,475.0 $313K 0.01% +231.0 +10.3% $126.28 +12.8%
62 AMD ADVANCED MICRO DEVICES INC Technology 1,205.0 $245K 0.01% +19.0 +1.6% $203.43 +164.2%
63 BSX BOSTON SCIENTIFIC CORP Healthcare 3,658.0 $230K 0.01% +134.0 +3.8% $62.75 -27.8%
64 COF CAPITAL ONE FINL CORP Financial Services 1,180.0 $215K 0.01% +25.0 +2.2% $182.49 +10.4%
65 CRF CORNERSTONE TOTAL RETURN FD Financial Services 23,390.0 $163K 0.01% +1K +6.4% $6.95 +2.7%
66 F FORD MTR CO Consumer Cyclical 14,057.0 $162K 0.01% +1K +11.6% $11.54 +21.8%
67 CLM CORNERSTONE STRATEGIC INVEST Financial Services 22,037.0 $160K 0.01% +3K +13.2% $7.28 +2.7%
Page 4 of 4  ·  67 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.5%
Financial Services 19.0%
Healthcare 13.5%
Industrials 11.3%
Consumer Defensive 7.6%
Energy 5.7%
Communication Services 5.5%
Consumer Cyclical 5.0%
Basic Materials 4.4%
Utilities 2.9%