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Portfolio (Quarterly) Guide ↗

BECKER CAPITAL MANAGEMENT INC

· CIK 0000799004
13F Portfolio $3.7B AUM 303 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 93 Added 110 Reduced 10 Exited
Page 4 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TJX TJX COS INC NEW Consumer Cyclical 4,026.0 $610K 0.02% +216.0 +5.7% $151.50 -9.7%
62 CSX CSX CORP Industrials 12,793.0 $608K 0.02% +135.0 +1.1% $47.53 +8.9%
63 CME CME GROUP INC Financial Services 2,733.0 $604K 0.02% +44.0 +1.6% $220.83 +27.2%
64 PM PHILIP MORRIS INTL INC Consumer Defensive 3,253.0 $593K 0.02% +195.0 +6.4% $182.39 +6.4%
65 VO VANGUARD INDEX FDS 7,108.0 $573K 0.01% +5K +331.8% $80.57 +3.2%
66 POR PORTLAND GEN ELEC CO Utilities 10,845.0 $568K 0.01% +845.0 +8.4% $52.38 -4.2%
67 C CITIGROUP INC Financial Services 3,928.0 $550K 0.01% +52.0 +1.3% $139.96 -4.6%
68 T AT&T INC Communication Services 25,083.0 $519K 0.01% +3K +13.3% $20.70 +25.1%
69 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,742.0 $504K 0.01% +490.0 +5.9% $57.62 +17.3%
70 AMP AMERIPRISE FINL INC Financial Services 1,093.0 $501K 0.01% +38.0 +3.6% $458.76 +22.2%
71 ORCL ORACLE CORP Technology 3,413.0 $500K 0.01% +216.0 +6.8% $146.55 +1.6%
72 KO COCA COLA CO Consumer Defensive 5,234.0 $428K 0.01% +563.0 +12.1% $81.80 +10.1%
73 PH PARKER-HANNIFIN CORP Industrials 429.0 $420K 0.01% +38.0 +9.7% $978.12 +6.2%
74 AEP AMERICAN ELEC PWR CO INC Utilities 2,995.0 $410K 0.01% +75.0 +2.6% $136.81 -9.8%
75 PCAR PACCAR INC Industrials 3,310.0 $398K 0.01% +111.0 +3.5% $120.12 +7.6%
76 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,029.0 $387K 0.01% +272.0 +7.2% $96.12 -50.3%
77 ABNB AIRBNB INC Consumer Cyclical 2,640.0 $378K 0.01% +165.0 +6.7% $143.10 +31.4%
78 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,103.0 $375K 0.01% +2K +2433.7% $178.24 +17.2%
79 STT STATE STR CORP Financial Services 2,206.0 $374K 0.01% +111.0 +5.3% $169.60 +14.2%
80 HDV ISHARES TR 13,445.0 $369K 0.01% +10K +350.3% $27.41 +8.5%
Page 4 of 5  ·  93 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 28.4%
Financial Services 19.1%
Healthcare 12.7%
Industrials 11.7%
Consumer Defensive 6.8%
Communication Services 5.1%
Consumer Cyclical 5.0%
Energy 4.6%
Basic Materials 3.5%
Utilities 2.6%