BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 5 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MO ALTRIA GROUP INC Consumer Defensive 4,824.0 $352K 0.01% +416.0 +9.4% $72.99 -5.3%
82 PLD PROLOGIS INC. Real Estate 2,462.0 $334K 0.01% +81.0 +3.4% $135.47 +5.3%
83 NFLX NETFLIX INC. Communication Services 4,412.0 $315K 0.01% +1K +29.8% $71.40 +14.1%
84 AXP AMERICAN EXPRESS CO Financial Services 892.0 $302K 0.01% +84.0 +10.4% $338.25 -0.6%
85 SHW SHERWIN WILLIAMS CO Basic Materials 841.0 $290K 0.01% +43.0 +5.4% $344.32 +1.2%
86 FDX FEDEX CORP Industrials 902.0 $283K 0.01% +29.0 +3.3% $313.92 +7.0%
87 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,010.0 $256K 0.01% +230.0 +4.8% $51.05 +33.8%
88 COP CONOCOPHILLIPS Energy 2,399.0 $249K 0.01% +291.0 +13.8% $103.96 +25.7%
89 ITW ILLINOIS TOOL WKS INC Industrials 899.0 $245K 0.01% +68.0 +8.2% $272.13 +4.9%
90 PGR PROGRESSIVE CORP Financial Services 1,109.0 $242K 0.01% +88.0 +8.6% $218.45 +1.8%
91 COF CAPITAL ONE FINL CORP Financial Services 1,186.0 $238K 0.01% +6.0 +0.5% $200.63 +8.3%
92 CRF CORNERSTONE TOTAL RETURN FD Financial Services 24,457.0 $176K 0.01% +1K +4.6% $7.18 -10.6%
93 CLM CORNERSTONE STRATEGIC INVEST Financial Services 22,847.0 $173K 0.01% +810.0 +3.7% $7.56 -11.7%
Page 5 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%