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Portfolio (Quarterly) Guide ↗

BECKER CAPITAL MANAGEMENT INC

· CIK 0000799004
13F Portfolio $3.5B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 301 New
Page 12 of 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AMP AMERIPRISE FINL INC Financial Services 1,096.0 $537K 0.01% NEW $490.34 -4.1%
222 MGA MAGNA INTL INC Consumer Cyclical 9,869.0 $526K 0.01% NEW $53.30 +13.4%
223 C CITIGROUP INC Financial Services 4,503.0 $525K 0.01% NEW $116.69 +5.8%
224 DFUS DIMENSIONAL ETF TRUST 7,049.0 $523K 0.01% NEW $74.17 +8.2%
225 IWB ISHARES TR 1,392.0 $520K 0.01% NEW $373.44 +7.7%
226 IUSV ISHARES TR 5,013.0 $514K 0.01% NEW $102.54 +5.4%
227 SCZ ISHARES TR 6,584.0 $510K 0.01% NEW $77.53 +8.8%
228 SOLV SOLVENTUM CORP Healthcare 6,413.0 $508K 0.01% NEW $79.24 -6.0%
229 PM PHILIP MORRIS INTL INC Consumer Defensive 3,118.0 $505K 0.01% NEW $161.88 +16.5%
230 POR PORTLAND GEN ELEC CO Utilities 10,179.0 $494K 0.01% NEW $48.52 -1.1%
231 TMC TMC THE METALS COMPANY INC Basic Materials 79,862.0 $493K 0.01% NEW $6.17 -13.4%
232 CSX CSX CORP Industrials 12,715.0 $461K 0.01% NEW $36.25 +26.2%
233 MDLZ MONDELEZ INTL INC Consumer Defensive 8,283.0 $450K 0.01% NEW $54.33 +12.2%
234 XPEV XPENG INC Consumer Cyclical 22,000.0 $446K 0.01% NEW $20.28 -25.5%
235 EPP ISHARES INC 8,554.0 $432K 0.01% NEW $50.47 +9.2%
236 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,994.0 $431K 0.01% NEW $53.94 +7.2%
237 BKNG BOOKING HOLDINGS INC Consumer Cyclical 80.0 $428K 0.01% NEW $5355.34 -97.1%
238 VXUS VANGUARD STAR FDS 5,558.0 $419K 0.01% NEW $75.45 +10.9%
239 IGF ISHARES TR 6,788.0 $416K 0.01% NEW $61.36 +8.1%
240 GLW CORNING INC Technology 4,755.0 $416K 0.01% NEW $87.56 +118.1%
Page 12 of 16  ·  301 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 27.0%
Financial Services 20.3%
Healthcare 12.2%
Industrials 10.6%
Consumer Defensive 6.9%
Communication Services 5.9%
Consumer Cyclical 5.3%
Energy 4.4%
Basic Materials 4.1%
Utilities 2.6%