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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 13 of 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PRI PRIMERICA INC Financial Services 1,591.0 $411K 0.01% NEW $258.36 +6.1%
242 HDV ISHARES TR 3,336.0 $406K 0.01% NEW $121.61 -77.6%
243 MUB ISHARES TR 3,776.0 $404K 0.01% NEW $107.11 -0.9%
244 ZTS ZOETIS INC Healthcare 3,174.0 $399K 0.01% NEW $125.82 -40.5%
245 EFV ISHARES TR 5,585.0 $399K 0.01% NEW $71.41 +9.0%
246 PKG PACKAGING CORP AMER Consumer Cyclical 1,866.0 $387K 0.01% NEW $207.51 +2.2%
247 CMCSA COMCAST CORP NEW Communication Services 12,649.0 $378K 0.01% NEW $29.89 -17.1%
248 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,780.0 $364K 0.01% NEW $76.23 -12.3%
249 PCAR PACCAR INC Industrials 3,219.0 $357K 0.01% NEW $110.91 -0.5%
250 DASH DOORDASH INC Communication Services 1,532.0 $347K 0.01% NEW $226.48 -29.7%
251 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 4,299.0 $345K 0.01% NEW $80.30 -4.5%
252 VOOV VANGUARD ADMIRAL FDS INC 1,676.0 $343K 0.01% NEW $204.85 +5.5%
253 PH PARKER-HANNIFIN CORP Industrials 388.0 $341K 0.01% NEW $878.96 -1.9%
254 AEP AMERICAN ELEC PWR CO INC Utilities 2,949.0 $340K 0.01% NEW $115.31 +9.2%
255 ISRG INTUITIVE SURGICAL INC Healthcare 597.0 $338K 0.01% NEW $566.36 -25.1%
256 IWS ISHARES TR 2,394.0 $338K 0.01% NEW $141.04 +10.4%
257 BSX BOSTON SCIENTIFIC CORP Healthcare 3,524.0 $336K 0.01% NEW $95.35 -43.6%
258 SOXX ISHARES TR 1,110.0 $334K 0.01% NEW $301.15 +70.1%
259 KO COCA COLA CO Consumer Defensive 4,757.0 $333K 0.01% NEW $69.91 +15.1%
260 NFLX NETFLIX INC Communication Services 3,540.0 $332K 0.01% NEW $93.76 -6.8%
Page 13 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%