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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 9 of 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NVS NOVARTIS AG Healthcare 9,441.0 $1.3M 0.04% NEW $137.87 +8.2%
162 TLT ISHARES TR 14,830.0 $1.3M 0.04% NEW $87.16 -4.0%
163 VB VANGUARD INDEX FDS 5,008.0 $1.3M 0.04% NEW $257.97 +9.3%
164 AKRE PROFESIONALLY MANAGED PORTFO 19,479.0 $1.3M 0.04% NEW $65.51 -18.5%
165 ABT ABBOTT LABS Healthcare 10,041.0 $1.3M 0.04% NEW $125.29 -32.2%
166 GE GE AEROSPACE Industrials 3,964.0 $1.2M 0.04% NEW $308.36 -8.0%
167 VONG VANGUARD SCOTTSDALE FDS 10,000.0 $1.2M 0.04% NEW $121.75 +5.0%
168 ALK ALASKA AIR GROUP INC Industrials 23,373.0 $1.2M 0.03% NEW $50.30 -25.1%
169 ACWI ISHARES TR 8,300.0 $1.2M 0.03% NEW $141.49 +9.1%
170 IWR ISHARES TR 12,144.0 $1.2M 0.03% NEW $96.27 +7.7%
171 PPG PPG INDS INC Basic Materials 11,123.0 $1.1M 0.03% NEW $102.46 +0.3%
172 EZU ISHARES INC 17,709.0 $1.1M 0.03% NEW $64.10 +3.9%
173 CANADIAN PACIFIC KANSAS CITY 15,270.0 $1.1M 0.03% NEW $73.80
174 TSN TYSON FOODS INC Consumer Defensive 19,024.0 $1.1M 0.03% NEW $58.62 +13.0%
175 PANW PALO ALTO NETWORKS INC Technology 6,007.0 $1.1M 0.03% NEW $184.20 +29.6%
176 HPQ HP INC Technology 47,713.0 $1.1M 0.03% NEW $22.58 -7.4%
177 VONE VANGUARD SCOTTSDALE FDS 3,480.0 $1.1M 0.03% NEW $309.04 +7.7%
178 RSP INVESCO EXCHANGE TRADED FD T 5,609.0 $1.1M 0.03% NEW $191.57 +5.3%
179 SUB ISHARES TR 10,030.0 $1.1M 0.03% NEW $106.70 -0.5%
180 WAT WATERS CORP Healthcare 2,752.0 $1.0M 0.03% NEW $379.83 -12.5%
Page 9 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%