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Portfolio (Quarterly) Guide ↗

BECKER CAPITAL MANAGEMENT INC

· CIK 0000799004
13F Portfolio $3.4B AUM 298 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 67 Added 145 Reduced 14 Exited
Page 8 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 STT STATE STR CORP Financial Services 2,095.0 $265K 0.01% -19.0 -0.9% $126.56 +33.0%
142 QUAL ISHARES TR 1,290.0 $247K 0.01% -15.0 -1.1% $191.81 +12.6%
143 AXP AMERICAN EXPRESS CO Financial Services 808.0 $244K 0.01% -11.0 -1.3% $302.48 +11.7%
144 ITW ILLINOIS TOOL WKS INC Industrials 831.0 $218K 0.01% -114.0 -12.1% $262.06 +0.8%
145 SCHA SCHWAB STRATEGIC TR 7,325.0 $213K 0.01% -160.0 -2.1% $29.08 +21.0%
Page 8 of 8  ·  145 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 24.5%
Financial Services 19.0%
Healthcare 13.5%
Industrials 11.3%
Consumer Defensive 7.6%
Energy 5.7%
Communication Services 5.5%
Consumer Cyclical 5.0%
Basic Materials 4.4%
Utilities 2.9%