BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 11 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TT TRANE TECHNOLOGIES PLC Industrials 1,613.0 $672K 0.02% -162.0 -9.1% $416.74 +16.0%
202 VV VANGUARD INDEX FDS 2,205.0 $659K 0.02% -18.0 -0.8% $298.85 +15.4%
203 PNC PNC FINL SVCS GROUP INC Financial Services 3,153.0 $656K 0.02% +41.0 +1.3% $208.09 +11.5%
204 T AT&T INC Communication Services 22,131.0 $642K 0.02% -1K -4.6% $28.99 -24.1%
205 SCHF SCHWAB STRATEGIC TR 24,646.0 $610K 0.02% $24.75 +14.1%
206 TJX TJX COS INC NEW Consumer Cyclical 3,810.0 $608K 0.02% +149.0 +4.1% $159.70 +2.6%
207 GLW CORNING INC Technology 4,391.0 $597K 0.02% -364.0 -7.7% $135.97 +43.4%
208 MA MASTERCARD INCORPORATED Financial Services 1,193.0 $596K 0.02% +34.0 +2.9% $499.66 -2.0%
209 GTLB GITLAB INC Technology 27,397.0 $593K 0.02% $21.64 +22.7%
210 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 7,686.0 $585K 0.02% -12K -60.3% $76.16 +12.4%
211 OEF ISHARES TR 1,765.0 $561K 0.02% $318.07 +15.9%
212 USMV ISHARES TR 5,981.0 $555K 0.02% $92.74 +1.6%
213 POR PORTLAND GEN ELEC CO Utilities 10,000.0 $533K 0.02% -179.0 -1.8% $53.30 -5.8%
214 MUB ISHARES TR 4,935.0 $524K 0.01% +1K +30.7% $106.15 +1.1%
215 CSX CSX CORP Industrials 12,658.0 $520K 0.01% $41.05 +11.2%
216 SCZ ISHARES TR 6,584.0 $516K 0.01% $78.41 +6.6%
217 IUSV ISHARES TR 5,013.0 $513K 0.01% $102.25 +7.3%
218 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,493.0 $511K 0.01% -283.0 -10.2% $204.88 +6.6%
219 PM PHILIP MORRIS INTL INC Consumer Defensive 3,058.0 $510K 0.01% -60.0 -1.9% $166.84 +6.9%
220 MKC MCCORMICK & CO INC Consumer Defensive 10,107.0 $510K 0.01% +97.0 +1.0% $50.44 -7.5%
Page 11 of 15  ·  298 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%