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Portfolio (Quarterly) Guide ↗

BECKER CAPITAL MANAGEMENT INC

· CIK 0000799004
13F Portfolio $3.7B AUM 303 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 93 Added 110 Reduced 10 Exited
Page 11 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VYM VANGUARD WHITEHALL FDS 4,599.0 $727K 0.02% -239.0 -4.9% $158.01 +4.4%
202 SOXX ISHARES TR 1,110.0 $711K 0.02% $640.76 -19.6%
203 IBIT ISHARES BITCOIN TRUST ETF Financial Services 20,955.0 $698K 0.02% +365.0 +1.8% $33.29 +33.6%
204 EWU ISHARES TR 14,938.0 $689K 0.02% -422.0 -2.8% $46.14 +5.9%
205 SCHF SCHWAB STRATEGIC TR 24,646.0 $683K 0.02% $27.70 +2.7%
206 MA MASTERCARD INCORPORATED Financial Services 1,312.0 $674K 0.02% +119.0 +10.0% $513.60 +16.5%
207 OEF ISHARES TR 1,765.0 $646K 0.02% $365.87 +3.1%
208 MUB ISHARES TR 5,982.0 $644K 0.02% +1K +21.2% $107.62 -2.0%
209 TJX TJX COS INC NEW Consumer Cyclical 4,026.0 $610K 0.02% +216.0 +5.7% $151.50 -9.7%
210 CSX CSX CORP Industrials 12,793.0 $608K 0.02% +135.0 +1.1% $47.53 +8.9%
211 CME CME GROUP INC Financial Services 2,733.0 $604K 0.02% +44.0 +1.6% $220.83 +27.2%
212 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 6,758.0 $599K 0.02% -928.0 -12.1% $88.60 -36.4%
213 PM PHILIP MORRIS INTL INC Consumer Defensive 3,253.0 $593K 0.02% +195.0 +6.4% $182.39 +6.4%
214 DFUS DIMENSIONAL ETF TRUST 7,049.0 $578K 0.02% $81.94 +2.1%
215 USMV ISHARES TR 5,981.0 $577K 0.02% $96.46 +5.3%
216 VO VANGUARD INDEX FDS 7,108.0 $573K 0.01% +5K +331.8% $80.57 +3.2%
217 IWB ISHARES TR 1,392.0 $570K 0.01% $409.50 +2.5%
218 POR PORTLAND GEN ELEC CO Utilities 10,845.0 $568K 0.01% +845.0 +8.4% $52.38 -4.2%
219 C CITIGROUP INC Financial Services 3,928.0 $550K 0.01% +52.0 +1.3% $139.96 -4.6%
220 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 4,462.0 $549K 0.01% $123.11 +31.5%
Page 11 of 16  ·  303 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 28.4%
Financial Services 19.1%
Healthcare 12.7%
Industrials 11.7%
Consumer Defensive 6.8%
Communication Services 5.1%
Consumer Cyclical 5.0%
Energy 4.6%
Basic Materials 3.5%
Utilities 2.6%