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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 12 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WBD WARNER BROS DISCOVERY INC Communication Services 18,395.0 $505K 0.01% -207K -91.8% $27.46 -4.6%
222 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,252.0 $500K 0.01% +258.0 +3.2% $60.65 -11.0%
223 DFUS DIMENSIONAL ETF TRUST 7,049.0 $500K 0.01% $70.91 +15.6%
224 IWB ISHARES TR 1,392.0 $496K 0.01% $356.56 +14.5%
225 MDLZ MONDELEZ INTL INC Consumer Defensive 8,150.0 $474K 0.01% -133.0 -1.6% $58.14 +3.4%
226 VO VANGUARD INDEX FDS 1,646.0 $473K 0.01% -2K -52.4% $287.18 -72.1%
227 ORCL ORACLE CORP Technology 3,197.0 $470K 0.01% -4K -54.0% $147.11 +25.3%
228 AMP AMERIPRISE FINL INC Financial Services 1,055.0 $469K 0.01% -41.0 -3.7% $444.40 +5.2%
229 EPP ISHARES INC 8,554.0 $455K 0.01% $53.14 +1.5%
230 DSI ISHARES TR 3,709.0 $449K 0.01% NEW $121.19 +17.0%
231 HPQ HP INC Technology 22,709.0 $443K 0.01% -25K -52.4% $19.52 +20.4%
232 C CITIGROUP INC Financial Services 3,876.0 $440K 0.01% -627.0 -13.9% $113.41 +26.1%
233 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,470.0 $415K 0.01% $282.37 +28.8%
234 CMCSA COMCAST CORP NEW Communication Services 14,399.0 $413K 0.01% +2K +13.8% $28.71 -21.9%
235 HDV ISHARES TR 2,986.0 $405K 0.01% -350.0 -10.5% $135.72 -80.1%
236 EFV ISHARES TR 5,415.0 $403K 0.01% -170.0 -3.0% $74.35 +3.1%
237 PRI PRIMERICA INC Financial Services 1,590.0 $398K 0.01% $250.48 +12.5%
238 PKG PACKAGING CORP AMER Consumer Cyclical 1,863.0 $398K 0.01% $213.50 +7.3%
239 TGT TARGET CORP Consumer Defensive 3,261.0 $395K 0.01% -125.0 -3.7% $121.20 +7.9%
240 SOLV SOLVENTUM CORP Healthcare 6,048.0 $395K 0.01% -365.0 -5.7% $65.30 +15.5%
Page 12 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%