BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 14 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TMC TMC THE METALS COMPANY INC Basic Materials 67,862.0 $301K 0.01% $4.43 +13.1%
262 COLB COLUMBIA BKG SYS INC Financial Services 9,356.0 $300K 0.01% -1K -11.0% $32.05 -4.2%
263 VOOV VANGUARD ADMIRAL FDS INC 1,363.0 $299K 0.01% -50.0 -3.5% $219.21 +4.8%
264 CATH GLOBAL X FDS 3,355.0 $298K 0.01% $88.78 +2.7%
265 INGERSOLL RAND INC 3,617.0 $297K 0.01% $81.99
266 TRV TRAVELERS COMPANIES INC Financial Services 898.0 $296K 0.01% -142.0 -13.7% $330.12 +12.4%
267 XPEV XPENG INC Consumer Cyclical 22,000.0 $291K 0.01% $13.24 -11.6%
268 SHW SHERWIN WILLIAMS CO Basic Materials 841.0 $290K 0.01% +43.0 +5.4% $344.32 +1.3%
269 EEM ISHARES TR 4,179.0 $286K 0.01% NEW $68.41 -1.8%
270 FDX FEDEX CORP Industrials 902.0 $283K 0.01% +29.0 +3.3% $313.92 +7.0%
271 QUAL ISHARES TR 1,290.0 $283K 0.01% $219.43 +2.0%
272 DASH DOORDASH INC Communication Services 1,530.0 $282K 0.01% $184.53 +28.4%
273 SCHD SCHWAB STRATEGIC TR 8,680.0 $275K 0.01% NEW $31.71 +10.5%
274 MRVL MARVELL TECHNOLOGY INC Technology 924.0 $275K 0.01% NEW $297.89 -17.7%
275 EEMV ISHARES INC 3,628.0 $273K 0.01% $75.28 +0.1%
276 TSN TYSON FOODS INC Consumer Defensive 4,675.0 $268K 0.01% $57.25 -1.2%
277 SCHA SCHWAB STRATEGIC TR 7,325.0 $265K 0.01% $36.13 -3.9%
278 PWR QUANTA SVCS INC Industrials 367.0 $264K 0.01% -3.0 -0.8% $720.04 -14.3%
279 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,010.0 $256K 0.01% +230.0 +4.8% $51.05 +33.8%
280 COP CONOCOPHILLIPS Energy 2,399.0 $249K 0.01% +291.0 +13.8% $103.96 +25.6%
Page 14 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%