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Portfolio (Quarterly) Guide ↗

BECKER CAPITAL MANAGEMENT INC

· CIK 0000799004
13F Portfolio $3.5B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 301 New
Page 15 of 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FDX FEDEX CORP Industrials 883.0 $256K 0.01% NEW $289.79 +26.9%
282 RY ROYAL BK CDA Financial Services 1,500.0 $256K 0.01% NEW $170.49 +8.2%
283 AMD ADVANCED MICRO DEVICES INC Technology 1,186.0 $254K 0.01% NEW $214.16 +95.6%
284 LOW LOWES COS INC Consumer Cyclical 1,039.0 $251K 0.01% NEW $241.16 -8.9%
285 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 15,436.0 $245K 0.01% NEW $15.85 -0.1%
286 ITW ILLINOIS TOOL WKS INC Industrials 945.0 $234K 0.01% NEW $247.83 +0.8%
287 PGR PROGRESSIVE CORP Financial Services 1,026.0 $234K 0.01% NEW $227.72 -11.1%
288 EEMV ISHARES INC 3,628.0 $232K 0.01% NEW $64.04 +11.2%
289 PAYX PAYCHEX INC Industrials 2,068.0 $232K 0.01% NEW $112.18 -16.3%
290 AMAT APPLIED MATLS INC Technology 891.0 $229K 0.01% NEW $257.02 +61.0%
291 SCHB SCHWAB STRATEGIC TR 8,340.0 $219K 0.01% NEW $26.23 +7.9%
292 BROOKFIELD WEALTH SOL LTD 4,725.0 $217K 0.01% NEW $45.95
293 IP INTERNATIONAL PAPER CO Consumer Cyclical 5,499.0 $217K 0.01% NEW $39.39 -22.1%
294 SCHA SCHWAB STRATEGIC TR 7,485.0 $213K 0.01% NEW $28.48 +13.5%
295 COP CONOCOPHILLIPS Energy 2,184.0 $204K 0.01% NEW $93.61 +32.7%
296 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 18,811.0 $178K 0.01% NEW $9.48 -5.9%
297 CRF CORNERSTONE TOTAL RETURN FD Financial Services 21,975.0 $176K 0.01% NEW $8.01 -11.4%
298 F FORD MTR CO Consumer Cyclical 12,599.0 $165K 0.01% NEW $13.12 +0.7%
299 CLM CORNERSTONE STRATEGIC INVEST Financial Services 19,471.0 $163K 0.01% NEW $8.36 -11.3%
300 TRINITY BIOTECH PLC 18,000.0 $14K NEW $0.79
Page 15 of 16  ·  301 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 27.0%
Financial Services 20.3%
Healthcare 12.2%
Industrials 10.6%
Consumer Defensive 6.9%
Communication Services 5.9%
Consumer Cyclical 5.3%
Energy 4.4%
Basic Materials 4.1%
Utilities 2.6%