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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 15 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 15,436.0 $231K 0.01% $14.95 +12.2%
282 OTIS OTIS WORLDWIDE CORP Industrials 2,991.0 $231K 0.01% $77.09 -5.0%
283 DASH DOORDASH INC Communication Services 1,530.0 $230K 0.01% $150.15 +15.5%
284 BSX BOSTON SCIENTIFIC CORP Healthcare 3,658.0 $230K 0.01% +134.0 +3.8% $62.75 -27.8%
285 FTEC FIDELITY COVINGTON TRUST 1,077.0 $224K 0.01% NEW $208.05 +37.7%
286 LSCC LATTICE SEMICONDUCTOR CORP Technology 2,391.0 $222K 0.01% NEW $92.76 +65.7%
287 ITW ILLINOIS TOOL WKS INC Industrials 831.0 $218K 0.01% -114.0 -12.1% $262.06 +0.8%
288 COF CAPITAL ONE FINL CORP Financial Services 1,180.0 $215K 0.01% +25.0 +2.2% $182.49 +10.4%
289 SCHA SCHWAB STRATEGIC TR 7,325.0 $213K 0.01% -160.0 -2.1% $29.08 +21.0%
290 CDC VICTORY PORTFOLIOS II 2,943.0 $210K 0.01% NEW $71.43 +2.2%
291 SCHB SCHWAB STRATEGIC TR 8,340.0 $209K 0.01% $25.10 +15.4%
292 PWR QUANTA SVCS INC Industrials 370.0 $203K 0.01% NEW $549.02 +27.9%
293 PGR PROGRESSIVE CORP Financial Services 1,021.0 $202K 0.01% $198.24 +3.3%
294 CRF CORNERSTONE TOTAL RETURN FD Financial Services 23,390.0 $163K 0.01% +1K +6.4% $6.95 +2.7%
295 F FORD MTR CO Consumer Cyclical 14,057.0 $162K 0.01% +1K +11.6% $11.54 +21.8%
296 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 18,811.0 $162K 0.01% $8.62 +7.3%
297 CLM CORNERSTONE STRATEGIC INVEST Financial Services 22,037.0 $160K 0.01% +3K +13.2% $7.28 +2.7%
298 TRINITY BIOTECH INVT LTD 18,000.0 $10K $0.54
Page 15 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%