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 15 of 16  ·  303 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 14,210.0 $247K 0.01% -1K -7.9% $17.41 +16.4%
282 NUE NUCOR CORP Basic Materials 1,105.0 $247K 0.01% NEW $223.31 +13.2%
283 ITW ILLINOIS TOOL WKS INC Industrials 899.0 $245K 0.01% +68.0 +8.2% $272.13 +4.9%
284 PGR PROGRESSIVE CORP Financial Services 1,109.0 $242K 0.01% +88.0 +8.6% $218.45 +1.9%
285 SCHB SCHWAB STRATEGIC TR 8,340.0 $242K 0.01% $28.96 +2.2%
286 COF CAPITAL ONE FINL CORP Financial Services 1,186.0 $238K 0.01% +6.0 +0.5% $200.63 +8.3%
287 TGT TARGET CORP Consumer Defensive 1,794.0 $234K 0.01% -1K -45.0% $130.61 +25.6%
288 TXN TEXAS INSTRS INC Technology 744.0 $222K 0.01% NEW $298.07 -12.2%
289 GIS GENERAL MILLS INC Consumer Defensive 6,334.0 $220K 0.01% -565.0 -8.2% $34.80 +15.2%
290 CDC VICTORY PORTFOLIOS II 2,943.0 $219K 0.01% $74.37 +4.2%
291 ANET ARISTA NETWORKS INC Technology 1,277.0 $217K 0.01% NEW $169.88 +19.1%
292 OTIS OTIS WORLDWIDE CORP Industrials 2,992.0 $214K 0.01% $71.60 +1.1%
293 DUK DUKE ENERGY CORP NEW Utilities 1,653.0 $209K 0.01% NEW $126.58 -3.7%
294 ITOT ISHARES TR 1,270.0 $209K 0.01% NEW $164.27 +2.2%
295 DLTR DOLLAR TREE INC Consumer Defensive 1,715.0 $207K 0.01% NEW $120.95 +9.3%
296 BROOKFIELD WEALTH SOL LTD 4,725.0 $202K 0.01% NEW $42.66
297 VICR VICOR CORP Technology 528.0 $201K 0.01% NEW $379.78 -48.1%
298 F FORD MTR CO Consumer Cyclical 14,057.0 $195K 0.01% $13.90 -0.0%
299 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 18,811.0 $180K 0.01% $9.57 +2.5%
300 CRF CORNERSTONE TOTAL RETURN FD Financial Services 24,457.0 $176K 0.01% +1K +4.6% $7.18 -10.4%
Page 15 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%