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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 16 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CLM CORNERSTONE STRATEGIC INVEST Financial Services 22,847.0 $173K 0.01% +810.0 +3.7% $7.56 -10.8%
302 CHMI CHERRY HILL MTG INVT CORP Real Estate 10,681.0 $26K 0.00% NEW $2.42 +21.1%
303 TRINITY BIOTECH INVT LTD 18,000.0 $7K $0.39
Page 16 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%