Becker Capital Management
Latest statistics and disclosures from Becker Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, JPM, VUG, VTI, and represent 18.92% of Becker Capital Management's stock portfolio.
- Added to shares of these 10 stocks: BLK (+$52M), TKR (+$16M), HON (+$15M), ADBE (+$6.2M), Brookfield Renewable Corp Cl A Ex Sub Vtg (+$6.2M), VUG (+$5.4M), INTC, EFA, IJR, VNQ.
- Started 12 new stock positions in SCHB, KKR, OTLY, Brookfield Renewable Corp Cl A Ex Sub Vtg, GLW, LRCX, STT, TKR, BLK, DASH. ADSK, TFX.
- Reduced shares in these 10 stocks: , BEPC (-$7.1M), SPY (-$6.9M), CIEN, DLTR, GO, IEMG, IMAX, GS, ERJ.
- Sold out of its positions in AMD, AMT, Avangrid, BlackRock, BEPC, CNC, DLTR, DOC, IWO, Lam Research Corporation. NVO, OTIS, TROW, CDC, DOX.
- Becker Capital Management was a net seller of stock by $-24M.
- Becker Capital Management has $3.1B in assets under management (AUM), dropping by -0.43%.
- Central Index Key (CIK): 0000799004
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Portfolio Holdings for Becker Capital Management
Becker Capital Management holds 272 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 5.4 | $166M | 663k | 250.42 |
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Microsoft Corporation (MSFT) | 5.0 | $153M | 364k | 421.50 |
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JPMorgan Chase & Co. (JPM) | 3.0 | $92M | 385k | 239.71 |
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Vanguard Index Fds Growth Etf (VUG) | 2.9 | $89M | +6% | 216k | 410.44 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 2.6 | $79M | -2% | 273k | 289.81 |
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Wal-Mart Stores (WMT) | 2.2 | $67M | -2% | 743k | 90.56 |
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Ishares Tr Core S&p Scp Etf (IJR) | 2.1 | $66M | +4% | 569k | 115.22 |
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Embraer Sponsored Ads (ERJ) | 2.1 | $63M | -3% | 1.7M | 36.68 |
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Charles Schwab Corporation (SCHW) | 1.9 | $58M | 778k | 74.01 |
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Amazon (AMZN) | 1.8 | $55M | 249k | 219.39 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $54M | -11% | 92k | 588.05 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $54M | -2% | 286k | 189.30 |
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Goldman Sachs (GS) | 1.8 | $54M | -5% | 94k | 572.62 |
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Ishares Tr Msci Eafe Etf (EFA) | 1.7 | $53M | +8% | 706k | 75.61 |
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Blackrock (BLK) | 1.7 | $52M | NEW | 51k | 1025.11 |
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McKesson Corporation (MCK) | 1.6 | $48M | 85k | 570.62 |
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salesforce (CRM) | 1.5 | $46M | -2% | 136k | 334.73 |
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Raytheon Technologies Corp (RTX) | 1.5 | $45M | 387k | 115.72 |
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Sap Se Spon Adr (SAP) | 1.4 | $44M | -3% | 178k | 246.21 |
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Cisco Systems (CSCO) | 1.4 | $44M | 738k | 59.20 |
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Qualcomm (QCOM) | 1.4 | $43M | 277k | 153.62 |
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Allstate Corporation (ALL) | 1.2 | $38M | 196k | 193.72 |
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Home Depot (HD) | 1.2 | $37M | +4% | 95k | 388.99 |
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SYSCO Corporation (SYY) | 1.2 | $37M | -2% | 477k | 76.46 |
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Johnson & Johnson (JNJ) | 1.2 | $37M | 252k | 144.62 |
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Verizon Communications (VZ) | 1.1 | $34M | -4% | 861k | 39.99 |
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Chevron Corporation (CVX) | 1.1 | $34M | 236k | 144.84 |
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Procter & Gamble Company (PG) | 1.1 | $34M | 203k | 167.65 |
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Nike CL B (NKE) | 1.1 | $34M | 441k | 76.06 |
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Air Products & Chemicals (APD) | 1.1 | $33M | 115k | 290.04 |
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Kinder Morgan (KMI) | 1.1 | $33M | -4% | 1.2M | 27.40 |
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FirstEnergy (FE) | 1.0 | $31M | 777k | 39.78 |
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Merck & Co (MRK) | 1.0 | $31M | 306k | 100.29 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $29M | 65k | 453.28 |
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Paypal Holdings (PYPL) | 0.9 | $29M | 340k | 85.35 |
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Carrier Global Corporation (CARR) | 0.9 | $27M | -4% | 396k | 68.48 |
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Us Bancorp Del Com New (USB) | 0.9 | $27M | 560k | 48.33 |
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Sanofi Sponsored Adr (SNY) | 0.9 | $27M | -5% | 554k | 48.23 |
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Methanex Corp (MEOH) | 0.9 | $27M | 533k | 49.94 |
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Walt Disney Company (DIS) | 0.9 | $26M | 235k | 111.85 |
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Baker Hughes Company Cl A (BKR) | 0.8 | $25M | -3% | 620k | 41.02 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $25M | +8% | 284k | 89.08 |
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AutoZone (AZO) | 0.8 | $25M | -2% | 7.8k | 3202.00 |
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Astrazeneca Sponsored Adr (AZN) | 0.8 | $25M | 379k | 65.52 |
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Flex Ord (FLEX) | 0.8 | $25M | -5% | 639k | 38.39 |
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Costco Wholesale Corporation (COST) | 0.8 | $24M | 27k | 916.26 |
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Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.8 | $24M | 946k | 25.32 |
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Ishares Core Msci Emkt (IEMG) | 0.8 | $24M | -12% | 457k | 52.22 |
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Amgen (AMGN) | 0.8 | $23M | 90k | 260.64 |
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Diageo Spon Adr New (DEO) | 0.8 | $23M | +7% | 182k | 127.13 |
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Pfizer (PFE) | 0.8 | $23M | -8% | 868k | 26.53 |
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Newmont Mining Corporation (NEM) | 0.7 | $23M | 611k | 37.22 |
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General Dynamics Corporation (GD) | 0.7 | $22M | 85k | 263.49 |
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Chubb (CB) | 0.7 | $22M | +3% | 80k | 277.17 |
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Ciena Corp Com New (CIEN) | 0.7 | $21M | -17% | 248k | 84.81 |
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Baxter International (BAX) | 0.7 | $21M | -7% | 709k | 29.34 |
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Visa Com Cl A (V) | 0.7 | $20M | 63k | 316.04 |
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Intel Corporation (INTC) | 0.6 | $18M | +34% | 913k | 20.05 |
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Southern Company (SO) | 0.6 | $18M | +8% | 212k | 82.32 |
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Honeywell International (HON) | 0.6 | $17M | +735% | 76k | 225.89 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $17M | 48k | 351.79 |
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Te Connectivity Ord Shs (TEL) | 0.5 | $16M | -8% | 115k | 142.97 |
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Blackstone Group Inc Com Cl A (BX) | 0.5 | $16M | -2% | 94k | 172.42 |
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Kroger (KR) | 0.5 | $16M | 263k | 61.15 |
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Eaton Corp SHS (ETN) | 0.5 | $16M | 48k | 331.87 |
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Timken Company (TKR) | 0.5 | $16M | NEW | 218k | 71.37 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $14M | +6% | 24k | 588.69 |
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Adobe Systems Incorporated (ADBE) | 0.4 | $14M | +82% | 31k | 444.68 |
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Shell Spon Ads (SHEL) | 0.4 | $13M | -2% | 211k | 62.65 |
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Emerson Electric (EMR) | 0.4 | $13M | -9% | 106k | 123.93 |
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Realty Income (O) | 0.4 | $13M | 239k | 53.41 |
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Molina Healthcare (MOH) | 0.4 | $13M | 43k | 291.05 |
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Quest Diagnostics Incorporated (DGX) | 0.4 | $11M | -14% | 74k | 150.86 |
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Becton, Dickinson and (BDX) | 0.4 | $11M | 49k | 226.87 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $11M | 155k | 70.28 |
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Exxon Mobil Corporation (XOM) | 0.3 | $11M | +4% | 99k | 107.57 |
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Bank of America Corporation (BAC) | 0.3 | $11M | -11% | 242k | 43.95 |
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Ecolab (ECL) | 0.3 | $9.9M | -2% | 42k | 234.97 |
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Ishares Tr Esg Scrnd S&p500 (XVV) | 0.3 | $9.2M | 203k | 45.30 |
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Broadcom (AVGO) | 0.3 | $8.3M | 36k | 231.84 |
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Starbucks Corporation (SBUX) | 0.3 | $8.1M | -3% | 89k | 91.25 |
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Lamb Weston Hldgs (LW) | 0.2 | $7.6M | -5% | 114k | 66.83 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $7.6M | +11% | 159k | 47.82 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $7.4M | 34k | 220.96 |
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Morgan Stanley Com New (MS) | 0.2 | $7.4M | 59k | 125.72 |
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Blackbaud (BLKB) | 0.2 | $7.1M | -23% | 96k | 73.92 |
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NVIDIA Corporation (NVDA) | 0.2 | $6.2M | 47k | 134.29 |
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Brookfield Renewable Corp Cl A Ex Sub Vtg | 0.2 | $6.2M | NEW | 223k | 27.66 |
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Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $6.1M | 49k | 124.96 |
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Meta Platforms Cl A (META) | 0.2 | $6.0M | -3% | 10k | 585.50 |
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Hologic (HOLX) | 0.2 | $5.9M | 82k | 72.09 |
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Grocery Outlet Hldg Corp (GO) | 0.2 | $5.7M | -40% | 365k | 15.61 |
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Union Pacific Corporation (UNP) | 0.2 | $5.5M | -2% | 24k | 228.04 |
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Medtronic SHS (MDT) | 0.2 | $5.4M | +55% | 67k | 80.58 |
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Spdr Gold Tr Gold Shs (GLD) | 0.2 | $5.4M | 22k | 242.13 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $5.2M | +2% | 9.6k | 538.80 |
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Alphabet Cap Stk Cl C (GOOG) | 0.2 | $5.0M | 26k | 190.44 |
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $4.9M | -25% | 77k | 63.47 |
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Fiserv (FI) | 0.2 | $4.7M | 23k | 205.42 |
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Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $4.5M | -7% | 50k | 90.93 |
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Unilever Spon Adr New (UL) | 0.1 | $4.5M | -14% | 79k | 56.70 |
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Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $4.4M | -32% | 155k | 28.15 |
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Warner Bros Discovery Com Ser A (WBD) | 0.1 | $4.3M | -32% | 407k | 10.57 |
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Thermo Fisher Scientific (TMO) | 0.1 | $4.3M | 8.2k | 520.62 |
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Waste Management (WM) | 0.1 | $4.2M | +7% | 21k | 201.79 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $4.2M | +7% | 95k | 44.04 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $4.2M | 54k | 77.27 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $4.1M | 25k | 161.77 |
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UnitedHealth (UNH) | 0.1 | $4.1M | 8.0k | 505.86 |
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Nextracker Class A Com (NXT) | 0.1 | $4.0M | -6% | 110k | 36.53 |
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3M Company (MMM) | 0.1 | $3.9M | -26% | 30k | 129.09 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $3.8M | -15% | 47k | 81.98 |
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Marsh & McLennan Companies (MMC) | 0.1 | $3.7M | 17k | 212.41 |
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Ishares Tr National Mun Etf (MUB) | 0.1 | $3.5M | 33k | 106.55 |
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Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $3.4M | +5% | 66k | 51.51 |
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Eli Lilly & Co. (LLY) | 0.1 | $3.4M | 4.4k | 772.00 |
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CVS Caremark Corporation (CVS) | 0.1 | $3.3M | -24% | 74k | 44.89 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $3.2M | 25k | 126.75 |
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $3.1M | -21% | 27k | 115.55 |
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Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $3.1M | +19% | 29k | 105.48 |
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Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $3.0M | 142k | 21.06 |
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Columbia Sportswear Company (COLM) | 0.1 | $2.9M | -28% | 35k | 83.93 |
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Caterpillar (CAT) | 0.1 | $2.8M | -4% | 7.8k | 362.76 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $2.8M | 26k | 108.61 |
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Abbvie (ABBV) | 0.1 | $2.7M | 15k | 177.70 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.4M | 6.1k | 401.55 |
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Ishares Msci Jpn Etf New (EWJ) | 0.1 | $2.4M | 35k | 67.10 |
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Phillips 66 (PSX) | 0.1 | $2.3M | 21k | 113.93 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.3M | -9% | 4.6k | 511.27 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.3M | 12k | 195.83 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $2.2M | -4% | 23k | 96.90 |
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Imax Corp Cad (IMAX) | 0.1 | $2.2M | -59% | 87k | 25.60 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $2.2M | +7% | 43k | 51.70 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $2.1M | -2% | 3.6k | 571.64 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.1M | -33% | 11k | 185.13 |
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Tesla Motors (TSLA) | 0.1 | $2.0M | -16% | 5.0k | 403.84 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $2.0M | 12k | 169.30 |
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Ishares Tr Esg Aware Msci (ESML) | 0.1 | $2.0M | -12% | 47k | 42.05 |
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International Business Machines (IBM) | 0.1 | $1.9M | 8.6k | 219.84 |
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Hp (HPQ) | 0.1 | $1.8M | 56k | 32.92 |
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Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $1.7M | 13k | 135.37 |
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Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.7M | 12k | 139.35 |
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Stryker Corporation (SYK) | 0.1 | $1.6M | 4.6k | 360.89 |
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Teleflex Incorporated (TFX) | 0.1 | $1.6M | NEW | 8.9k | 177.98 |
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Pepsi (PEP) | 0.1 | $1.6M | -5% | 10k | 153.41 |
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Gitlab Class A Com (GTLB) | 0.1 | $1.5M | 27k | 56.35 |
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Amphenol Corp Cl A (APH) | 0.1 | $1.5M | 22k | 69.61 |
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Fastenal Company (FAST) | 0.0 | $1.5M | 21k | 71.91 |
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Valero Energy Corporation (VLO) | 0.0 | $1.5M | 12k | 122.59 |
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Crown Castle Intl (CCI) | 0.0 | $1.5M | +154% | 16k | 90.76 |
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McDonald's Corporation (MCD) | 0.0 | $1.4M | 4.7k | 289.89 |
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Nextera Energy (NEE) | 0.0 | $1.4M | -15% | 19k | 71.69 |
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Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.3M | 5.6k | 232.52 |
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Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.3M | 15k | 85.66 |
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Abbott Laboratories (ABT) | 0.0 | $1.2M | 10k | 113.11 |
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Canadian Pacific Kansas City (CP) | 0.0 | $1.1M | 15k | 72.50 |
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Palo Alto Networks (PANW) | 0.0 | $1.1M | +101% | 6.0k | 181.96 |
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Palantir Technologies Cl A (PLTR) | 0.0 | $1.1M | -13% | 14k | 75.63 |
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Gilead Sciences (GILD) | 0.0 | $1.0M | -33% | 11k | 92.37 |
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Alaska Air (ALK) | 0.0 | $1.0M | -10% | 16k | 64.75 |
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Magna Intl Inc cl a (MGA) | 0.0 | $1.0M | -43% | 25k | 41.79 |
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PPG Industries (PPG) | 0.0 | $1.0M | +21% | 8.6k | 119.45 |
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Waters Corporation (WAT) | 0.0 | $1.0M | 2.8k | 370.98 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $996k | 5.7k | 175.24 |
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Ishares Tr Msci Uk Etf New (EWU) | 0.0 | $992k | -9% | 29k | 33.90 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $983k | -10% | 6.0k | 164.17 |
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Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $975k | 8.3k | 117.50 |
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Ventas (VTR) | 0.0 | $967k | -13% | 16k | 59.34 |
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Oracle Corporation (ORCL) | 0.0 | $961k | 5.8k | 166.64 |
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Servicenow (NOW) | 0.0 | $959k | 905.00 | 1060.12 |
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Novartis Sponsored Adr (NVS) | 0.0 | $922k | 9.5k | 97.31 |
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $918k | -63% | 3.4k | 266.72 |
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Target Corporation (TGT) | 0.0 | $910k | 6.7k | 135.18 |
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AFLAC Incorporated (AFL) | 0.0 | $899k | 8.7k | 103.44 |
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Tyson Foods Cl A (TSN) | 0.0 | $885k | 15k | 57.44 |
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Wells Fargo & Company (WFC) | 0.0 | $880k | -30% | 13k | 70.24 |
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Ishares Msci Taiwan Etf (EWT) | 0.0 | $850k | 16k | 51.76 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $846k | 14k | 62.31 |
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Ishares Msci Eurzone Etf (EZU) | 0.0 | $836k | 18k | 47.20 |
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Lockheed Martin Corporation (LMT) | 0.0 | $831k | 1.7k | 485.94 |
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Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $809k | -3% | 11k | 74.73 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $796k | 3.3k | 240.28 |
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Intercontinental Exchange (ICE) | 0.0 | $784k | -4% | 5.3k | 149.01 |
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Mccormick & Co Com Non Vtg (MKC) | 0.0 | $767k | 10k | 76.69 |
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Vanguard World Inf Tech Etf (VGT) | 0.0 | $763k | -4% | 1.2k | 621.83 |
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Tcw Etf Trust Transform System (NETZ) | 0.0 | $733k | +3% | 10k | 72.57 |
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Boeing Company (BA) | 0.0 | $732k | 4.1k | 177.02 |
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Automatic Data Processing (ADP) | 0.0 | $696k | 2.4k | 294.27 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $694k | 3.5k | 198.18 |
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Ameriprise Financial (AMP) | 0.0 | $676k | 1.3k | 532.43 |
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Dutch Bros Cl A (BROS) | 0.0 | $642k | +40% | 12k | 52.38 |
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Cme (CME) | 0.0 | $640k | 2.7k | 238.03 |
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Radius Recycling Cl A (RDUS) | 0.0 | $623k | 41k | 15.22 |
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Mastercard Incorporated Cl A (MA) | 0.0 | $621k | 1.2k | 526.57 |
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Lam Research Corp Com New (LRCX) | 0.0 | $600k | NEW | 8.3k | 72.46 |
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Ge Aerospace Com New (GE) | 0.0 | $590k | 3.5k | 167.09 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $589k | 2.2k | 269.70 |
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Primerica (PRI) | 0.0 | $588k | 2.2k | 271.42 |
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Portland Gen Elec Com New (POR) | 0.0 | $573k | 13k | 44.12 |
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Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $572k | 5.6k | 102.09 |
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Micron Technology (MU) | 0.0 | $563k | 6.7k | 84.28 |
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PNC Financial Services (PNC) | 0.0 | $560k | 2.9k | 192.85 |
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Mondelez Intl Cl A (MDLZ) | 0.0 | $557k | -2% | 9.3k | 60.20 |
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Norfolk Southern (NSC) | 0.0 | $555k | 2.4k | 234.70 |
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Zoetis Cl A (ZTS) | 0.0 | $539k | 3.3k | 162.93 |
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At&t (T) | 0.0 | $516k | -14% | 23k | 22.77 |
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Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $508k | -20% | 8.4k | 60.75 |
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Comcast Corp Cl A (CMCSA) | 0.0 | $499k | 13k | 37.53 |
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Solventum Corp Com Shs (SOLV) | 0.0 | $495k | -5% | 7.5k | 66.06 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $473k | +2% | 3.7k | 127.57 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $456k | +100% | 25k | 18.50 |
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Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $449k | 7.0k | 63.75 |
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CSX Corporation (CSX) | 0.0 | $447k | 14k | 32.27 |
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Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $443k | 4.8k | 92.59 |
|
|
Packaging Corporation of America (PKG) | 0.0 | $435k | 1.9k | 226.41 |
|
|
TJX Companies (TJX) | 0.0 | $430k | -3% | 3.6k | 120.81 |
|
Citigroup Com New (C) | 0.0 | $414k | -38% | 5.9k | 70.39 |
|
Smartsheet Com Cl A (SMAR) | 0.0 | $414k | -4% | 7.4k | 56.03 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $408k | 1.5k | 264.13 |
|
|
Booking Holdings (BKNG) | 0.0 | $398k | -17% | 80.00 | 4968.43 |
|
Bristol Myers Squibb (BMY) | 0.0 | $391k | 6.9k | 56.56 |
|
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $387k | 2.0k | 198.09 |
|
|
Washington Federal (WAFD) | 0.0 | $379k | 12k | 32.24 |
|
|
Ishares Msci Pac Jp Etf (EPP) | 0.0 | $375k | 8.6k | 43.81 |
|
|
Public Service Enterprise (PEG) | 0.0 | $362k | 4.3k | 84.49 |
|
|
Texas Instruments Incorporated (TXN) | 0.0 | $346k | 1.8k | 187.51 |
|
|
Paccar (PCAR) | 0.0 | $342k | 3.2k | 107.02 |
|
|
Coca-Cola Company (KO) | 0.0 | $337k | -53% | 5.4k | 62.26 |
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $336k | -9% | 2.6k | 129.34 |
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $333k | +6% | 5.7k | 58.93 |
|
International Paper Company (IP) | 0.0 | $329k | -10% | 6.1k | 53.82 |
|
Philip Morris International (PM) | 0.0 | $323k | 2.7k | 121.71 |
|
|
Intuitive Surgical Com New (ISRG) | 0.0 | $309k | +4% | 591.00 | 521.96 |
|
Parker-Hannifin Corporation (PH) | 0.0 | $307k | +3% | 482.00 | 636.03 |
|
Danaher Corporation (DHR) | 0.0 | $306k | 1.3k | 229.82 |
|
|
Prologis (PLD) | 0.0 | $301k | 2.8k | 105.70 |
|
|
C H Robinson Worldwide Com New (CHRW) | 0.0 | $293k | 2.8k | 103.94 |
|
|
General Mills (GIS) | 0.0 | $283k | 4.4k | 63.77 |
|
|
Keysight Technologies (KEYS) | 0.0 | $275k | -5% | 1.7k | 160.63 |
|
FedEx Corporation (FDX) | 0.0 | $272k | 961.00 | 282.71 |
|
|
American Healthcare Reit Com Shs (AHR) | 0.0 | $269k | 9.4k | 28.67 |
|
|
Netflix (NFLX) | 0.0 | $268k | 301.00 | 891.32 |
|
|
Paychex (PAYX) | 0.0 | $268k | 1.9k | 140.22 |
|
|
Ge Vernova (GEV) | 0.0 | $268k | 813.00 | 329.18 |
|
|
Sherwin-Williams Company (SHW) | 0.0 | $268k | 787.00 | 339.93 |
|
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $265k | 2.0k | 132.10 |
|
|
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $261k | 1.4k | 184.51 |
|
|
Progressive Corporation (PGR) | 0.0 | $256k | 1.1k | 239.61 |
|
|
American Electric Power Company (AEP) | 0.0 | $252k | -2% | 2.7k | 92.23 |
|
Analog Devices (ADI) | 0.0 | $252k | +2% | 1.2k | 212.46 |
|
American Express Company (AXP) | 0.0 | $251k | -81% | 845.00 | 296.79 |
|
Boston Scientific Corporation (BSX) | 0.0 | $240k | 2.7k | 89.32 |
|
|
Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $239k | 1.1k | 215.49 |
|
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $236k | -13% | 2.3k | 101.53 |
|
Ishares Tr Europe Etf (IEV) | 0.0 | $234k | 4.5k | 52.06 |
|
|
Hess (HES) | 0.0 | $233k | -16% | 1.8k | 133.01 |
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $232k | 1.3k | 178.08 |
|
|
ConocoPhillips (COP) | 0.0 | $231k | 2.3k | 99.17 |
|
|
Altria (MO) | 0.0 | $220k | 4.1k | 53.30 |
|
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $215k | +99% | 8.3k | 25.86 |
|
Illinois Tool Works (ITW) | 0.0 | $210k | 823.00 | 255.01 |
|
|
Kkr & Co (KKR) | 0.0 | $210k | NEW | 1.4k | 147.91 |
|
Corning Incorporated (GLW) | 0.0 | $209k | NEW | 4.4k | 47.52 |
|
Autodesk (ADSK) | 0.0 | $206k | NEW | 697.00 | 295.57 |
|
State Street Corporation (STT) | 0.0 | $206k | NEW | 2.1k | 98.15 |
|
Doordash Cl A (DASH) | 0.0 | $201k | NEW | 1.2k | 167.75 |
|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $201k | NEW | 8.8k | 22.70 |
|
Ford Motor Company (F) | 0.0 | $195k | -2% | 20k | 9.90 |
|
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $156k | -12% | 19k | 8.28 |
|
Tmc The Metals Company (TMC) | 0.0 | $99k | 88k | 1.12 |
|
|
Trinity Biotech Spons Adr New (TRIB) | 0.0 | $16k | 18k | 0.88 |
|
|
Oatly Group Ab Sponsored Ads (OTLY) | 0.0 | $8.3k | NEW | 13k | 0.66 |
|
Past Filings by Becker Capital Management
SEC 13F filings are viewable for Becker Capital Management going back to 2011
- Becker Capital Management 2024 Q4 filed Feb. 14, 2025
- Becker Capital Management 2024 Q3 filed Nov. 8, 2024
- Becker Capital Management 2024 Q2 filed Aug. 13, 2024
- Becker Capital Management 2024 Q1 filed May 15, 2024
- Becker Capital Management 2023 Q4 filed Feb. 14, 2024
- Becker Capital Management 2023 Q3 filed Nov. 14, 2023
- Becker Capital Management 2023 Q2 filed Aug. 14, 2023
- Becker Capital Management 2023 Q1 filed May 15, 2023
- Becker Capital Management 2022 Q4 filed Feb. 13, 2023
- Becker Capital Management 2022 Q3 filed Nov. 14, 2022
- Becker Capital Management 2022 Q2 filed Aug. 4, 2022
- Becker Capital Management 2022 Q1 filed May 12, 2022
- Becker Capital Management 2021 Q4 filed Feb. 8, 2022
- Becker Capital Management 2021 Q3 filed Oct. 14, 2021
- Becker Capital Management 2021 Q2 filed Aug. 12, 2021
- Becker Capital Management 2021 Q1 filed May 13, 2021