§ 13F · FUND PROFILE
BECKER CAPITAL MANAGEMENT INC.
AUM · $3.7B (13F)Positions · 303Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$24M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 635K | $184M | 4.9% | +4% |
| 2 | VUG | VANGUARD INDEX FDS | 1.66M | $143M | 3.8% | +519% |
| 3 | MSFT | MICROSOFT CORP | 379K | $142M | 3.8% | +6% |
| 4 | JPM | JPMORGAN CHASE & CO | 347K | $114M | 3.1% | −1% |
| 5 | EFA | ISHARES TR | 929K | $97M | 2.6% | +4% |
| 6 | VTI | VANGUARD INDEX FDS | 260K | $96M | 2.6% | −5% |
| 7 | FLEX | FLEX LTD | 531K | $86M | 2.3% | −5% |
| 8 | GOOGL | ALPHABET INC | 238K | $85M | 2.3% | −2% |
| 9 | GS | GOLDMAN SACHS GROUP INC | 78K | $79M | 2.1% | −5% |
| 10 | EMBJ | EMBRAER S.A. | 1.22M | $78M | 2.1% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BECKER SIGNAL
AC read
BECKER CAPITAL MANAGEMENT INC is a Other fund managing $3.7 billion in assets. The fund runs a broad portfolio of 303 positions.
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