Becker Capital Management Inc Top Holdings and 13F Report (2026) About Becker Capital Management IncInvestment ActivityBecker Capital Management Inc has $3.69 billion in total holdings as of September 30, 2026.Becker Capital Management Inc owns shares of 306 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 2.00% of the portfolio was purchased this quarter.About 4.37% of the portfolio was sold this quarter.This quarter, Becker Capital Management Inc has purchased 303 new stocks and bought additional shares in 56 stocks.Becker Capital Management Inc sold shares of 154 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $211,064,912Microsoft $187,575,880Vanguard Growth ETF $154,130,315JPMorgan Chase & Co. $111,221,923iShares MSCI EAFE ETF $100,505,184 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $14,081,131 HoldingH01301128 - Alcon $1,098,808 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $247,200 Holding921910873 - Vanguard Mega Cap ETF $245,686 Holding921910816 - Vanguard Mega Cap Growth ETF $238,111 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 86,520 shares (about $14.08M)Vanguard S&P 500 ETF 13,231 shares (about $9.27M)HONEYWELL AEROSPACE INC 41,534 shares (about $6.44M)LAM RESEARCH CORP 17,471 shares (about $5.75M)Vanguard Growth ETF 50,933 shares (about $4.59M) Largest Sales this Quarter Vanguard Total Stock Market ETF 34,157 shares (about $12.78M)Microsoft 13,676 shares (about $7.01M)Meta Platforms 7,965 shares (about $5.78M)Grocery Outlet 486,446 shares (about $5.47M)Cisco Systems 46,859 shares (about $5.04M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBecker Capital Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$211,064,912$417,940 ▼-0.2%633,7905.7%TechnologyMSFTMicrosoft$187,575,880$7,014,426 ▼-3.6%365,7165.1%TechnologyVUGVanguard Growth ETF$154,130,315$4,589,574 ▲3.1%1,710,4684.2%ETFJPMJPMorgan Chase & Co.$111,221,923$3,680,479 ▼-3.2%336,1913.0%FinanceEFAiShares MSCI EAFE ETF$100,505,184$3,946,263 ▲4.1%967,4192.7%ETFEMBRAER S.A.$88,207,814$3,970,665 ▼-4.3%1,164,9702.4%SPONSORED ADSVTIVanguard Total Stock Market ETF$84,601,590$12,782,938 ▼-13.1%226,0622.3%ETFGOOGLAlphabet$80,983,800$960,328 ▼-1.2%235,3632.2%Communication ServicesAMZNAmazon.com$77,828,481$3,925,358 ▲5.3%312,3762.1%Consumer DiscretionaryNVDANVIDIA$75,896,869$3,023,199 ▼-3.8%331,9612.1%TechnologySCHWCharles Schwab$69,683,667$2,419,262 ▼-3.4%712,9491.9%FinanceGSThe Goldman Sachs Group$66,526,379$3,364,629 ▼-4.8%73,8891.8%FinanceJNJJohnson & Johnson$63,204,022$1,956,958 ▼-3.0%238,7401.7%HealthcareCSCOCisco Systems$61,582,083$5,043,431 ▼-7.6%572,1651.7%TechnologyMCKMcKesson$61,413,417$647,042 ▼-1.0%71,8501.7%HealthcareWALMART INC$61,084,652$1,303,364 ▼-2.1%587,8051.7%COMSPYSPDR S&P 500 ETF Trust$60,242,482$1,166,654 ▼-1.9%78,7981.6%ETFRTXRTX$59,848,515$2,602,812 ▼-4.2%322,3731.6%IndustrialsFLEXFlex$55,635,252$2,761,519 ▼-4.7%505,8211.5%TechnologyQCOMQualcomm$51,736,754$821,002 ▼-1.6%281,1171.4%TechnologyCVXChevron$50,839,797$1,208,108 ▼-2.3%248,9581.4%EnergyBLACKROCK INC$49,781,826$1,305,926 ▼-2.6%47,0401.3%COMNEMNewmont$46,830,949$4,001,031 ▼-7.9%406,0251.3%MaterialsCIENCiena$42,786,590$1,898,421 ▼-4.2%121,6151.2%TechnologyIJRiShares Core S&P Small-Cap ETF$41,448,676$4,147,724 ▼-9.1%304,6801.1%ETFALLAllstate$39,202,948$1,419,907 ▼-3.5%175,8451.1%FinanceMRKMerck & Co., Inc.$37,949,534$1,253,438 ▼-3.2%259,6501.0%HealthcareBRK.BBerkshire Hathaway$36,874,194$872,906 ▼-2.3%74,0521.0%FinanceINTCIntel$35,572,654$2,699,882 ▼-7.1%295,8721.0%TechnologyAMGNAmgen$35,319,297$545,014 ▼-1.5%83,7921.0%HealthcareFEFirstEnergy$34,371,786$1,227,972 ▼-3.4%793,2560.9%UtilitiesSAPSAP$34,173,417$2,225,941 ▼-6.1%163,9170.9%TechnologyVOOVanguard S&P 500 ETF$29,439,956$9,273,183 ▲46.0%42,0050.8%ETFIEFAiShares Core MSCI EAFE ETF$28,816,763$3,660,708 ▲14.6%297,4480.8%ETFKMIKinder Morgan$28,745,433$1,418,889 ▼-4.7%953,4140.8%EnergySYYSysco$28,605,240$2,416,370 ▼-7.8%366,9220.8%Consumer StaplesVNQVanguard Real Estate ETF$28,232,837$1,220,851 ▲4.5%314,9930.8%ETFHDHome Depot$28,135,259$3,323,418 ▲13.4%98,8970.8%Consumer DiscretionaryAPDAir Products and Chemicals$28,087,793$1,807,655 ▼-6.0%100,9520.8%MaterialsPGProcter & Gamble$27,855,255$926,886 ▼-3.2%191,7350.8%Consumer StaplesAZNCFAstraZeneca$27,617,668$883,725 ▼-3.1%171,0390.7%HealthcareLLYEli Lilly and Company$27,606,772$1,019,387 ▼-3.6%23,8590.7%HealthcareUNPUnion Pacific$27,502,960$367,102 ▼-1.3%101,0660.7%IndustrialsBRKRBruker$27,085,598$547,561 ▲2.1%417,9870.7%HealthcareBKRBaker Hughes$27,051,291$1,302,117 ▼-4.6%492,7380.7%EnergyUSBU.S. Bancorp$26,734,752$1,418,706 ▼-5.0%458,5610.7%FinanceCBChubb$26,673,408$528,248 ▼-1.9%81,7500.7%FinanceNOWServiceNow$25,893,145$1,008,827 ▼-3.8%193,2180.7%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$25,508,861$991,776 ▼-3.7%314,3030.7%ETFETNEaton$25,155,224$1,198,032 ▼-4.5%58,5400.7%IndustrialsVVisa$24,390,053$805,983 ▼-3.2%67,8760.7%FinanceCOSTCostco Wholesale$23,450,667$61,904 ▼-0.3%25,7600.6%Consumer StaplesMEOHMethanex$23,274,282$1,406,394 ▼-5.7%396,6110.6%MaterialsGDGeneral Dynamics$22,950,027$4,383,806 ▼-16.0%69,1620.6%IndustrialsVZVerizon Communications$22,146,709$915,473 ▼-4.0%482,8150.6%Communication ServicesDISWalt Disney$21,958,403$1,723,612 ▼-7.3%209,3270.6%Communication ServicesAZOAutoZone$20,684,617$571,664 ▼-2.7%7,3090.6%Consumer DiscretionaryCARRCarrier Global$20,459,115$2,314,929 ▼-10.2%372,9330.6%IndustrialsCRMSalesforce$20,295,085$446,903 ▼-2.2%88,2370.5%TechnologyGOGrocery Outlet$19,971,417$5,472,518 ▼-21.5%1,775,2370.5%Consumer StaplesPHGKoninklijke Philips$19,840,117$1,140,050 ▼-5.4%812,1210.5%HealthcareIVViShares Core S&P 500 ETF$19,255,618$324,718 ▲1.7%25,1430.5%ETFSOSouthern$19,166,324$810,581 ▼-4.1%231,2260.5%UtilitiesTE CONNECTIVITY PLC$18,706,121$542,898 ▼-2.8%88,6210.5%ORD SHSTKRTimken$18,517,134$2,055,501 ▼-10.0%158,6050.5%IndustrialsMETAMeta Platforms$17,977,564$5,776,172 ▼-24.3%24,7900.5%Communication ServicesSHELShell$17,209,598$446,166 ▼-2.5%181,0580.5%EnergyBACBank of America$16,614,329$443,931 ▼-2.6%305,2420.4%FinanceTRUTransUnion$15,866,386$249,064 ▼-1.5%259,5940.4%IndustrialsXVViShares ESG Select Screened S&P 500 ETF$15,229,651$324,148 ▲2.2%261,2290.4%ETFEXXONMOBIL HOLDINGS CORP$14,081,131$14,081,131 ▲New Holding86,5200.4%COM SHSKRKroger$13,801,904$185,298 ▼-1.3%235,4470.4%Consumer StaplesDGXQuest Diagnostics$13,674,450$523,242 ▼-3.7%58,6710.4%HealthcareHONEYWELL AEROSPACE INC$13,504,551$6,436,524 ▲91.1%87,1430.4%COMVEAVanguard FTSE Developed Markets ETF$13,058,705$204,699 ▲1.6%184,9410.4%ETFPFEPfizer$12,978,939$416,107 ▼-3.1%455,0820.4%HealthcareAVGOBroadcom$12,935,733$669,017 ▲5.5%36,8340.4%TechnologySNYSanofi$12,336,759$1,948,159 ▼-13.6%299,2180.3%HealthcareIWMiShares Russell 2000 ETF$10,802,361$34,458 ▼-0.3%38,8730.3%ETFBROOKFIELD RENEWABLE CORP$10,521,432$1,857,723 ▲21.4%372,8360.3%CL A EX SUB VTGMSMorgan Stanley$10,483,204$3,762 ▼0.0%55,7380.3%FinanceSHYiShares 1-3 Year Treasury Bond ETF$9,845,282$290,616 ▲3.0%121,2470.3%ETFISTBiShares Core 1-5 Year USD Bond ETF$9,488,7930.0%200,8210.3%ETFECLEcolab$9,477,842$110,675 ▼-1.2%34,4260.3%MaterialsBXBlackstone$9,423,071$475,598 ▼-4.8%84,0670.3%FinanceIEIiShares 3-7 Year Treasury Bond ETF$8,893,165$325,801 ▲3.8%78,3950.2%ETFGOOGAlphabet$8,848,134$44,978 ▲0.5%25,9670.2%Communication ServicesGLDSPDR Gold Shares$8,834,727$375,508 ▲4.4%23,1980.2%ETFBDXBecton, Dickinson and Company$8,658,230$45,645 ▼-0.5%48,3700.2%HealthcareIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$8,411,669$412,719 ▲5.2%167,0640.2%ETFLAM RESEARCH CORP$8,134,061$5,745,075 ▲240.5%24,7360.2%COM NEWMUMicron Technology$7,986,195$1,224,877 ▲18.1%7,4980.2%TechnologyALKAlaska Air Group$7,740,774$1,366,033 ▲21.4%200,0200.2%IndustrialsHONEYWELL INTL INC$7,530,453$2,353,636 ▼-23.8%35,7000.2%COMWMWaste Management$6,855,791$672,936 ▲10.9%33,6200.2%IndustrialsEMREmerson Electric$6,837,274$3,780,873 ▼-35.6%44,0830.2%IndustrialsIJJiShares S&P Mid-Cap 400 Value ETF$6,702,2080.0%48,6690.2%ETFVWOVanguard FTSE Emerging Markets ETF$6,662,607$292,280 ▲4.6%112,3350.2%ETFORealty Income$5,635,769$755,545 ▼-11.8%103,6980.2%Real EstateNKENIKE$5,556,397$794,174 ▼-12.5%155,5100.2%Consumer DiscretionaryShowing largest 100 holdings. 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