Becker Capital Management Inc Top Holdings and 13F Report (2026) About Becker Capital Management IncInvestment ActivityBecker Capital Management Inc has $3.40 billion in total holdings as of March 31, 2026.Becker Capital Management Inc owns shares of 298 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 4.53% of the portfolio was purchased this quarter.About 6.11% of the portfolio was sold this quarter.This quarter, Becker Capital Management Inc has purchased 301 new stocks and bought additional shares in 77 stocks.Becker Capital Management Inc sold shares of 172 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apple $155,556,647Microsoft $132,854,117Vanguard Growth ETF $117,054,249JPMorgan Chase & Co. $102,979,115Vanguard Total Stock Market ETF $88,216,465 Largest New Holdings this Quarter G0593M107 - AstraZeneca $34,890,980 Holding46432F859 - iShares Core 1-5 Year USD Bond ETF $9,731,786 Holding89400J107 - TransUnion $899,816 Holding464288570 - iShares ESG MSCI KLD 400 ETF $449,494 Holding451107106 - IDACORP $357,997 Holding Largest Purchases this Quarter AstraZeneca 176,914 shares (about $34.89M)Union Pacific 73,702 shares (about $17.88M)Grocery Outlet 1,594,581 shares (about $11.24M)ServiceNow 98,823 shares (about $10.33M)iShares Core 1-5 Year USD Bond ETF 200,821 shares (about $9.73M) Largest Sales this Quarter Ciena 58,755 shares (about $22.81M)Newmont 91,839 shares (about $9.94M)iShares Core S&P Small-Cap ETF 59,726 shares (about $7.42M)Salesforce 39,365 shares (about $7.35M)PayPal 162,315 shares (about $7.34M) 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$155,556,647$1,174,033 â–¼-0.7%612,9344.6%Computer and TechnologyMSFTMicrosoft$132,854,117$3,563,259 â–²2.8%358,9003.9%Computer and TechnologyVUGVanguard Growth ETF$117,054,249$4,699,869 â–²4.2%267,9873.4%ETFJPMJPMorgan Chase & Co.$102,979,115$1,922,039 â–¼-1.8%350,0793.0%FinanceVTIVanguard Total Stock Market ETF$88,216,465$1,649,607 â–²1.9%274,9802.6%ETFEFAiShares MSCI EAFE ETF$87,161,398$7,360,029 â–²9.2%897,3682.6%FinanceWALMART INC$75,332,973$2,586,305 â–¼-3.3%604,9522.2%COMEMBRAER S.A.$73,780,211$5,561,226 â–¼-7.0%1,243,3472.2%SPONSORED ADSGOOGLAlphabet$70,067,794$2,973,661 â–²4.4%243,6632.1%Computer and TechnologyGSThe Goldman Sachs Group$68,927,579$1,891,625 â–¼-2.7%81,4762.0%FinanceSCHWCharles Schwab$68,510,887$615,663 â–¼-0.9%728,9942.0%FinanceRTXRTX$65,331,741$5,721,991 â–¼-8.1%338,6821.9%AerospaceMCKMcKesson$63,390,541$4,671,310 â–¼-6.9%73,1841.9%MedicalJNJJohnson & Johnson$60,542,336$2,538,751 â–¼-4.0%247,6781.8%MedicalNVDANVIDIA$60,045,572$2,911,603 â–²5.1%344,2781.8%Computer and TechnologyAMZNAmazon.com$55,634,333$1,192,762 â–¼-2.1%267,1261.6%Retail/WholesaleCIENCiena$55,000,156$22,810,454 â–¼-29.3%141,6691.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$53,141,840$826,255 â–¼-1.5%81,4891.6%FinanceCVXChevron$52,423,373$339,730 â–²0.7%253,3751.5%EnergyCSCOCisco Systems$50,634,743$1,115,976 â–¼-2.2%652,5941.5%Computer and TechnologyNEMNewmont$50,571,718$9,941,577 â–¼-16.4%467,1751.5%Basic MaterialsBLACKROCK INC$46,579,339$467,390 â–¼-1.0%48,4341.4%COMIJRiShares Core S&P Small-Cap ETF$45,456,770$7,424,532 â–¼-14.0%365,6731.3%ETFFEFirstEnergy$41,611,216$638,975 â–²1.6%821,3821.2%UtilitiesQCOMQualcomm$38,644,804$3,420,782 â–²9.7%300,0841.1%Computer and TechnologyALLAllstate$38,435,153$807,303 â–¼-2.1%184,3911.1%FinanceFLEXFlex$36,565,826$1,144,568 â–¼-3.0%558,5981.1%Computer and TechnologyAZNCFAstraZeneca$34,890,980$34,890,980 â–²New Holding176,9141.0%MedicalBKRBaker Hughes$34,205,138$3,431,924 â–¼-9.1%560,2811.0%EnergyKMIKinder Morgan$33,004,049$1,122,216 â–¼-3.3%984,3141.0%EnergyMRKMerck & Co., Inc.$32,841,144$1,738,459 â–¼-5.0%271,1041.0%MedicalAPDAir Products and Chemicals$31,800,145$1,847,802 â–¼-5.5%109,4710.9%Basic MaterialsSYYSysco$30,800,936$1,240,928 â–¼-3.9%431,8090.9%Consumer StaplesAMGNAmgen$30,144,660$504,551 â–¼-1.6%85,6750.9%MedicalBRK.BBerkshire Hathaway$30,129,221$1,105,514 â–¼-3.5%62,8740.9%FinanceSAPSAP$29,679,939$224,114 â–²0.8%173,3540.9%Computer and TechnologyGDGeneral Dynamics$28,494,811$117,381 â–¼-0.4%83,0220.8%AerospacePGProcter & Gamble$28,454,530$506,407 â–¼-1.7%196,9990.8%Consumer StaplesHDHome Depot$28,058,323$122,676 â–¼-0.4%85,3120.8%Retail/WholesaleMEOHMethanex$27,737,484$2,378,980 â–¼-7.9%465,8630.8%Basic MaterialsCBChubb$27,571,903$427,583 â–¼-1.5%84,3440.8%FinanceVNQVanguard Real Estate ETF$26,921,618$565,197 â–²2.1%303,5130.8%ETFUSBU.S. Bancorp$26,354,592$1,412,928 â–¼-5.1%501,7140.8%FinanceVZVerizon Communications$26,334,105$1,670,354 â–¼-6.0%524,5840.8%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$25,914,258$2,578,934 â–¼-9.1%371,5310.8%ETFCOSTCostco Wholesale$25,843,449$147,472 â–¼-0.6%25,9360.8%Retail/WholesaleAZOAutoZone$25,286,062$716,089 â–¼-2.8%7,4860.7%Retail/WholesaleSNYSanofi$23,916,263$330,611 â–¼-1.4%496,3940.7%MedicalPHGKoninklijke Philips$23,668,367$1,404,442 â–¼-5.6%863,8090.7%MedicalCARRCarrier Global$23,473,351$1,004,965 â–¼-4.1%416,8590.7%ConstructionINTCIntel$23,419,734$6,970,771 â–¼-22.9%530,6990.7%Computer and TechnologyUNPUnion Pacific$23,332,406$17,881,490 â–²328.0%96,1690.7%TransportationSOSouthern$22,961,336$553,446 â–¼-2.4%237,8920.7%UtilitiesIEFAiShares Core MSCI EAFE ETF$22,900,741$2,421,406 â–²11.8%252,9630.7%ETFDISWalt Disney$22,629,928$529,801 â–¼-2.3%234,7990.7%Consumer DiscretionaryLLYEli Lilly and Company$21,859,254$910,572 â–²4.3%23,7660.6%MedicalETNEaton$21,595,042$734,654 â–¼-3.3%60,3770.6%IndustrialsVVisa$20,906,688$1,751,493 â–²9.1%69,1720.6%Business ServicesMETAMeta Platforms$20,016,501$457,131 â–¼-2.2%34,9860.6%Computer and TechnologyTE CONNECTIVITY PLC$19,357,970$1,653,557 â–¼-7.9%92,6130.6%ORD SHSHONHoneywell International$18,891,362$1,064,601 â–²6.0%83,5790.6%Multi-Sector ConglomeratesTKRTimken$18,391,739$1,421,054 â–¼-7.2%182,8750.5%Computer and TechnologyGOGrocery Outlet$18,171,115$11,241,797 â–²162.2%2,577,4630.5%Consumer StaplesSHELShell$17,604,113$1,300,974 â–¼-6.9%189,2920.5%EnergyKRKroger$17,315,748$1,221,871 â–¼-6.6%239,3000.5%Retail/WholesaleCRMSalesforce$16,751,580$7,348,265 â–¼-30.5%89,7390.5%Computer and TechnologyVOOVanguard S&P 500 ETF$15,558,860$4,115,288 â–²36.0%26,0380.5%ETFIVViShares Core S&P 500 ETF$15,310,463$3,171,308 â–¼-17.2%23,4390.5%ETFBRKRBruker$15,066,442$454,039 â–²3.1%416,5480.4%Computer and TechnologyXOMExxonMobil$14,390,053$155,409 â–²1.1%84,8170.4%EnergyBACBank of America$14,287,759$3,207,801 â–²29.0%293,0820.4%FinanceNKENIKE$14,172,941$1,507,376 â–²11.9%266,3040.4%Consumer DiscretionaryPFEPfizer$13,771,724$826,816 â–¼-5.7%490,4460.4%MedicalBROOKFIELD RENEWABLE CORP$12,426,717$877,463 â–²7.6%311,9770.4%CL A EX SUB VTGDGXQuest Diagnostics$12,317,148$133,854 â–²1.1%62,8490.4%MedicalXVViShares ESG Select Screened S&P 500 ETF$12,170,827$805,978 â–²7.1%247,2740.4%ETFAVGOBroadcom$11,793,570$1,253,516 â–²11.9%38,1040.3%Computer and TechnologyEMREmerson Electric$11,751,577$783,107 â–¼-6.2%89,6930.3%IndustrialsNOWServiceNow$10,825,421$10,331,945 â–²2,093.7%103,5430.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$10,664,769$61,453 â–²0.6%166,4290.3%ETFBXBlackstone$10,304,024$81,758 â–¼-0.8%89,6080.3%FinanceECLEcolab$9,887,526$384,383 â–²4.0%37,0670.3%Basic MaterialsISTBiShares Core 1-5 Year USD Bond ETF$9,731,786$9,731,786 â–²New Holding200,8210.3%ManufacturingIWMiShares Russell 2000 ETF$9,688,697$59,024 â–²0.6%39,0670.3%FinanceGLDSPDR Gold Shares$9,592,025$2,151 â–²0.0%22,2920.3%FinanceACNAccenture$9,269,860$716,620 â–¼-7.2%46,7490.3%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$9,261,078$4,083,098 â–²78.9%112,1600.3%ManufacturingMSMorgan Stanley$9,174,120$19,090 â–¼-0.2%55,7460.3%FinanceORealty Income$9,157,883$1,344,249 â–¼-12.8%149,5510.3%FinanceIEIiShares 3-7 Year Treasury Bond ETF$8,497,491$3,915,359 â–²85.4%71,6480.2%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$8,046,222$3,470,315 â–²75.8%151,1880.2%ManufacturingBDXBecton, Dickinson and Company$7,619,366$42,452 â–²0.6%48,4600.2%MedicalPYPLPayPal$7,532,424$7,341,508 â–¼-49.4%166,5360.2%Business ServicesGOOGAlphabet$7,256,818$6,024 â–¼-0.1%25,2970.2%Computer and TechnologyWMWaste Management$6,513,168$917,322 â–²16.4%28,3440.2%Business ServicesIJJiShares S&P Mid-Cap 400 Value ETF$6,466,5300.0%48,8040.2%ETFSBUXStarbucks$5,684,755$134,743 â–¼-2.3%63,4530.2%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$5,410,344$149,826 â–²2.8%100,0990.2%ETFTFXTeleflex$5,062,135$123,916 â–¼-2.4%42,3220.1%MedicalIJKiShares S&P Mid-Cap 400 Growth ETF$5,025,6680.0%49,9470.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
