Becker Capital Management Inc

13F filer · CIK 0000799004

Reported Jul 31, 2026

Net seller this quarter

13F portfolio value$3.72BU.S. long equity reported on 13F

Positions2189 new · 8 closed

Net flow last quarter-$42.9MBuys minus sells

Top 10 positions weight26.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 31, 2026218 positions
AAPLApple Inc.	$184M	4.94%	0.00%	+3.6%	Q3 2013
MSFTMicrosoft Corp	$142M	3.80%	0.01%	+5.7%	Q3 2013
JPMJPMorgan Chase & Co	$114M	3.06%	0.01%	-0.8%	Q3 2013
FLEXFlex Ltd.	$86M	2.31%	0.14%	-5.0%	Q2 2018
GOOGLAlphabet Inc.	$85.1M	2.29%	0.00%	-2.3%	Q3 2015
GSGoldman Sachs Group Inc	$78.5M	2.11%	0.03%	-4.7%	Q3 2013
EMBJEmbraer S.A.	$77.7M	2.09%	0.17%	-2.1%	Q3 2016
CSCOCisco Systems, Inc.	$72.7M	1.95%	0.02%	-5.1%	Q3 2013
AMZNAmazon Com Inc	$70.7M	1.90%	0.00%	+11.0%	Q2 2019
NVDANvidia Corp	$69.1M	1.86%	0.00%	+0.3%	Q2 2021
SCHWSchwab Charles Corp	$68.1M	1.83%	0.04%	+1.2%	Q1 2020
WMTWalmart Inc.	$68M	1.83%	0.01%	-0.8%	Q3 2013
RTXRTX Corp	$63.8M	1.72%	0.03%	-0.7%	Q2 2020
JNJJohnson & Johnson	$62.5M	1.68%	0.01%	-0.6%	Q3 2013
CIENCiena Corp	$62.3M	1.67%	0.09%	-10.4%	Q3 2017
SPYSPDR S&P 500 ETF Trust	$60.1M	1.62%	Not reported	-1.4%	Q3 2013
MCKMckesson Corp	$54.9M	1.48%	0.06%	-0.8%	Q3 2013
QCOMQualcomm Inc	$52.8M	1.42%	0.03%	-4.8%	Q3 2015
BLKBlackRock, Inc.	$46.4M	1.25%	0.03%	-0.3%	Q3 2013
INTCIntel Corp	$44.4M	1.19%	0.01%	-40.0%	Q3 2013
ALLAllstate Corp	$43.6M	1.17%	0.07%	-1.2%	Q3 2013
CVXChevron Corp	$42.2M	1.14%	0.01%	+0.6%	Q3 2013
NEMNEWMONT Corp	$41.2M	1.11%	0.04%	-5.7%	Q1 2015
FEFirstenergy Corp	$39.1M	1.05%	0.14%	0.0%	Q1 2017
BRK.BBerkshire Hathaway Inc	$37.9M	1.02%	Not reported	+20.6%	Q4 2015
MRKMerck & Co., Inc.	$34.7M	0.93%	0.01%	-1.1%	Q3 2013
AZNAstrazeneca PLC	$33.5M	0.90%	Not reported	-0.2%	Q2 2016
SYYSysco Corp	$33.3M	0.89%	0.08%	-7.9%	Q1 2018
KMIKinder Morgan, Inc.	$32M	0.86%	0.05%	+1.6%	Q1 2021
APDAir Products & Chemicals, Inc.	$31.5M	0.85%	0.05%	-1.9%	Q2 2016
AMGNAmgen Inc	$30.8M	0.83%	0.02%	-0.7%	Q3 2013
HDHome Depot, Inc.	$30.8M	0.83%	0.01%	+2.2%	Q3 2017
CARRCARRIER GLOBAL Corp	$30.4M	0.82%	0.05%	-0.4%	Q2 2020
LLYELI LILLY & Co	$29.7M	0.80%	0.00%	+4.1%	Q3 2013
USBUS Bancorp \de\	$29.4M	0.79%	0.03%	-3.8%	Q3 2013
GDGeneral Dynamics Corp	$29.2M	0.78%	0.03%	-0.8%	Q3 2013
PGPROCTER & GAMBLE Co	$29.1M	0.78%	0.01%	+0.6%	Q3 2013
BKRBaker Hughes Co	$28.7M	0.77%	0.05%	-7.8%	Q1 2018
CBChubb Ltd	$28.5M	0.77%	0.02%	-1.2%	Q3 2013
UNPUnion Pacific Corp	$27.9M	0.75%	0.02%	+6.5%	Q3 2013
SAPSap SE	$26.9M	0.72%	0.01%	+0.7%	Q4 2020
ETNEaton Corp plc	$26.1M	0.70%	0.02%	+1.6%	Q1 2019
TKRTimken Co	$25.6M	0.69%	0.25%	-3.6%	Q4 2024
BRKRBruker Corp	$24.7M	0.66%	0.27%	-1.7%	Q2 2025
COSTCostco Wholesale Corp	$24.2M	0.65%	0.01%	-0.4%	Q3 2013
VVisa Inc.	$24.1M	0.65%	0.00%	+1.4%	Q4 2017
AZOAutozone Inc	$24M	0.65%	0.05%	+0.3%	Q1 2021
PHGKoninklijke Philips NV	$23.4M	0.63%	0.09%	-0.6%	Q3 2013
SOSouthern Co	$23.1M	0.62%	0.02%	+1.3%	Q2 2017
GOGrocery Outlet Holding Corp.	$22.6M	0.61%	2.29%	-12.3%	Q4 2021

Q1 2026Reported May 11, 2026215 positions
AAPLApple Inc.	$156M	4.57%	0.00%	-0.8%	Q3 2013
MSFTMicrosoft Corp	$133M	3.91%	0.00%	+2.8%	Q3 2013
JPMJPMorgan Chase & Co	$103M	3.03%	0.01%	-1.8%	Q3 2013
WMTWalmart Inc.	$75.3M	2.21%	0.01%	-3.3%	Q3 2013
EMBJEmbraer S.A.	$73.8M	2.17%	0.17%	-7.0%	Q3 2016
GOOGLAlphabet Inc.	$70.1M	2.06%	0.00%	+4.4%	Q3 2015
GSGoldman Sachs Group Inc	$68.9M	2.03%	0.03%	-2.7%	Q3 2013
SCHWSchwab Charles Corp	$68.5M	2.01%	0.04%	-0.9%	Q1 2020
RTXRTX Corp	$65.3M	1.92%	0.03%	-8.1%	Q2 2020
MCKMckesson Corp	$63.4M	1.86%	0.06%	-6.9%	Q3 2013
JNJJohnson & Johnson	$60.5M	1.78%	0.01%	-4.0%	Q3 2013
NVDANvidia Corp	$60M	1.76%	0.00%	+5.1%	Q2 2021
AMZNAmazon Com Inc	$55.6M	1.64%	0.00%	-2.1%	Q2 2019
CIENCiena Corp	$55M	1.62%	0.10%	-29.3%	Q3 2017
SPYSPDR S&P 500 ETF Trust	$53.1M	1.56%	Not reported	-1.5%	Q3 2013
CVXChevron Corp	$52.4M	1.54%	0.01%	+0.7%	Q3 2013
CSCOCisco Systems, Inc.	$50.6M	1.49%	0.02%	-2.2%	Q3 2013
NEMNEWMONT Corp	$50.6M	1.49%	0.04%	-16.4%	Q1 2015
BLKBlackRock, Inc.	$46.6M	1.37%	0.03%	-1.0%	Q3 2013
FEFirstenergy Corp	$41.6M	1.22%	0.14%	+1.6%	Q1 2017
QCOMQualcomm Inc	$38.6M	1.14%	0.03%	+9.7%	Q3 2015
ALLAllstate Corp	$38.4M	1.13%	0.07%	-2.1%	Q3 2013
FLEXFlex Ltd.	$36.6M	1.07%	0.15%	-3.0%	Q2 2018
AZNAstrazeneca PLC	$34.9M	1.03%	Not reported	-2.4%	Q2 2016
BKRBaker Hughes Co	$34.2M	1.01%	0.06%	-9.1%	Q1 2018
KMIKinder Morgan, Inc.	$33M	0.97%	0.04%	-3.3%	Q1 2021
MRKMerck & Co., Inc.	$32.8M	0.97%	0.01%	-5.0%	Q3 2013
APDAir Products & Chemicals, Inc.	$31.8M	0.93%	0.05%	-5.5%	Q2 2016
SYYSysco Corp	$30.8M	0.91%	0.09%	-3.9%	Q1 2018
AMGNAmgen Inc	$30.1M	0.89%	0.02%	-1.7%	Q3 2013
BRK.BBerkshire Hathaway Inc	$30.1M	0.89%	Not reported	-3.5%	Q4 2015
SAPSap SE	$29.7M	0.87%	0.01%	+0.8%	Q4 2020
GDGeneral Dynamics Corp	$28.5M	0.84%	0.03%	-0.4%	Q3 2013
PGPROCTER & GAMBLE Co	$28.5M	0.84%	0.01%	-1.8%	Q3 2013
HDHome Depot, Inc.	$28.1M	0.82%	0.01%	-0.4%	Q3 2017
MEOHMethanex Corp	$27.7M	0.82%	0.60%	-7.9%	Q4 2014
CBChubb Ltd	$27.6M	0.81%	0.02%	-1.5%	Q3 2013
USBUS Bancorp \de\	$26.4M	0.77%	0.03%	-5.1%	Q3 2013
VZVerizon Communications Inc	$26.3M	0.77%	0.01%	-6.0%	Q3 2013
COSTCostco Wholesale Corp	$25.8M	0.76%	0.01%	-0.6%	Q3 2013
AZOAutozone Inc	$25.3M	0.74%	0.05%	-2.8%	Q1 2021
SNYSanofi	$23.9M	0.70%	0.04%	-1.4%	Q2 2022
PHGKoninklijke Philips NV	$23.7M	0.70%	0.09%	-5.6%	Q3 2013
CARRCARRIER GLOBAL Corp	$23.5M	0.69%	0.05%	-4.1%	Q2 2020
INTCIntel Corp	$23.4M	0.69%	0.01%	-22.9%	Q3 2013
UNPUnion Pacific Corp	$23.3M	0.69%	0.02%	+328.1%	Q3 2013
SOSouthern Co	$23M	0.67%	0.02%	-2.4%	Q2 2017
DISWalt Disney Co	$22.6M	0.67%	0.01%	-2.3%	Q2 2016
LLYELI LILLY & Co	$21.9M	0.64%	0.00%	+4.4%	Q3 2013
ETNEaton Corp plc	$21.6M	0.63%	0.02%	-3.3%	Q1 2019

Q4 2025Reported Feb 13, 2026219 positions
MSFTMicrosoft Corp	$169M	4.83%	0.00%	-2.8%	Q3 2013
AAPLApple Inc.	$168M	4.80%	0.00%	-0.6%	Q3 2013
JPMJPMorgan Chase & Co	$115M	3.29%	0.01%	-0.4%	Q3 2013
EMBJEmbraer S.A.	$86.2M	2.47%	0.19%	-6.4%	Q3 2016
GSGoldman Sachs Group Inc	$73.6M	2.11%	0.03%	+0.5%	Q3 2013
SCHWSchwab Charles Corp	$73.5M	2.10%	0.04%	-1.6%	Q1 2020
GOOGLAlphabet Inc.	$73M	2.09%	0.00%	+4.1%	Q3 2015
WMTWalmart Inc.	$69.7M	1.99%	0.01%	-2.4%	Q3 2013
RTXRTX Corp	$67.6M	1.93%	0.03%	-0.5%	Q2 2020
MCKMckesson Corp	$64.5M	1.85%	0.06%	-1.0%	Q3 2013
AMZNAmazon Com Inc	$63M	1.80%	0.00%	+0.1%	Q2 2019
NVDANvidia Corp	$61.1M	1.75%	0.00%	-0.1%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$56.6M	1.62%	Not reported	+0.6%	Q3 2013
NEMNEWMONT Corp	$55.8M	1.60%	0.05%	-3.2%	Q1 2015
JNJJohnson & Johnson	$53.4M	1.53%	0.01%	-0.2%	Q3 2013
BLKBlackRock, Inc.	$52.4M	1.50%	0.03%	-1.7%	Q3 2013
CSCOCisco Systems, Inc.	$51.4M	1.47%	0.02%	-1.0%	Q3 2013
CIENCiena Corp	$46.9M	1.34%	0.14%	-8.1%	Q3 2017
QCOMQualcomm Inc	$46.8M	1.34%	0.03%	-0.4%	Q3 2015
SAPSap SE	$41.8M	1.20%	0.01%	+2.7%	Q4 2020
ALLAllstate Corp	$39.4M	1.13%	0.07%	-1.4%	Q3 2013
CVXChevron Corp	$38.4M	1.10%	0.01%	0.0%	Q3 2013
FEFirstenergy Corp	$36.2M	1.04%	0.14%	-0.1%	Q1 2017
FLEXFlex Ltd.	$34.8M	1.00%	0.16%	-2.5%	Q2 2018
CRMSalesforce, Inc.	$34.3M	0.98%	0.01%	-0.5%	Q2 2020
AZNAstrazeneca PLC	$33.3M	0.95%	Not reported	-0.8%	Q2 2016
SYYSysco Corp	$33.1M	0.95%	0.09%	-2.8%	Q1 2018
BRK.BBerkshire Hathaway Inc	$32.8M	0.94%	Not reported	0.0%	Q4 2015
MRKMerck & Co., Inc.	$30.3M	0.87%	0.01%	-3.7%	Q3 2013
HDHome Depot, Inc.	$29.5M	0.84%	0.01%	-7.0%	Q3 2017
PGPROCTER & GAMBLE Co	$28.7M	0.82%	0.01%	-1.5%	Q3 2013
APDAir Products & Chemicals, Inc.	$28.6M	0.82%	0.05%	-0.9%	Q2 2016
AMGNAmgen Inc	$28.5M	0.82%	0.02%	-1.5%	Q3 2013
USBUS Bancorp \de\	$28.5M	0.81%	0.03%	-3.9%	Q3 2013
BKRBaker Hughes Co	$28.1M	0.80%	0.06%	+1.4%	Q1 2018
GDGeneral Dynamics Corp	$28.1M	0.80%	0.03%	-1.0%	Q3 2013
KMIKinder Morgan, Inc.	$28M	0.80%	0.05%	+0.6%	Q1 2021
DISWalt Disney Co	$27.5M	0.79%	0.01%	+0.6%	Q2 2016
CBChubb Ltd	$26.8M	0.77%	0.02%	-0.7%	Q3 2013
AZOAutozone Inc	$26.1M	0.75%	0.05%	-1.3%	Q1 2021
INTCIntel Corp	$25.4M	0.73%	0.01%	-16.6%	Q3 2013
PHGKoninklijke Philips NV	$24.8M	0.71%	0.10%	+0.4%	Q3 2013
LLYELI LILLY & Co	$24.5M	0.70%	0.00%	+5.1%	Q3 2013
SNYSanofi	$24.4M	0.70%	0.04%	-3.7%	Q2 2022
METAMeta Platforms, Inc.	$23.6M	0.68%	Not reported	+2.1%	Q4 2013
CARRCARRIER GLOBAL Corp	$23M	0.66%	0.05%	+2.2%	Q2 2020
TELTE Connectivity plc	$22.9M	0.65%	0.03%	-1.2%	Q3 2013
VZVerizon Communications Inc	$22.7M	0.65%	0.01%	-0.3%	Q3 2013
COSTCostco Wholesale Corp	$22.5M	0.64%	0.01%	-0.7%	Q3 2013
VVisa Inc.	$22.2M	0.64%	0.00%	+0.1%	Q4 2017

Q3 2025Reported Nov 12, 2025213 positions
MSFTMicrosoft Corp	$186M	5.44%	0.00%	-0.7%	Q3 2013
AAPLApple Inc.	$158M	4.62%	0.00%	-1.1%	Q3 2013
JPMJPMorgan Chase & Co	$113M	3.30%	0.01%	-4.5%	Q3 2013
EMBJEmbraer S.A.	$86.4M	2.52%	0.19%	-4.5%	Q3 2016
SCHWSchwab Charles Corp	$71.3M	2.08%	0.04%	-1.1%	Q1 2020
GSGoldman Sachs Group Inc	$66.3M	1.94%	0.03%	-4.6%	Q3 2013
WMTWalmart Inc.	$66.1M	1.93%	0.01%	-3.9%	Q3 2013
RTXRTX Corp	$61.9M	1.81%	0.03%	-0.2%	Q2 2020
MCKMckesson Corp	$61.4M	1.79%	0.06%	-1.9%	Q3 2013
NVDANvidia Corp	$61.2M	1.79%	0.00%	+0.3%	Q2 2021
AMZNAmazon Com Inc	$59.9M	1.75%	0.00%	+0.2%	Q2 2019
BLKBlackRock, Inc.	$58M	1.69%	0.03%	-1.4%	Q3 2013
SPYSPDR S&P 500 ETF Trust	$55M	1.61%	Not reported	-11.2%	Q3 2013
GOOGLAlphabet Inc.	$54.5M	1.59%	0.00%	-0.3%	Q3 2015
NEMNEWMONT Corp	$48.7M	1.42%	0.05%	-0.4%	Q1 2015
JNJJohnson & Johnson	$47.9M	1.40%	0.01%	-0.6%	Q3 2013
CSCOCisco Systems, Inc.	$46.1M	1.35%	0.02%	-4.6%	Q3 2013
QCOMQualcomm Inc	$45.7M	1.33%	0.03%	-1.6%	Q3 2015
SAPSap SE	$44.8M	1.31%	0.01%	-1.3%	Q4 2020
ALLAllstate Corp	$41.2M	1.20%	0.07%	-1.3%	Q3 2013
CVXChevron Corp	$39.1M	1.14%	0.01%	+1.2%	Q3 2013
SYYSysco Corp	$38M	1.11%	0.10%	-0.1%	Q1 2018
HDHome Depot, Inc.	$37.3M	1.09%	0.01%	+0.5%	Q3 2017
FEFirstenergy Corp	$37.1M	1.08%	0.14%	+0.3%	Q1 2017
FLEXFlex Ltd.	$34.3M	1.00%	0.16%	-1.8%	Q2 2018
AZOAutozone Inc	$33.5M	0.98%	0.05%	-1.9%	Q1 2021
BRK.BBerkshire Hathaway Inc	$32.8M	0.96%	Not reported	+0.7%	Q4 2015
APDAir Products & Chemicals, Inc.	$31.9M	0.93%	0.05%	+0.5%	Q2 2016
CIENCiena Corp	$31.8M	0.93%	0.15%	-2.2%	Q3 2017
PGPROCTER & GAMBLE Co	$31.3M	0.91%	0.01%	-0.6%	Q3 2013
CRMSalesforce, Inc.	$30.8M	0.90%	0.01%	+0.2%	Q2 2020
BKRBaker Hughes Co	$29.6M	0.87%	0.06%	+0.2%	Q1 2018
GDGeneral Dynamics Corp	$28.7M	0.84%	0.03%	+1.0%	Q3 2013
KMIKinder Morgan, Inc.	$28.6M	0.84%	0.05%	+0.6%	Q1 2021
AZNAstrazeneca PLC	$28M	0.82%	Not reported	-2.2%	Q2 2016
INTCIntel Corp	$27.7M	0.81%	0.02%	-5.1%	Q3 2013
DISWalt Disney Co	$27.4M	0.80%	0.01%	-1.7%	Q2 2016
USBUS Bancorp \de\	$26.9M	0.79%	0.04%	+0.8%	Q3 2013
METAMeta Platforms, Inc.	$25.7M	0.75%	Not reported	+5.0%	Q4 2013
CARRCARRIER GLOBAL Corp	$25.4M	0.74%	0.05%	+5.6%	Q2 2020
MRKMerck & Co., Inc.	$25.1M	0.73%	0.01%	-2.5%	Q3 2013
AMGNAmgen Inc	$24.9M	0.73%	0.02%	-0.9%	Q3 2013
PHGKoninklijke Philips NV	$24.8M	0.73%	0.10%	0.0%	Q3 2013
SNYSanofi	$24.7M	0.72%	0.04%	-8.0%	Q2 2022
VZVerizon Communications Inc	$24.6M	0.72%	0.01%	-1.7%	Q3 2013
CBChubb Ltd	$24.4M	0.71%	0.02%	+2.8%	Q3 2013
COSTCostco Wholesale Corp	$24.3M	0.71%	0.01%	-0.9%	Q3 2013
ETNEaton Corp plc	$23.4M	0.68%	0.02%	-0.3%	Q1 2019
SOSouthern Co	$22.8M	0.67%	0.02%	+2.8%	Q2 2017
TELTE Connectivity plc	$22.3M	0.65%	0.03%	-3.1%	Q3 2013

Premium opens every quarter this fund has filed