BECKER CAPITAL MANAGEMENT INC: 13F holdings

CIK 7990042026Q2

Positions303
Reported value$3.7bn
Filed2026-07-31

Change since last quarter

Positions303 (+5 vs prior quarter)
Reported value$3.7bn (+9.3%)

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE INC635,045$183.8m4.9%
VUG VANGUARD INDEX FDS1,659,535$143.0m3.8%
MSFT MICROSOFT CORP379,392$141.5m3.8%
JPM JPMORGAN CHASE & CO347,316$113.7m3.1%
EFA ISHARES TR929,434$96.5m2.6%
VTI VANGUARD INDEX FDS260,219$96.3m2.6%
FLEX LTD530,928$86.0m2.3%
GOOGL ALPHABET INC238,154$85.1m2.3%
GS GOLDMAN SACHS GROUP INC77,626$78.5m2.1%
EMBJ EMBRAER S.A.1,217,411$77.7m2.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="799004")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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