Data as of Q4 2025 (Dec 31, 2025)

BECKER CAPITAL MANAGEMENT INC

•CIK: 799004•Filing: Q4 2025

Becker Capital Management Inc., with $3.5 billion in assets under management, is known for its concentrated, high-conviction strategy, currently holding 301 positions with significant stakes in tech and financials like MSFT and AAPL. Recently, the fund has made notable shifts by adding UL, SPDW, and AKRE, while cutting MCHP by 77% and FISV by 49%, and increasing positions in BRKR by 94% and 8CW by 71%, reflecting a focus on growth and value sectors.

Total AUM
$3.5B
QoQ Performance
+2.1%
Positions
235
Top 10 Concentration
30.5%
Latest Filing
Q4 2025

Top Holdings Allocation

MSFT4.8%
AAPL4.8%
VUG3.6%
JPM3.3%
VTI2.6%
EMBJ2.5%
EFA2.3%
GS2.1%

📈 Biggest Buys

BRKR
BRUKER CORP
+34.1%
0.5% of portfolio
PFE
PFIZER INC
+59.5%
0.4% of portfolio
GO
GROCERY OUTLET HLDG CORP
+84.0%
0.3% of portfolio
UL
UNILEVER PLC
NEW
0.1% of portfolio
VOO
VANGUARD INDEX FDS
+32.7%
0.3% of portfolio

📉 Biggest Sells

EMBJ
EMBRAER S.A.
-6.4%
2.5% of portfolio
MCHP
MICROCHIP TECHNOLOGY INC.
-76.8%
0.0% of portfolio
INTC
INTEL CORP
-16.6%
0.7% of portfolio
MSFT
MICROSOFT CORP
-2.8%
4.8% of portfolio
CIEN
CIENA CORP
-8.1%
1.3% of portfolio

Sector Breakdown

Other47.2%
Technology20.2%
Financial12.6%
Consumer6.1%
Healthcare4.8%
Industrial2.9%
ETF2.5%
Materials1.1%

🚪 Exited Positionssold since Q3 2025

UL
UNILEVER PLC
SOLD
$4.6M
NOW
SERVICENOW INC
SOLD
$866.9K
ICE
INTERCONTINENTAL EXCHANGE IN
SOLD
$820.8K
ADP
AUTOMATIC DATA PROCESSING IN
SOLD
$768.1K
VYM
VANGUARD WHITEHALL FDS
SOLD
$754.9K
+93 more exited positions

Changes from Q3 2025

NEW5 new positions
↑67 increased
↓105 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

MSFT4.8%
MICROSOFT CORP
$168.9M
AAPL4.8%
APPLE INC
$167.9M
VUG3.6%
VANGUARD INDEX FDS
$125.5M
JPM3.3%
JPMORGAN CHASE & CO.
$114.9M
VTI2.6%
VANGUARD INDEX FDS
$90.5M

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