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Becker Capital Management Inc.
Becker Capital Management Inc is an independent, employee-owned investment advisory firm headquartered in Portland, Oregon. Founded in 1976, the firm offers a wide range of investment management services, primarily serving institutional clients, foundations, endowments, and high-net-worth individuals. Becker Capital is registered as an investment adviser with the SEC and manages billions in assets while employing a team of investment professionals committed to client-centric portfolio management.
Investment Strategy
Becker Capital Management specializes in long-term, disciplined investment strategies for equity and fixed income portfolios. The firm emphasizes fundamental securities research, risk management, and diversification. Becker Capital is known for its tailored approach that focuses on individual client needs, risk profiles, and investment horizons, aiming to deliver consistent risk-adjusted returns through active management and a mix of value and growth strategies across market capitalizations.
Latest 13F Filing Activity
Becker Capital Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 277 equity positions with a total 13F market value of $3B. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Vanguard Index FDS among other positions. Becker Capital Management Inc. reduced exposure to Apple Inc., Grocery Outlet HLDG Corp., Ishares TR among others.
Top Holdings
Equity Positions (277)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.60% | $179.8M | 361,555 | $41.42 | $497.41 | +$43.8M |
A AAPL | APPLE INC | 4.02% | $128.9M | 628,239 | $27.57 | $205.17 | -$16.0M |
J JPM | JPMORGAN CHASE & CO. | 3.39% | $108.6M | 374,702 | $58.40 | $289.91 | +$16.0M |
V VUG | VANGUARD INDEX FDS | 3.27% | $104.9M | 239,068 | $285.81 | $438.40 | +$21.7M |
E ERJ | EMBRAER S.A. | 2.65% | $85.2M | 1,496,693 | $11.94 | $56.91 | +$14.0M |
Industry Allocation
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