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Becker Capital Management Inc.

CIK:0000799004
Investment Adviser
$3B AUM
278 holdings
Portland, OR, United States
Founded:1976
40 employees
Latest filing:Jun 30, 2025

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 Buys
M
MSFTMICROSOFT CORP
+$43.8M
N
NVDANVIDIA CORPORATION
+$34.4M
V
VUGVANGUARD INDEX FDS
+$21.7M
J
JPMJPMORGAN CHASE & CO.
+$16.0M
E
ERJEMBRAER S.A.
+$14.0M
Top Sells
A
AAPLAPPLE INC
-$16.0M
G
GOGROCERY OUTLET HLDG CORP
-$15.4M
I
IJRISHARES TR
-$14.2M
P
PFEPFIZER INC
-$14.0M
V
VZVERIZON COMMUNICATIONS INC
-$13.6M

Top Holdings

M
MSFTMICROSOFT CORP
+5.6%$179.8M
A
AAPLAPPLE INC
+4.0%$128.9M
J
JPMJPMORGAN CHASE & CO.
+3.4%$108.6M
V
VUGVANGUARD INDEX FDS
+3.3%$104.9M
E
ERJEMBRAER S.A.
+2.7%$85.2M

Equity Positions (277)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MICROSOFT CORP5.60%$179.8M361,555$41.42$497.41+$43.8M
APPLE INC4.02%$128.9M628,239$27.57$205.17-$16.0M
JPMORGAN CHASE & CO.3.39%$108.6M374,702$58.40$289.91+$16.0M
VANGUARD INDEX FDS3.27%$104.9M239,068$285.81$438.40+$21.7M
EMBRAER S.A.2.65%$85.2M1,496,693$11.94$56.91+$14.0M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+8.1%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+7.7%
ELECTRONIC COMPUTERS
+4.6%
PHARMACEUTICAL PREPARATIONS
+4.6%
NATIONAL COMMERCIAL BANKS
+4.5%