Institutional Fund
Becker Capital Management Inc
Portland, ORCIK 7990045 filings on record
Portfolio Value
$3.40B
Q1 2026
Holdings
298
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-2.7%
from $3.50B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.6%
- Microsoft Corp3.9%
- Vanguard Index Fds3.4%
- Jpmorgan Chase & Co.3.0%
- Vanguard Index Fds2.6%
- Ishares Tr2.6%
- Other79.9%
Portfolio Holdings
298 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 612.9K | $155.56M | 4.6% | −4.6K | Reduced |
| 2 | Microsoft Corp | 358.9K | $132.85M | 3.9% | +9.6K | Added |
| 3 | Vanguard Index Fds | 268.0K | $117.05M | 3.4% | +10.8K | Added |
| 4 | Jpmorgan Chase & Co. | 350.1K | $102.98M | 3.0% | −6.5K | Reduced |
| 5 | Vanguard Index Fds | 275.0K | $88.22M | 2.6% | +5.1K | Added |
| 6 | Ishares Tr | 897.4K | $87.16M | 2.6% | +75.8K | Added |
| 7 | Walmart Inc | 605.0K | $75.33M | 2.2% | −20.8K | Reduced |
| 8 | Embraer S.A. | 1.24M | $73.78M | 2.2% | −93.7K | Reduced |
| 9 | Alphabet Inc | 243.7K | $70.07M | 2.1% | +10.3K | Added |
| 10 | Goldman Sachs Group Inc | 81.5K | $68.93M | 2.0% | −2.2K | Reduced |
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