BECKER CAPITAL MANAGEMENT INC

CIK 799004 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $3.4B
every reported holding for this filer and quarter, including ones with no disclosed value: 298
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 11
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 14

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	TRIM	−$12.3M	−4,626	$168M	$156M	617,560	612,934
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11825` · issuer key `iss:1225`	ADD	−$36.1M	+9,626	$169M	$133M	349,274	358,900
—	share class as filed: GROWTH ETF · position key `pos:11209` · issuer key `iss:2483`	ADD	−$8.4M	+10,760	$125M	$117M	257,227	267,987
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:18039` · issuer key `iss:1025`	TRIM	−$11.9M	−6,534	$115M	$103M	356,613	350,079
—	share class as filed: TOTAL STK MKT · position key `pos:12944` · issuer key `iss:2483`	ADD	−$2.3M	+5,142	$90.5M	$88.2M	269,838	274,980
—	share class as filed: MSCI EAFE ETF · position key `pos:14648` · issuer key `iss:1012`	ADD	+$8.3M	+75,775	$78.9M	$87.2M	821,593	897,368
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13490` · issuer key `iss:1939`	TRIM	+$5.6M	−20,769	$69.7M	$75.3M	625,721	604,952
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPONSORED ADS · position key `pos:15728` · issuer key `iss:643`	TRIM	−$12.4M	−93,718	$86.2M	$73.8M	1,337,065	1,243,347
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL A · position key `pos:15142` · issuer key `iss:89`	ADD	−$3.0M	+10,341	$73.0M	$70.1M	233,322	243,663
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11938` · issuer key `iss:834`	TRIM	−$4.7M	−2,236	$73.6M	$68.9M	83,712	81,476
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16131` · issuer key `iss:1632`	TRIM	−$5.0M	−6,551	$73.5M	$68.5M	735,545	728,994
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15626` · issuer key `iss:1529`	TRIM	−$2.2M	−29,663	$67.6M	$65.3M	368,345	338,682
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17201` · issuer key `iss:1208`	TRIM	−$1.1M	−5,393	$64.5M	$63.4M	78,577	73,184
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13599` · issuer key `iss:1035`	TRIM	+$7.1M	−10,386	$53.4M	$60.5M	258,064	247,678
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15642` · issuer key `iss:1334`	ADD	−$1.0M	+16,694	$61.1M	$60.0M	327,584	344,278
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14175` · issuer key `iss:95`	TRIM	−$7.3M	−5,727	$63.0M	$55.6M	272,853	267,126
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM NEW · position key `pos:16143` · issuer key `iss:448`	TRIM	+$8.1M	−58,755	$46.9M	$55.0M	200,424	141,669
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: TR UNIT · position key `pos:11570` · issuer key `iss:1599`	TRIM	−$3.5M	−1,267	$56.6M	$53.1M	82,756	81,489
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11717` · issuer key `iss:440`	ADD	+$14.1M	+1,642	$38.4M	$52.4M	251,733	253,375
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11944` · issuer key `iss:454`	TRIM	−$743K	−14,383	$51.4M	$50.6M	666,977	652,594

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 38

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: S&P MC 400VL ETF · position key `pos:16414` · issuer key `iss:1012`	NO CHANGE	+$44.4K	$6.4M	$6.5M	48,804	48,804
—	share class as filed: S&P MC 400GR ETF · position key `pos:12699` · issuer key `iss:1012`	NO CHANGE	+$187K	$4.8M	$5.0M	49,947	49,947
—	share class as filed: RUS MD CP GR ETF · position key `pos:18016` · issuer key `iss:1012`	NO CHANGE	−$222K	$3.5M	$3.2M	25,201	25,201
—	share class as filed: SP SMCP600VL ETF · position key `pos:16990` · issuer key `iss:1012`	NO CHANGE	+$121K	$2.9M	$3.0M	25,611	25,611
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:11020` · issuer key `iss:255`	NO CHANGE	−$147K	$3.0M	$2.9M	4	4
—	share class as filed: S&P SML 600 GWT · position key `pos:17806` · issuer key `iss:1012`	NO CHANGE	+$45.4K	$1.8M	$1.9M	12,801	12,801
—	share class as filed: STATE STREET TEC · position key `pos:10892` · issuer key `iss:2454`	NO CHANGE	−$118K	$1.5M	$1.4M	10,678	10,678
—	share class as filed: RUS MID CAP ETF · position key `pos:16063` · issuer key `iss:1012`	NO CHANGE	+$11.7K	$1.2M	$1.2M	12,144	12,144
—	share class as filed: MSCI TAIWAN ETF · position key `pos:11286` · issuer key `iss:1016`	NO CHANGE	+$121K	$1.0M	$1.2M	16,422	16,422
—	share class as filed: MSCI ACWI ETF · position key `pos:10899` · issuer key `iss:1013`	NO CHANGE	−$25.9K	$1.2M	$1.1M	8,300	8,300
—	share class as filed: MSCI EURZONE ETF · position key `sid:sec:prov:86a05bece61da25468cede151e19b06f` · issuer key `cusip6:464286`	NO CHANGE	−$25.9K	$1.1M	$1.1M	17,709	17,709
—	share class as filed: S&P500 EQL WGT · position key `pos:15152` · issuer key `iss:1000`	NO CHANGE	+$2.0K	$1.1M	$1.1M	5,609	5,609
—	share class as filed: VNG RUS1000IDX · position key `sid:sec:prov:303540766d2ecf333f46440f72a108ab` · issuer key `iss:2482`	NO CHANGE	−$48.4K	$1.1M	$1.0M	3,480	3,480
—	share class as filed: CORE S&P MCP ETF · position key `pos:16868` · issuer key `iss:1012`	NO CHANGE	+$20.9K	$902K	$923K	13,666	13,666
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SHS BEN INT · position key `pos:15567` · issuer key `iss:1018`	NO CHANGE	−$231K	$1.0M	$791K	20,590	20,590
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:15940` · issuer key `iss:614`	NO CHANGE	−$162K	$940K	$778K	15,351	15,351
—	share class as filed: ESG AWR MSCI USA · position key `sid:sec:prov:b488cb5faaba6d66a8a9fd5a3f84f4af` · issuer key `cusip6:46435G`	NO CHANGE	−$41.5K	$818K	$776K	5,489	5,489
—	share class as filed: INTL EQTY ETF · position key `pos:12476` · issuer key `iss:1633`	NO CHANGE	+$17.5K	$593K	$610K	24,646	24,646
—	share class as filed: CLASS A COM · position key `sid:sec:prov:431d99b61e91bc00d72171223c54fba0` · issuer key `cusip6:37637K`	NO CHANGE	−$435K	$1.0M	$593K	27,397	27,397
—	share class as filed: S&P 100 ETF · position key `pos:17056` · issuer key `iss:1012`	NO CHANGE	−$43.9K	$605K	$561K	1,765	1,765
—	share class as filed: MSCI USA MIN VOL · position key `sid:sec:prov:ead4136001e20c053d7f45b14bcdc536` · issuer key `cusip6:46429B`	NO CHANGE	−$8.5K	$563K	$555K	5,981	5,981
—	share class as filed: EAFE SML CP ETF · position key `pos:12710` · issuer key `iss:1013`	NO CHANGE	+$5.8K	$510K	$516K	6,584	6,584
—	share class as filed: CORE S&P US VLU · position key `pos:11640` · issuer key `iss:1012`	NO CHANGE	−$1.5K	$514K	$513K	5,013	5,013
—	share class as filed: US EQUITY MARKET · position key `sid:sec:prov:795d93bd698aef36d86c0911c9c03979` · issuer key `cusip6:25434V`	NO CHANGE	−$23.0K	$523K	$500K	7,049	7,049
—	share class as filed: RUS 1000 ETF · position key `pos:12858` · issuer key `iss:1012`	NO CHANGE	−$23.5K	$520K	$496K	1,392	1,392
—	share class as filed: MSCI PAC JP ETF · position key `sid:sec:prov:1b5743af783a25466b9adb0437dd0e26` · issuer key `cusip6:464286`	NO CHANGE	+$22.8K	$432K	$455K	8,554	8,554
—	share class as filed: ADS · position key `sid:sec:prov:e0e45b4645ae7c8413921f5f3b49e363` · issuer key `cusip6:98422D`	NO CHANGE	−$69.7K	$446K	$376K	22,000	22,000
—	share class as filed: ISHARES SEMICDTR · position key `pos:17516` · issuer key `iss:1012`	NO CHANGE	+$30.5K	$334K	$365K	1,110	1,110
—	share class as filed: EUROPE ETF · position key `pos:16608` · issuer key `iss:1012`	NO CHANGE	−$3.0K	$309K	$306K	4,500	4,500
—	share class as filed: STATE STREET SPD · position key `pos:14990` · issuer key `iss:1602`	NO CHANGE	+$13.6K	$280K	$293K	2,009	2,009
—	share class as filed: SHS · position key `sid:sec:prov:a169db3bc5c1a1712255fa982183c448` · issuer key `cusip6:315948`	NO CHANGE	−$82.2K	$364K	$282K	4,780	4,780
—	share class as filed: S&P 500 CATHOLIC · position key `sid:sec:prov:0c613e0cc8ba1bf5fad8f218daf3395a` · issuer key `iss:2391`	NO CHANGE	−$15.0K	$277K	$262K	3,355	3,355
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:18169` · issuer key `iss:1577`	NO CHANGE	−$13.1K	$256K	$243K	1,500	1,500
—	share class as filed: MSCI EMERG MRKT · position key `sid:sec:prov:84f96e093242d9899cadc977f6a85007` · issuer key `cusip6:464286`	NO CHANGE	+$2.5K	$232K	$235K	3,628	3,628
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: ORD SHS · position key `pos:14381` · issuer key `iss:2293`	NO CHANGE	−$13.9K	$245K	$231K	15,436	15,436
—	share class as filed: US BRD MKT ETF · position key `pos:15909` · issuer key `iss:1633`	NO CHANGE	−$9.4K	$219K	$209K	8,340	8,340
—	share class as filed: COM · position key `sid:sec:prov:bb6b13cee90ddf6f941416441b7f5471` · issuer key `cusip6:09251A`	NO CHANGE	−$16.2K	$178K	$162K	18,811	18,811
—	share class as filed: SPONS ADR NEW · position key `sid:sec:prov:5ac59fa4255f27f3d7988d4df8d9ae11` · issuer key `cusip6:896438`	NO CHANGE	−$4.5K	$14.2K	$9.8K	18,000	18,000

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

239 issuers · 298 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

VANGUARD INDEX FDS

10 positions · 10 reported rows

Rows BECKER CAPITAL MANAGEMENT INC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$117M	267,987
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$88.2M	274,980
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$26.9M	303,513
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$15.6M	26,038
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$2.3M	11,697
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$921K	4,237
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$834K	4,523
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$757K	2,892
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$659K	2,205
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$473K	1,646

ticker not yet mapped

$254M

899,718

7.5%

—

ISHARES TR

25 positions · 25 reported rows

Rows BECKER CAPITAL MANAGEMENT INC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$87.2M	897,368
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$45.5M	365,673
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$15.3M	23,439
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$9.7M	39,067
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$9.3M	112,160
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$6.5M	48,804
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$5.0M	49,947
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$3.2M	25,201
ISHARES TR · SP SMCP600VL ETF CUSIP — src ↗	$3.0M	25,611
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$2.8M	6,545
ISHARES TR · S&P SML 600 GWT CUSIP — src ↗	$1.9M	12,801
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$1.8M	15,783
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$1.5M	9,807
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$1.4M	6,575
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$1.2M	12,144
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$934K	4,925
ISHARES TR · EXPND TEC SC ETF CUSIP — src ↗	$924K	7,800
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$923K	13,666
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$870K	8,761
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$561K	1,765
ISHARES TR · CORE S&P US VLU CUSIP — src ↗	$513K	5,013
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$496K	1,392
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$365K	1,110
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$349K	2,395
ISHARES TR · EUROPE ETF CUSIP — src ↗	$306K	4,500

ticker not yet mapped

$201M

1,702,252

5.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$156M

612,934

4.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$133M

358,900

3.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$103M

350,079

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows BECKER CAPITAL MANAGEMENT INC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$70.1M	243,663
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$7.3M	25,297

$77.3M

268,960

2.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$75.3M

604,952

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EMBRAER S.A. · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$73.8M

1,243,347

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$68.9M

81,476

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$68.5M

728,994

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$65.3M

338,682

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$63.4M

73,184

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$60.5M

247,678

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$60.0M

344,278

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$55.6M

267,126

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CIENA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$55.0M

141,669

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$53.1M

81,489

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$52.4M

253,375

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$50.6M

652,594

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEWMONT CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$50.6M

467,175

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$46.6M

48,434

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FIRSTENERGY CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$41.6M

821,382

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$38.6M

300,084

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALLSTATE CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$38.4M

184,391

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FLEXTRONICS INTL LTD · ORD CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$36.6M

558,598

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASTRAZENECA PLC · ORD CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$34.9M

176,914

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BAKER HUGHES COMPANY · CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$34.2M

560,281

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KINDER MORGAN INC DEL · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$33.0M

984,314

1.0%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows BECKER CAPITAL MANAGEMENT INC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$30.1M	62,874
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$2.9M	4

$33.0M

62,878

1.0%

—

ISHARES TR

3 positions · 3 reported rows

Rows BECKER CAPITAL MANAGEMENT INC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$22.9M	252,963
ISHARES TR · CORE 1 5 YR USD CUSIP 46432F859 src ↗	$9.7M	200,821
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$247K	1,290

ticker not yet mapped

$32.9M

455,074

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$32.8M

271,104

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIR PRODUCTS AND CHEMICALS I · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$31.8M

109,471

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SYSCO CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$30.8M

431,809

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$30.1M

85,675

0.9%

—

ISHARES INC

3 positions · 3 reported rows

Rows BECKER CAPITAL MANAGEMENT INC reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$25.9M	371,531
ISHARES INC · MSCI JAPAN ETF CUSIP — src ↗	$3.0M	34,946
ISHARES INC · MSCI TAIWAN ETF CUSIP — src ↗	$1.2M	16,422

ticker not yet mapped

$30.0M

422,899

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SAP SE · SPON ADR CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$29.7M

173,354

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAL DYNAMICS CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$28.5M

83,022

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$28.5M

196,999

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$28.1M

85,312

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

METHANEX CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$27.7M

465,863

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHUBB LTD SWITZ · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$27.6M

84,344

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

US BANCORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$26.4M

501,714

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$26.3M

524,584

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$25.8M

25,936

0.8%

—

ISHARES TR

9 positions · 9 reported rows

Rows BECKER CAPITAL MANAGEMENT INC reported for ISHARES TR, as it reported them
ISHARES TR · 3 7 YR TREAS BD CUSIP — src ↗	$8.5M	71,648
ISHARES TR · ISHS 5-10YR INVT CUSIP — src ↗	$8.0M	151,188
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$4.9M	92,415
ISHARES TR · SHRT NAT MUN ETF CUSIP — src ↗	$1.4M	12,741
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$1.1M	8,300
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$524K	4,935
ISHARES TR · EAFE SML CP ETF CUSIP — src ↗	$516K	6,584
ISHARES TR · ESG MSCI KLD 400 CUSIP — src ↗	$449K	3,709
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$403K	5,415

ticker not yet mapped

$25.8M

356,935

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOZONE INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$25.3M

7,486

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SANOFI SA · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$23.9M

496,394

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KONINKLIJKE PHILIPS N V · NY REGIS SHS NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$23.7M

863,809

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARRIER GLOBAL CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$23.5M

416,859

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTEL CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$23.4M

530,699

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$23.3M

96,169

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOUTHERN CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$23.0M

237,892

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$22.6M

234,799

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$21.9M

23,766

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$21.6M

60,377

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$20.9M

69,172

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$20.0M

34,986

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TE CONNECTIVITY PLC · ORD SHS CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$19.4M

92,613

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$18.9M

83,579

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TIMKEN CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$18.4M

182,875

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GROCERY OUTLET HLDG CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$18.2M

2,577,463

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHELL PLC · SPON ADS CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$17.6M

189,292

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KROGER CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$17.3M

239,300

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$16.8M

89,739

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRUKER CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$15.1M

416,548

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$14.4M

84,817

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$14.3M

293,082

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NIKE INC · CL B CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$14.2M

266,304

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$13.8M

490,446

0.4%

—

ISHARES TR

2 positions · 2 reported rows

Rows BECKER CAPITAL MANAGEMENT INC reported for ISHARES TR, as it reported them
ISHARES TR · ESG SELECT SCRE CUSIP 46436E569 src ↗	$12.2M	247,274
ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718 src ↗	$330K	3,281

ticker not yet mapped

$12.5M

250,555

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROOKFIELD RENEWABLE CORP · CL A EX SUB VTG CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$12.4M

311,977

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUEST DIAGNOSTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$12.3M

62,849

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$11.8M

38,104

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EMERSON ELEC CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$11.8M

89,693

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SERVICENOW INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$10.8M

103,543

0.3%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$10.7M

166,429

0.3%

—

VANGUARD INTL EQUITY INDEX F

3 positions · 3 reported rows

Rows BECKER CAPITAL MANAGEMENT INC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$5.4M	100,099
VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 src ↗	$4.9M	59,110
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$277K	2,000

ticker not yet mapped

$10.6M

161,209

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKSTONE INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$10.3M

89,608

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECOLAB INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.9M

37,067

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.6M

22,292

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCENTURE PLC IRELAND · SHS CLASS A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.3M

46,749

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.2M

55,746

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REALTY INCOME CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.2M

149,551

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BECTON DICKINSON & CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.6M

48,460

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PAYPAL HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.5M

166,536

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WASTE MGMT INC DEL · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.5M

28,344

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STARBUCKS CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$5.7M

63,453

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TELEFLEX INCORPORATED · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$5.1M

42,322

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$4.9M

6,872

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BAXTER INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$4.6M

271,603

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$4.3M

7,391

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DIAGEO PLC · SPON ADR NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$4.2M

56,902

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTPOWER INC · CLASS A COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$4.2M

34,720

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNILEVER PLC · SPON ADR NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$4.0M

68,778

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$3.9M

7,869

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAMB WESTON HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$3.8M

90,075

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILLIPS 66 · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$3.5M

19,191

0.1%

—

SCHWAB STRATEGIC TR

4 positions · 4 reported rows

Rows BECKER CAPITAL MANAGEMENT INC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$2.3M	80,231
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$610K	24,646
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$213K	7,325
SCHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$209K	8,340

ticker not yet mapped

$3.4M

120,542

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MEDTRONIC PLC · SHS CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$3.3M

37,281

0.1%

—

SELECT SECTOR SPDR TR

2 positions · 2 reported rows

Rows BECKER CAPITAL MANAGEMENT INC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$1.8M	29,744
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$1.4M	10,678

ticker not yet mapped

$3.2M

40,422

0.1%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 52.3%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 155 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 298 / 298median book 97.5 positions

312 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open BECKER CAPITAL MANAGEMENT INC's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.