Becker Capital Management Inc.
Annual return '25
+11.4%
SPY '25
+17.7%
Alpha
-6.3ptsvs SPY
Invested
$6.8B
Holdings
297
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 88.6% (617.6k → 70.3k shares)
4.7%
02
$MSFT
MICROSOFT CORP
Q1 2026: Sold 87.6% (349.3k → 43.3k shares)
4.0%
03
$VUG
VANGUARD INDEX FDS
Q1 2026: Exited (was 257.2k shares)
3.5%
04
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 99.7% (356.6k → 1.0k shares)
3.1%
05
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 99.6% (269.8k → 997 shares)
2.7%
06
$EFA
ISHARES TR
Q1 2026: Exited (was 821.6k shares)
2.6%
07
$WMT
WALMART INC
Q1 2026: Sold 99.6% (625.7k → 2.3k shares)
2.3%
08
$EMBJ
EMBRAER S.A.
Q1 2026: Exited (was 1.34M shares)
2.2%
09
$GOOGL
ALPHABET INC
Q1 2026: Sold 67.8% (233.3k → 75.0k shares)
2.1%
10
$GS
GOLDMAN SACHS GROUP INC
Q1 2026: Exited (was 83.7k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:36 UTC.