1y return+18.5%S&P 500 +20.9%
3y return+55.5%S&P 500 +68.5%
5y return+55.4%S&P 500 +74.5%
10y return+156.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $257 against $357 in the S&P 500.2
Becker Capital Management IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $183.8M | 4.9% | +3.6% |
| VUGVanguard Index Fds | $143.0M | 3.8% | +3.2% |
| MSFTMicrosoft Corp | $141.5M | 3.8% | +5.7% |
| JPMJpmorgan Chase & Co | $113.7M | 3.1% | |
| EFAIshares Tr | $96.5M | 2.6% | +3.6% |
| VTIVanguard Index Fds | $96.3M | 2.6% | −5.4% |
| Flex LtdCUSIP Y2573F102 | $86.0M | 2.3% | −5.0% |
| GOOGLAlphabet Inc | $85.1M | 2.3% | −2.3% |
| GSGoldman Sachs Group Inc | $78.5M | 2.1% | −4.7% |
| EMBJEmbraer S.a. | $77.7M | 2.1% | −2.1% |
| CSCOCisco Sys Inc | $72.7M | 2.0% | −5.1% |
| AMZNAmazon Com Inc | $70.7M | 1.9% | +11.0% |
| NVDANvidia Corporation | $69.1M | 1.9% | |
| SCHWSchwab Charles Corp | $68.1M | 1.8% | +1.2% |
| WMTWalmart Inc | $68.0M | 1.8% | |
| RTXRtx Corporation | $63.8M | 1.7% | |
| JNJJohnson & Johnson | $62.5M | 1.7% | |
| CIENCiena Corp | $62.3M | 1.7% | −10.3% |
| SPYState Str Spdr S&p 500 Etf T | $60.1M | 1.6% | −1.4% |
| MCKMckesson Corp | $54.9M | 1.5% | |
| QCOMQualcomm Inc | $52.8M | 1.4% | −4.8% |
| IJRIshares Tr | $49.7M | 1.3% | −8.3% |
| BLKBlackrock Inc | $46.4M | 1.2% | |
| INTCIntel Corp | $44.4M | 1.2% | −40.0% |
| ALLAllstate Corp | $43.6M | 1.2% | −1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2022 | +1548.3% | $69.1M |
| Flex LtdCUSIP Y2573F102 | June 30, 2020 | +1481.2% | $86.0M |
| EMBJEmbraer S.a. | June 30, 2020 | +966.8% | $77.7M |
| CIENCiena Corp | June 30, 2020 | +805.8% | $62.3M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $29.7M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $78.5M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $85.1M |
| MCKMckesson Corp | June 30, 2020 | +392.5% | $54.9M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $113.7M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $183.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $18.9M
- ADBEAdobe Inc was $2.2M
- Hologic IncCUSIP 436440101 was $794K
- JEPQJ P Morgan Exchange Traded F was $730K
- MKCMccormick & Co Inc was $510K
- DSIIshares Tr was $449K
- CMCSAComcast Corp New was $413K
- ZTSZoetis Inc was $373K
- IDAIdacorp Inc was $358K
- BSXBoston Scientific Corp was $230K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.8% | +14.8% |
| March 31, 2026 | −1.1% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +7.2% | +10.5% |
| March 31, 2025 | −1.1% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | +1.4% | +4.0% |
| March 31, 2024 | +7.2% | +10.0% |
| December 31, 2023 | +10.7% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +3.3% | +7.0% |
| December 31, 2022 | +11.8% | +7.1% |
| September 30, 2022 | −7.3% | −5.3% |
| June 30, 2022 | −14.7% | −16.5% |
| March 31, 2022 | −3.6% | −4.9% |
| December 31, 2021 | +9.4% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Becker Capital Management Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=799004&type=13F-HR&dateb=&owner=include&count=40CIK 799004
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/799004/000194104026000493/Filed July 31, 2026 · accession 0001941040-26-000493