Sign In
test

Stephanie L. Moyer

Becker Capital Management Inc

Assets Managed
$3.402B
Holdings
298
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-2.66%(2Q avg: -0.27%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Becker Capital Management Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 298 positions.

Assets under management

The assets under management (AUM) of Becker Capital Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.402B in assets, with a quarterly growth rate of -2.66% and a 2-quarter average growth rate of -0.27%. The portfolio is managed by Stephanie L. Moyer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.74%
4.58%
$155.557M
612,934 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.76%
3.91%
$132.854M
358,900 shares@ $370.18 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 4.19%
3.45%
$117.054M
267,987 shares@ $436.8 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.83%
3.03%
$102.979M
350,079 shares@ $294.16 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.91%
2.6%
$88.216M
274,980 shares@ $320.82 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 9.23%
2.57%
$87.161M
897,368 shares@ $97.14 avg price
WMT
Walmart Inc
Recent Activity
Decreased -3.31%
2.22%
$75.333M
604,952 shares@ $124.53 avg price
ERJ
Embraer Sa-spon Adr
Recent Activity
Decreased -7%
2.17%
$73.78M
1.243M shares@ $59.35 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 4.44%
2.06%
$70.068M
243,663 shares@ $287.57 avg price
GS
Goldman Sachs Group Inc
Recent Activity
Decreased -2.67%
2.03%
$68.928M
81,476 shares@ $845.99 avg price

1-10 of 298