Long-term investor

Becker Capital Management Inc. @beckercapitalmanagementi

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000799004).

Record

  • Tracked since 2025-06-30 (446 days), 33 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.8% · 6 months n/a · 1 year +14.0% · all +14.0%
  • Max drawdown n/a · win rate 34% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 4.9% · long · since 2025-06-30
  • 922908736 · 3.8% · long · since 2025-06-30
  • MSFT · 3.8% · long · since 2025-06-30
  • JPM · 3.1% · long · since 2025-06-30
  • 464287465 · 2.6% · long · since 2025-06-30
  • 922908769 · 2.6% · long · since 2025-06-30
  • FLEX · 2.3% · long · since 2025-06-30
  • GOOGL · 2.3% · long · since 2025-06-30
  • GS · 2.1% · long · since 2025-06-30
  • EMBJ · 2.1% · long · since 2025-06-30
  • CSCO · 2.0% · long · since 2025-06-30
  • AMZN · 1.9% · long · since 2025-06-30

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