BV

Becker Value Equity Fund | BVEFX

Mutual Fund
PROFESSIONALLY MANAGED PORTFOLIOS
Last update 2025-06-28 52 Stocks (2 new)
Value $89.00 Mil Turnover 6 %
Countries:
Top Holdings: BRK.B(4.03%)JPM(3.53%)SO(3.34%)SCHW(3.27%)FE(3.23%)
Summary Stock Picks Current Portfolio
Becker Value Equity Fund Top Holdings of 2025-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
6,720
3,583.4
-10.64%
4.030
-0.39%
0.000
-10.63%
+4.13%
1,016,473.1
Insurance
JPM
JPMorgan Chase & Co
12,815
3,134.8
-16.05%
3.530
-0.68%
0.000
+23.70%
+21.67%
797,572.3
Banks
SO
Southern Co
32,295
2,967.6
+5.47%
3.340
+0.17%
0.000
+2.57%
+14.37%
101,855.9
Utilities - Regulated
SCHW
Charles Schwab Corp
35,730
2,908.4
0%
3.270
0%
0.000
+19.76%
+25.32%
167,424.7
Capital Markets
FE
FirstEnergy Corp
66,876
2,867.6
0%
3.230
0%
0.010
-0.13%
+4.14%
23,412.3
Utilities - Regulated
BLK
BlackRock Inc
3,135
2,866.2
0%
3.230
0%
0.000
+17.69%
+2.56%
161,140.3
Asset Management
CSCO
Cisco Systems Inc
46,600
2,690.2
-13.78%
3.030
-0.47%
0.000
+18.37%
+15.92%
266,527.7
Hardware
CB
Chubb Ltd
9,310
2,663.4
0%
3.000
0%
0.000
-2.58%
+0.73%
110,815.0
Insurance
RTX
RTX Corp
19,071
2,405.4
-8.97%
2.710
-0.25%
0.000
+16.51%
+30.17%
199,212.1
Aerospace & Defense
MCK
McKesson Corp
3,370
2,402.1
0%
2.700
0%
0.000
+2.89%
+25.23%
88,957.7
Medical Distribution

Becker Value Equity Fund's Historical Top Holdings Breakdowns

Becker Value Equity Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GOOGL
Alphabet Inc
2025-04-30
Sold Out
Sold Out
-1.56%
●
144.7 ($168.14) 206.38
$183.12
8.91%
Sold Out
0
-7,415
NKE
Nike Inc
2025-04-30
Add
Add
+1.46%
●
53.27 ($68.13) 81.72
$72.13
5.86%
Add 249.32%
32,330
23,075
CRM
Salesforce Inc
2025-04-30
Reduce
Reduce
-1.20%
●
236.26 ($285.96) 347.93
$258.67
-9.54%
Reduce -52.19%
3,105
-3,390
META
Meta Platforms Inc
2025-04-30
New Buy
New Buy
+1.17%
●
484.66 ($612.43) 736.67
$715.29
16.80%
New holding
1,895
1,895
GS
The Goldman Sachs Group Inc
2025-04-30
Reduce
Reduce
-1.12%
●
462.22 ($570.89) 672.19
$707.03
23.85%
Reduce -47.04%
1,914
-1,700
HD
The Home Depot Inc
2025-04-30
Reduce
Reduce
-1.08%
●
335.24 ($373.69) 416.36
$364.30
-2.51%
Reduce -35.25%
4,656
-2,535
PFE
Pfizer Inc
2025-04-30
Sold Out
Sold Out
-1.04%
●
21.59 ($24.91) 26.74
$24.98
0.28%
Sold Out
0
-37,990
MCHP
Microchip Technology Inc
2025-04-30
New Buy
New Buy
+0.99%
●
35.34 ($50.62) 64.3
$74.15
46.48%
New holding
19,160
19,160
JPM
JPMorgan Chase & Co
2025-04-30
Reduce
Reduce
-0.68%
●
210.28 ($248.02) 279.95
$286.99
15.71%
Reduce -16.05%
12,815
-2,450
INTC
Intel Corp
2025-04-30
Add
Add
+0.63%
●
18.13 ($21.82) 27.39
$23.39
7.17%
Add 81.83%
62,150
27,970

Becker Value Equity Fund Total Holding History ($B)

To

Becker Value Equity Fund's Asset Allocation

To

Becker Value Equity Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Becker Value Equity Fund's Hypothetical Growth since 2025-04-30

Becker Value Equity Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Becker Value Equity Fund's Holdings Heat Map

Size field:

Becker Value Equity Fund's Holdings Bubble Chart

Becker Value Equity Fund News

  • 1

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