Becker Equity Fund Institutional Class (BVEIX) - Large Value fund with $103.56 Million in assets. The fund allocates 25.50% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Berkshire Hathaway Inc at 3.68% of total assets. This is followed by JPMorgan Chase Co (3.81%) and BlackRock Inc (None).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Berkshire Hathaway Inc | 3.68% | - | - |
| JPMorgan Chase Co | 3.81% | - | - |
| BlackRock Inc | None | - | - |
| RTX Corp | 3.03% | - | - |
| Newmont Corp | None | - | - |
| Carrier Global Corp | 2.96% | - | - |
| Goldman Sachs Group Inc/The | 3.03% | - | - |
| Cisco Systems Inc | 3.30% | - | - |
| Chubb Ltd | 2.84% | - | - |
| Southern Co/The | 2.85% | - | - |
| Blackrock Inc | 3.46% | - | - |
| First American Treasury Obligations Fund | 3.12% | - | - |
| Home Depot Inc/The | 2.99% | - | - |
| FirstEnergy Corp | 3.12% | - | - |
| Charles Schwab Corp/The | 3.66% | - | - |
| Air Products and Chemicals Inc | 2.80% | - | - |
| Eaton Corp PLC | 2.64% | - | - |
| Alphabet Inc | 4.00% | - | - |
| Johnson Johnson | 2.89% | - | - |
| Amazon.com Inc | 2.82% | - | - |