BECKER CAPITAL MANAGEMENT INC Q2 2020 Filing

Filed August 11, 2020

Portfolio Value

$1.8T

Holdings

166

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (166 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP COM
449,008$91.4B5.18%
2
AAPLAPPLE COMPUTER INC COM
202,415$73.8B4.18%
3
KRKROGER CO
1,324,485$44.8B2.54%
4
JPMJP MORGAN CHASE & CO
459,334$43.2B2.45%
5
CSCOCISCO SYS INC COM
887,911$41.4B2.35%
6
INTCINTEL CORP COM
686,759$41.1B2.33%
7
WMTWALMART INC
305,874$36.6B2.08%
8
JNJJOHNSON & JOHNSON COM
258,599$36.4B2.06%
9
TAT&T INC
1,168,772$35.3B2.00%
10
AZNASTRAZENECA PLC
650,051$34.4B1.95%
11
PFEPFIZER INC COM
1,003,494$32.8B1.86%
12
7HPHP INC
1,748,491$30.5B1.73%
13
GILDGILEAD SCIENCES INC
387,302$29.8B1.69%
14
MRKMERCK & CO INC COM
383,312$29.6B1.68%
15
QCOMQUALCOMM INC
322,121$29.4B1.66%
16
DISDISNEY WALT CO COM
260,872$29.1B1.65%
17
CIENCIENA CORP
520,593$28.2B1.60%
18
USBUS BANCORP
763,427$28.1B1.59%
19
PGPROCTER & GAMBLE CO COM
233,046$27.9B1.58%
20
SCHWCHARLES SCHWAB CORP
816,170$27.5B1.56%
21
HDHOME DEPOT INC
108,429$27.2B1.54%
22
WYWEYERHAEUSER CO COM
1,160,815$26.1B1.48%
23
GSGOLDMAN SACHS GROUP INC
130,796$25.8B1.46%
24
ALSALLSTATE CORP COM
263,231$25.5B1.45%
25
0VVBVIACOMCBS INC
1,081,770$25.2B1.43%
26
AMGNAMGEN INC COM
105,259$24.8B1.41%
27
MCKMCKESSON CORP
159,602$24.5B1.39%
28
AIGAMERICAN INTL GROUP COM
767,978$23.9B1.36%
29
TELTE CONNECTIVITY LTD
292,841$23.9B1.35%
30
BACBANK OF AMERICA CORP
998,306$23.7B1.34%
31
BLKCHFBLACKROCK INC
42,242$23.0B1.30%
32
NEMNEWMONT CORP
352,159$21.7B1.23%
33
RTXRAYTHEON TECHNOLOGIES CORP
339,894$20.9B1.19%
34
CRMSALESFORCE.COM INC
110,850$20.8B1.18%
35
FRCBFIRST REPUBLIC BANK CA
186,510$19.8B1.12%
36
FLEXFLEX LTD
1,876,508$19.2B1.09%
37
GDGENERAL DYNAMICS CORP COM
127,096$19.0B1.08%
38
VODVODAFONE GROUP PLC
1,177,023$18.8B1.06%
39
TRVCCITIGROUP INC COM
362,597$18.5B1.05%
40
MDTMEDTRONIC PLC
195,339$17.9B1.01%
41
CVXCHEVRON CORP
200,030$17.8B1.01%
42
MGAMAGNA INTERNATIONAL CL A
398,748$17.8B1.01%
43
FDXFEDEX CORPORATION
125,641$17.6B1.00%
44
YUSDALLEGHANY CORP
35,618$17.4B0.99%
45
IPINTERNATIONAL PAPER CO
492,672$17.3B0.98%
46
COHREURCOHERENT INC
130,052$17.0B0.96%
47
BRK/BBERKSHIRE HATHAWAY INC
95,316$17.0B0.96%
48
FFORD MTR CO DEL COM
2,604,498$15.8B0.90%
49
ACNACCENTURE LTD CL A
73,236$15.7B0.89%
50
PORPORTLAND GENERAL ELECTRIC
373,822$15.6B0.89%
51
HHC*HOWARD HUGHES CORP
295,207$15.3B0.87%
52
CVSCVS HEALTH CORP
234,408$15.2B0.86%
53
STAYUSDEXTENDED STAY AMERICA INC
1,351,132$15.1B0.86%
54
ULUNILEVER PLC SPONS ADR
273,650$15.0B0.85%
55
BDXBECTON DICKINSON & COMPANY
60,332$14.4B0.82%
56
DGXQUEST DIAGNOSTICS
126,234$14.4B0.81%
57
BKRBAKER HUGHES CO
892,220$13.7B0.78%
58
RDS/AROYAL DUTCH SHELL PLC ADR A
373,110$12.2B0.69%
59
AGREURAVANGRID INC
280,796$11.8B0.67%
60
CBCHUBB LTD
73,887$9.4B0.53%
61
KELKELLOGG CO COM
140,243$9.3B0.52%
62
DISCKUSDDISCOVERY COMMUNICATIONS C
473,705$9.1B0.52%
63
SBUXSTARBUCKS CORP COM
122,494$9.0B0.51%
64
TAPMOLSON COORS BEVERAGE CO
258,159$8.9B0.50%
65
VVISA INC CL A
44,610$8.6B0.49%
66
COSTCOSTCO WHOLESALE
27,744$8.4B0.48%
67
EMBJEMBRAER SA-SPON ADR
1,393,334$8.3B0.47%
68
FEFIRSTENERGY CORP COM
212,367$8.2B0.47%
69
MEOHMETHANEX CORP
454,483$8.2B0.47%
70
MSGSMADISON SQUARE GARDEN SPORTS C
55,667$8.2B0.46%
71
SOSOUTHERN CO COM
152,781$7.9B0.45%
72
MMM3M CO
50,027$7.8B0.44%
73
IMAIMAX CORP
686,358$7.7B0.44%
74
LEGLEGGETT & PLATT INC
192,027$6.8B0.38%
75
CATCATERPILLAR INC DEL COM
50,089$6.3B0.36%
76
INGRINGREDION INC
73,105$6.1B0.34%
77
BXBLACKSTONE GROUP INC
102,210$5.8B0.33%
78
DOCHEALTHPEAK PROPERTIES INC
204,680$5.6B0.32%
79
DWDMORGAN STANLEY
109,919$5.3B0.30%
80
WBAWALGREEN BOOTS ALLIANCE, INC
122,380$5.2B0.29%
81
APDAIR PRODS & CHEMS INC COM
19,808$4.8B0.27%
82
UNPUNION PAC CORP COM
26,182$4.4B0.25%
83
SLBSCHLUMBERGER LTD COM
237,204$4.4B0.25%
84
TSNTYSON FOODS INC
71,075$4.2B0.24%
85
PSXPHILLIPS 66
47,703$3.4B0.19%
86
TMOTHERMO FISHER SCIENTIFIC INC
9,139$3.3B0.19%
87
MRSHMARSH & MCLENNAN COS
27,154$2.9B0.17%
88
COLMCOLUMBIA SPORTSWEAR CO
34,737$2.8B0.16%
89
CNCCENTENE CORP
42,155$2.7B0.15%
90
BABOEING CO COM
13,792$2.5B0.14%
91
XOMEXXON MOBIL CORPORATION
55,404$2.5B0.14%
92
UNHUNITEDHEALTH GROUP INC
8,128$2.4B0.14%
93
STTSTATE STREET CORP
37,228$2.4B0.13%
94
ABBVABBVIE INC
18,088$1.8B0.10%
95
GOOGALPHABET INC CL C
1,169$1.7B0.09%
96
CDPCORPORATE OFFICE PROPERTIES CO
58,898$1.5B0.08%
97
NKENIKE INC CL B
14,957$1.5B0.08%
98
NWLNEWELL BRANDS INC
82,240$1.3B0.07%
99
PHGKONINKLIJKE PHILIPS
27,600$1.3B0.07%
100
PEPPEPSICO INC COM
9,596$1.3B0.07%
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