BECKER CAPITAL MANAGEMENT INC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$2.6B

Holdings

272

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (272 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
732,837$142.1T5379289.13%
2
MSFTMICROSOFT CORP
397,617$135.4T5124079.11%
3
JPMJPMORGAN CHASE & CO
401,266$58.4T2208507.67%
4
VTIVANGUARD INDEX FDS
263,750$58.1T2198624.15%
5
VUGVANGUARD INDEX FDS
190,164$53.8T2036280.64%
6
EMBJEMBRAER S.A.
3,183,421$49.2T1862459.19%
7
IJRISHARES TR
458,563$45.7T1729255.47%
8
MCKMCKESSON CORP
106,781$45.7T1728882.11%
9
SCHWSCHWAB CHARLES CORP
791,902$44.9T1698574.73%
10
WMTWALMART INC
283,917$44.6T1688775.75%
11
SPYSPDR S&P 500 ETF TR
99,386$44.2T1673349.36%
12
CSCOCISCO SYS INC
830,030$42.9T1625186.61%
13
JNJJOHNSON & JOHNSON
256,064$42.4T1603919.38%
14
MRKMERCK & CO INC
348,147$40.4T1529751.32%
15
IEMGISHARES INC
793,798$39.1T1480649.01%
16
BLKCHFBLACKROCK INC
55,997$38.7T1464579.64%
17
GOOGLALPHABET INC
321,715$38.5T1457298.99%
18
CVXCHEVRON CORP NEW
233,911$36.8T1392838.29%
19
GSGOLDMAN SACHS GROUP INC
109,769$35.4T1339815.43%
20
PFEPFIZER INC
957,755$35.1T1329435.00%
21
MDTMEDTRONIC PLC
387,888$34.4T1303253.91%
22
QCOMQUALCOMM INC
284,765$33.9T1282810.67%
23
PGPROCTER AND GAMBLE CO
220,972$33.5T1268879.68%
24
HDHOME DEPOT INC
107,552$33.4T1264328.81%
25
CRMSALESFORCE INC
154,780$32.7T1237414.83%
26
AMZNAMAZON COM INC
247,208$32.2T1219523.21%
27
BACVERIZON COMMUNICATIONS INC
837,287$31.1T1178376.14%
28
SAPSAP SE
220,841$30.2T1143354.11%
29
FEFIRSTENERGY CORP
762,100$29.6T1121299.06%
30
PHGKONINKLIJKE PHILIPS N V
1,358,608$29.5T1115159.33%
31
SNYSANOFI
544,756$29.4T1111153.33%
32
AZNASTRAZENECA PLC
395,300$28.3T1070633.99%
33
RTXRAYTHEON TECHNOLOGIES CORP
276,624$27.1T1025468.09%
34
PYPLPAYPAL HLDGS INC
398,267$26.6T1005723.61%
35
NEMNEWMONT CORP
616,349$26.3T995017.92%
36
ALSALLSTATE CORP
225,507$24.8T937972.03%
37
LWLAMB WESTON HLDGS INC
210,816$24.2T917055.79%
38
BKRBAKER HUGHES COMPANY
762,922$24.1T912615.43%
39
AMGNAMGEN INC
106,363$23.6T893643.70%
40
APDAIR PRODS & CHEMS INC
77,804$23.4T887060.07%
41
ALKALASKA AIR GROUP INC
438,438$23.3T882347.62%
42
BRK/BBERKSHIRE HATHAWAY INC DEL
68,031$23.2T877898.75%
43
DISDISNEY WALT CO
253,919$22.7T857891.94%
44
BLKBBLACKBAUD INC
317,100$22.6T854156.44%
45
MEOHMETHANEX CORP
539,502$22.3T844605.42%
46
CARRCARRIER GLOBAL CORPORATION
442,154$22.1T834835.69%
47
EFAISHARES TR
299,171$21.7T820807.25%
48
USBUS BANCORP DEL
642,796$21.5T815402.93%
49
GDGENERAL DYNAMICS CORP
99,115$21.3T806985.97%
50
AZOAUTOZONE INC
8,476$21.1T799759.02%
51
FFORD MTR CO DEL
1,395,708$21.1T799128.40%
52
TELTE CONNECTIVITY LTD
150,197$21.1T796651.82%
53
KMIKINDER MORGAN INC DEL
1,212,047$20.9T789833.99%
54
ACNACCENTURE PLC IRELAND
65,318$20.2T762752.89%
55
FLEXFLEX LTD
727,806$20.1T761266.76%
56
CIENCIENA CORP
471,107$20.0T757511.96%
57
ULUNILEVER PLC
370,511$19.3T730923.92%
58
AQLTISHARES TR
269,898$18.2T689424.38%
59
DGXQUEST DIAGNOSTICS INC
126,336$17.8T672005.79%
60
WBDWARNER BROS DISCOVERY INC
1,394,462$17.5T661740.06%
61
VGKVANGUARD INTL EQUITY INDEX F
261,905$16.2T611522.11%
62
CBCHUBB LIMITED
82,660$16.0T605034.30%
63
CVSCVS HEALTH CORP
222,829$15.4T582936.31%
64
VVISA INC
63,407$15.1T569837.06%
65
SBUXSTARBUCKS CORP
149,886$14.8T561880.42%
66
KRKROGER CO
313,879$14.8T558268.75%
67
VNQVANGUARD INDEX FDS
172,801$14.6T552488.14%
68
SHELSHELL PLC
235,756$14.2T538689.72%
69
COSTCOSTCO WHSL CORP NEW
25,837$13.9T526392.13%
70
COLMCOLUMBIA SPORTSWEAR CO
176,766$13.7T516683.03%
71
BDXBECTON DICKINSON & CO
51,471$13.6T514240.39%
72
VENVENTAS INC
278,156$13.3T502314.16%
73
ETNEATON CORP PLC
63,907$12.9T486344.16%
74
BACBANK AMERICA CORP
439,127$12.6T476779.85%
75
IPINTERNATIONAL PAPER CO
391,092$12.4T470788.47%
76
OREALTY INCOME CORP
198,685$11.9T451468.74%
77
SOSOUTHERN CO
161,279$11.3T428753.18%
78
MOHMOLINA HEALTHCARE INC
37,455$11.3T426978.17%
79
ICEINTERCONTINENTAL EXCHANGE IN
99,479$11.2T425696.85%
80
EMREMERSON ELEC CO
117,786$10.6T402900.01%
81
MGAMAGNA INTL INC
183,075$10.3T391020.25%
82
BXBLACKSTONE INC
107,537$10.0T378341.47%
83
WYWEYERHAEUSER CO MTN BE
287,354$9.6T364397.05%
84
XOMEXXON MOBIL CORP
83,415$8.9T338551.44%
85
ECLECOLAB INC
45,272$8.5T320746.06%
86
IVVISHARES TR
16,054$7.2T270788.24%
87
MMM3M CO
64,924$6.5T245911.11%
88
IWMISHARES TR
33,128$6.2T234772.19%
89
SHYISHARES TR
66,646$5.4T204488.08%
90
DWDMORGAN STANLEY
62,543$5.3T202124.91%
91
IJJISHARES TR
48,804$5.2T197856.24%
92
UNPUNION PAC CORP
24,499$5.0T189862.37%
93
VEAVANGUARD TAX-MANAGED FDS
108,541$5.0T189684.74%
94
IGIBISHARES TR
98,411$5.0T188329.21%
95
UNHUNITEDHEALTH GROUP INC
10,183$4.9T185216.18%
96
TMOTHERMO FISHER SCIENTIFIC INC
9,080$4.7T179393.50%
97
GOOGALPHABET INC
38,688$4.7T177107.61%
98
BEPCBROOKFIELD RENEWABLE CORP
142,124$4.5T169526.22%
99
XVVISHARES TR
120,629$4.1T154365.22%
100
IJKISHARES TR
53,772$4.0T152616.20%
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