BECKER CAPITAL MANAGEMENT INC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$3.2T
Holdings
278
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (278 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 361,555 | $179.8B | 5.60% | |
| 2 | AAPLAPPLE INC | 628,239 | $128.9B | 4.02% | |
| 3 | JPMJPMORGAN CHASE & CO. | 374,702 | $108.6B | 3.39% | |
| 4 | VUGVANGUARD INDEX FDS | 239,068 | $104.9B | 3.27% | |
| 5 | EMBJEMBRAER S.A. | 1,496,693 | $85.2B | 2.65% | |
| 6 | VTIVANGUARD INDEX FDS | 265,307 | $80.9B | 2.52% | |
| 7 | SCHWSCHWAB CHARLES CORP | 755,839 | $69.0B | 2.15% | |
| 8 | EFAISHARES TR | 757,211 | $67.7B | 2.11% | |
| 9 | WMTWALMART INC | 667,285 | $65.2B | 2.03% | |
| 10 | GSGOLDMAN SACHS GROUP INC | 87,360 | $61.8B | 1.93% | |
| 11 | AMZNAMAZON COM INC | 272,084 | $59.7B | 1.86% | |
| 12 | MCKMCKESSON CORP | 80,958 | $59.4B | 1.85% | |
| 13 | SPYSPDR S&P 500 ETF TR | 92,609 | $57.4B | 1.79% | |
| 14 | RTXRTX CORPORATION | 371,017 | $54.2B | 1.69% | |
| 15 | BLKBLACKROCK INC | 50,449 | $52.9B | 1.65% | |
| 16 | NVDANVIDIA CORPORATION | 326,766 | $51.6B | 1.61% | |
| 17 | SAPSAP SE | 169,738 | $51.6B | 1.61% | |
| 18 | CSCOCISCO SYS INC | 706,534 | $49.0B | 1.53% | |
| 19 | IJRISHARES TR | 414,585 | $45.3B | 1.41% | |
| 20 | QCOMQUALCOMM INC | 279,048 | $44.4B | 1.39% | |
| 21 | JNJJOHNSON & JOHNSON | 260,197 | $39.7B | 1.24% | |
| 22 | GOOGLALPHABET INC | 224,868 | $39.6B | 1.24% | |
| 23 | ALSALLSTATE CORP | 193,366 | $39.1B | 1.22% | |
| 24 | CVXCHEVRON CORP NEW | 248,707 | $35.6B | 1.11% | |
| 25 | CRMSALESFORCE INC | 129,397 | $35.3B | 1.10% | |
| 26 | SYYSYSCO CORP | 462,590 | $35.0B | 1.09% | |
| 27 | NEMNEWMONT CORP | 579,424 | $33.8B | 1.05% | |
| 28 | HDHOME DEPOT INC | 91,667 | $33.6B | 1.05% | |
| 29 | APDAIR PRODS & CHEMS INC | 116,321 | $32.8B | 1.02% | |
| 30 | PGPROCTER AND GAMBLE CO | 204,835 | $32.6B | 1.02% | |
| 31 | FEFIRSTENERGY CORP | 806,771 | $32.5B | 1.01% | |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 64,714 | $31.4B | 0.98% | |
| 33 | DISDISNEY WALT CO | 242,975 | $30.1B | 0.94% | |
| 34 | FLEXFLEX LTD | 601,828 | $30.0B | 0.94% | |
| 35 | KMIKINDER MORGAN INC DEL | 1,005,961 | $29.6B | 0.92% | |
| 36 | AZOAUTOZONE INC | 7,953 | $29.5B | 0.92% | |
| 37 | CARRCARRIER GLOBAL CORPORATION | 403,170 | $29.5B | 0.92% | |
| 38 | VNQVANGUARD INDEX FDS | 315,178 | $28.1B | 0.87% | |
| 39 | SNYSANOFI | 568,400 | $27.5B | 0.86% | |
| 40 | COSTCOSTCO WHSL CORP NEW | 26,510 | $26.2B | 0.82% | |
| 41 | AZNASTRAZENECA PLC | 373,347 | $26.1B | 0.81% | |
| 42 | USBUS BANCORP DEL | 545,790 | $25.0B | 0.78% | |
| 43 | AMGNAMGEN INC | 89,218 | $24.9B | 0.78% | |
| 44 | METAMETA PLATFORMS INC | 33,395 | $24.6B | 0.77% | |
| 45 | BACVERIZON COMMUNICATIONS INC | 569,144 | $24.6B | 0.77% | |
| 46 | CBCHUBB LIMITED | 83,927 | $24.4B | 0.76% | |
| 47 | IEMGISHARES INC | 406,219 | $24.4B | 0.76% | |
| 48 | PYPLPAYPAL HLDGS INC | 327,364 | $24.3B | 0.76% | |
| 49 | GDGENERAL DYNAMICS CORP | 83,379 | $24.3B | 0.76% | |
| 50 | MRKMERCK & CO INC | 303,925 | $24.3B | 0.76% | |
| 51 | BKRBAKER HUGHES COMPANY | 606,814 | $23.3B | 0.73% | |
| 52 | VVISA INC | 63,499 | $22.5B | 0.70% | |
| 53 | ETNEATON CORP PLC | 62,594 | $22.3B | 0.70% | |
| 54 | PHGKONINKLIJKE PHILIPS N V | 911,455 | $21.9B | 0.68% | |
| 55 | SOSOUTHERN CO | 234,052 | $21.5B | 0.67% | |
| 56 | NKENIKE INC | 276,109 | $19.7B | 0.61% | |
| 57 | INTCINTEL CORP | 870,578 | $19.5B | 0.61% | |
| 58 | HONHONEYWELL INTL INC | 83,460 | $19.4B | 0.61% | |
| 59 | MEOHMETHANEX CORP | 563,609 | $18.7B | 0.58% | |
| 60 | KRKROGER CO | 256,290 | $18.4B | 0.57% | |
| 61 | CIENCIENA CORP | 222,978 | $18.1B | 0.57% | |
| 62 | DEODIAGEO PLC | 176,816 | $17.8B | 0.56% | |
| 63 | TELTE CONNECTIVITY PLC | 105,021 | $17.7B | 0.55% | |
| 64 | LLYELI LILLY & CO | 20,324 | $15.8B | 0.49% | |
| 65 | TKRTIMKEN CO | 213,805 | $15.5B | 0.48% | |
| 66 | AQLTISHARES TR | 185,444 | $15.5B | 0.48% | |
| 67 | IVVISHARES TR | 24,803 | $15.4B | 0.48% | |
| 68 | BAXBAXTER INTL INC | 500,823 | $15.3B | 0.48% | |
| 69 | SHELSHELL PLC | 214,758 | $15.1B | 0.47% | |
| 70 | BXBLACKSTONE INC | 91,881 | $13.7B | 0.43% | |
| 71 | OREALTY INCOME CORP | 231,068 | $13.3B | 0.41% | |
| 72 | MOHMOLINA HEALTHCARE INC | 43,496 | $13.0B | 0.40% | |
| 73 | ACNACCENTURE PLC IRELAND | 42,811 | $12.8B | 0.40% | |
| 74 | DGXQUEST DIAGNOSTICS INC | 65,252 | $11.7B | 0.37% | |
| 75 | EMREMERSON ELEC CO | 86,437 | $11.5B | 0.36% | |
| 76 | BACBANK AMERICA CORP | 235,317 | $11.1B | 0.35% | |
| 77 | XVVISHARES TR | 226,954 | $10.8B | 0.34% | |
| 78 | XOMEXXON MOBIL CORP | 98,632 | $10.6B | 0.33% | |
| 79 | ECLECOLAB INC | 37,316 | $10.1B | 0.31% | |
| 80 | GOGROCERY OUTLET HLDG CORP | 776,285 | $9.6B | 0.30% | |
| 81 | PFEPFIZER INC | 379,966 | $9.2B | 0.29% | |
| 82 | AVGOBROADCOM INC | 32,667 | $9.0B | 0.28% | |
| 83 | VEAVANGUARD TAX-MANAGED FDS | 147,208 | $8.4B | 0.26% | |
| 84 | BDXBECTON DICKINSON & CO | 48,269 | $8.3B | 0.26% | |
| 85 | BEPCBROOKFIELD RENEWABLE CORP | 248,190 | $8.1B | 0.25% | |
| 86 | DWDMORGAN STANLEY | 56,748 | $8.0B | 0.25% | |
| 87 | IWMISHARES TR | 34,840 | $7.5B | 0.23% | |
| 88 | MCHPMICROCHIP TECHNOLOGY INC. | 98,024 | $6.9B | 0.21% | |
| 89 | VOOVANGUARD INDEX FDS | 12,047 | $6.9B | 0.21% | |
| 90 | GQ9SPDR GOLD TR | 22,442 | $6.8B | 0.21% | |
| 91 | SBUXSTARBUCKS CORP | 72,289 | $6.6B | 0.21% | |
| 92 | IJJISHARES TR | 48,804 | $6.0B | 0.19% | |
| 93 | ADBEADOBE INC | 15,258 | $5.9B | 0.18% | |
| 94 | VGKVANGUARD INTL EQUITY INDEX F | 73,425 | $5.7B | 0.18% | |
| 95 | TFXTELEFLEX INCORPORATED | 47,953 | $5.7B | 0.18% | |
| 96 | WMWASTE MGMT INC DEL | 24,285 | $5.6B | 0.17% | |
| 97 | UNPUNION PAC CORP | 22,957 | $5.3B | 0.16% | |
| 98 | BLKBBLACKBAUD INC | 80,800 | $5.2B | 0.16% | |
| 99 | ULUNILEVER PLC | 79,380 | $4.9B | 0.15% | |
| 100 | LWLAMB WESTON HLDGS INC | 91,375 | $4.7B | 0.15% |
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