BECKER CAPITAL MANAGEMENT INC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$3.2B

Holdings

278

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (278 positions)

StockValue
MSFTMICROSOFT CORP
$179.8M
AAPLAPPLE INC
$128.9M
JPMJPMORGAN CHASE & CO.
$108.6M
VUGVANGUARD INDEX FDS
$104.9M
EMBJEMBRAER S.A.
$85.2M
VTIVANGUARD INDEX FDS
$80.9M
SCHWSCHWAB CHARLES CORP
$69.0M
EFAISHARES TR
$67.7M
WMTWALMART INC
$65.2M
GSGOLDMAN SACHS GROUP INC
$61.8M
AMZNAMAZON COM INC
$59.7M
MCKMCKESSON CORP
$59.4M
SPYSPDR S&P 500 ETF TR
$57.4M
RTXRTX CORPORATION
$54.2M
BLKBLACKROCK INC
$52.9M
NVDANVIDIA CORPORATION
$51.6M
SAPSAP SE
$51.6M
CSCOCISCO SYS INC
$49.0M
IJRISHARES TR
$45.3M
QCOMQUALCOMM INC
$44.4M
JNJJOHNSON & JOHNSON
$39.7M
GOOGLALPHABET INC
$39.6M
ALSALLSTATE CORP
$39.1M
CVXCHEVRON CORP NEW
$35.6M
CRMSALESFORCE INC
$35.3M
SYYSYSCO CORP
$35.0M
NEMNEWMONT CORP
$33.8M
HDHOME DEPOT INC
$33.6M
APDAIR PRODS & CHEMS INC
$32.8M
PGPROCTER AND GAMBLE CO
$32.6M
FEFIRSTENERGY CORP
$32.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$31.4M
DISDISNEY WALT CO
$30.1M
FLEXFLEX LTD
$30.0M
KMIKINDER MORGAN INC DEL
$29.6M
AZOAUTOZONE INC
$29.5M
CARRCARRIER GLOBAL CORPORATION
$29.5M
VNQVANGUARD INDEX FDS
$28.1M
SNYSANOFI
$27.5M
COSTCOSTCO WHSL CORP NEW
$26.2M
AZNASTRAZENECA PLC
$26.1M
USBUS BANCORP DEL
$25.0M
AMGNAMGEN INC
$24.9M
METAMETA PLATFORMS INC
$24.6M
BACVERIZON COMMUNICATIONS INC
$24.6M
CBCHUBB LIMITED
$24.4M
IEMGISHARES INC
$24.4M
PYPLPAYPAL HLDGS INC
$24.3M
GDGENERAL DYNAMICS CORP
$24.3M
MRKMERCK & CO INC
$24.3M
BKRBAKER HUGHES COMPANY
$23.3M
VVISA INC
$22.5M
ETNEATON CORP PLC
$22.3M
PHGKONINKLIJKE PHILIPS N V
$21.9M
SOSOUTHERN CO
$21.5M
NKENIKE INC
$19.7M
INTCINTEL CORP
$19.5M
HONHONEYWELL INTL INC
$19.4M
MEOHMETHANEX CORP
$18.7M
KRKROGER CO
$18.4M
CIENCIENA CORP
$18.1M
DEODIAGEO PLC
$17.8M
TELTE CONNECTIVITY PLC
$17.7M
LLYELI LILLY & CO
$15.8M
TKRTIMKEN CO
$15.5M
AQLTISHARES TR
$15.5M
IVVISHARES TR
$15.4M
BAXBAXTER INTL INC
$15.3M
SHELSHELL PLC
$15.1M
BXBLACKSTONE INC
$13.7M
OREALTY INCOME CORP
$13.3M
MOHMOLINA HEALTHCARE INC
$13.0M
ACNACCENTURE PLC IRELAND
$12.8M
DGXQUEST DIAGNOSTICS INC
$11.7M
EMREMERSON ELEC CO
$11.5M
BACBANK AMERICA CORP
$11.1M
XVVISHARES TR
$10.8M
XOMEXXON MOBIL CORP
$10.6M
ECLECOLAB INC
$10.1M
GOGROCERY OUTLET HLDG CORP
$9.6M
PFEPFIZER INC
$9.2M
AVGOBROADCOM INC
$9.0M
VEAVANGUARD TAX-MANAGED FDS
$8.4M
BDXBECTON DICKINSON & CO
$8.3M
BEPCBROOKFIELD RENEWABLE CORP
$8.1M
DWDMORGAN STANLEY
$8.0M
IWMISHARES TR
$7.5M
MCHPMICROCHIP TECHNOLOGY INC.
$6.9M
VOOVANGUARD INDEX FDS
$6.9M
GQ9SPDR GOLD TR
$6.8M
SBUXSTARBUCKS CORP
$6.6M
IJJISHARES TR
$6.0M
ADBEADOBE INC
$5.9M
VGKVANGUARD INTL EQUITY INDEX F
$5.7M
TFXTELEFLEX INCORPORATED
$5.7M
WMWASTE MGMT INC DEL
$5.6M
UNPUNION PAC CORP
$5.3M
BLKBBLACKBAUD INC
$5.2M
ULUNILEVER PLC
$4.9M
LWLAMB WESTON HLDGS INC
$4.7M
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