BECKER CAPITAL MANAGEMENT INC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$3.5T
Holdings
301
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (301 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 349,274 | $168.9B | 4.83% | |
| 2 | AAPLAPPLE INC | 617,560 | $167.9B | 4.80% | |
| 3 | VUGVANGUARD INDEX FDS | 257,227 | $125.5B | 3.59% | |
| 4 | JPMJPMORGAN CHASE & CO. | 356,613 | $114.9B | 3.29% | |
| 5 | VTIVANGUARD INDEX FDS | 269,838 | $90.5B | 2.59% | |
| 6 | EMBJEMBRAER S.A. | 1,337,065 | $86.2B | 2.47% | |
| 7 | EFAISHARES TR | 821,593 | $78.9B | 2.26% | |
| 8 | GSGOLDMAN SACHS GROUP INC | 83,712 | $73.6B | 2.11% | |
| 9 | SCHWSCHWAB CHARLES CORP | 735,545 | $73.5B | 2.10% | |
| 10 | GOOGLALPHABET INC | 233,322 | $73.0B | 2.09% | |
| 11 | WMTWALMART INC | 625,721 | $69.7B | 1.99% | |
| 12 | RTXRTX CORPORATION | 368,345 | $67.6B | 1.93% | |
| 13 | MCKMCKESSON CORP | 78,577 | $64.5B | 1.85% | |
| 14 | AMZNAMAZON COM INC | 272,853 | $63.0B | 1.80% | |
| 15 | NVDANVIDIA CORPORATION | 327,584 | $61.1B | 1.75% | |
| 16 | SPYSPDR S&P 500 ETF TR | 82,756 | $56.6B | 1.62% | |
| 17 | NEMNEWMONT CORP | 559,014 | $55.8B | 1.60% | |
| 18 | JNJJOHNSON & JOHNSON | 258,064 | $53.4B | 1.53% | |
| 19 | BLKBLACKROCK INC | 48,920 | $52.4B | 1.50% | |
| 20 | CSCOCISCO SYS INC | 666,977 | $51.4B | 1.47% | |
| 21 | IJRISHARES TR | 425,399 | $51.1B | 1.46% | |
| 22 | CIENCIENA CORP | 200,424 | $46.9B | 1.34% | |
| 23 | QCOMQUALCOMM INC | 273,521 | $46.8B | 1.34% | |
| 24 | SAPSAP SE | 172,045 | $41.8B | 1.20% | |
| 25 | ALSALLSTATE CORP | 188,264 | $39.4B | 1.13% | |
| 26 | CVXCHEVRON CORP NEW | 251,733 | $38.4B | 1.10% | |
| 27 | FEFIRSTENERGY CORP | 808,769 | $36.2B | 1.04% | |
| 28 | FLEXFLEX LTD | 576,083 | $34.8B | 1.00% | |
| 29 | CRMSALESFORCE INC | 129,104 | $34.3B | 0.98% | |
| 30 | AZNASTRAZENECA PLC | 362,382 | $33.3B | 0.95% | |
| 31 | SYYSYSCO CORP | 449,206 | $33.1B | 0.95% | |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 65,181 | $32.8B | 0.94% | |
| 33 | MRKMERCK & CO INC | 285,455 | $30.3B | 0.87% | |
| 34 | HDHOME DEPOT INC | 85,685 | $29.5B | 0.84% | |
| 35 | PGPROCTER AND GAMBLE CO | 200,505 | $28.7B | 0.82% | |
| 36 | APDAIR PRODS & CHEMS INC | 115,832 | $28.6B | 0.82% | |
| 37 | AMGNAMGEN INC | 87,109 | $28.5B | 0.82% | |
| 38 | USBUS BANCORP DEL | 528,612 | $28.5B | 0.81% | |
| 39 | BKRBAKER HUGHES COMPANY | 616,496 | $28.1B | 0.80% | |
| 40 | GDGENERAL DYNAMICS CORP | 83,364 | $28.1B | 0.80% | |
| 41 | KMIKINDER MORGAN INC DEL | 1,017,783 | $28.0B | 0.80% | |
| 42 | DISDISNEY WALT CO | 240,296 | $27.5B | 0.79% | |
| 43 | IEMGISHARES INC | 408,505 | $27.5B | 0.79% | |
| 44 | CBCHUBB LIMITED | 85,652 | $26.8B | 0.77% | |
| 45 | VNQVANGUARD INDEX FDS | 297,141 | $26.3B | 0.75% | |
| 46 | AZOAUTOZONE INC | 7,698 | $26.1B | 0.75% | |
| 47 | INTCINTEL CORP | 688,659 | $25.4B | 0.73% | |
| 48 | PHGKONINKLIJKE PHILIPS N V | 915,066 | $24.8B | 0.71% | |
| 49 | LLYELI LILLY & CO | 22,776 | $24.5B | 0.70% | |
| 50 | SNYSANOFI SA | 503,256 | $24.4B | 0.70% | |
| 51 | METAMETA PLATFORMS INC | 35,785 | $23.6B | 0.68% | |
| 52 | CARRCARRIER GLOBAL CORPORATION | 434,706 | $23.0B | 0.66% | |
| 53 | TELTE CONNECTIVITY PLC | 100,524 | $22.9B | 0.65% | |
| 54 | BACVERIZON COMMUNICATIONS INC | 557,858 | $22.7B | 0.65% | |
| 55 | COSTCOSTCO WHSL CORP NEW | 26,084 | $22.5B | 0.64% | |
| 56 | VVISA INC | 63,377 | $22.2B | 0.64% | |
| 57 | SOSOUTHERN CO | 243,626 | $21.2B | 0.61% | |
| 58 | AQLTISHARES TR | 226,216 | $20.2B | 0.58% | |
| 59 | MEOHMETHANEX CORP | 505,819 | $20.1B | 0.57% | |
| 60 | ETNEATON CORP PLC | 62,431 | $19.9B | 0.57% | |
| 61 | IVVISHARES TR | 28,294 | $19.4B | 0.55% | |
| 62 | PYPLPAYPAL HLDGS INC | 328,851 | $19.2B | 0.55% | |
| 63 | BRKRBRUKER CORP | 403,995 | $19.1B | 0.55% | |
| 64 | TKRTIMKEN CO | 197,005 | $16.6B | 0.47% | |
| 65 | KRKROGER CO | 256,186 | $16.0B | 0.46% | |
| 66 | HONHONEYWELL INTL INC | 78,869 | $15.4B | 0.44% | |
| 67 | NKENIKE INC | 237,981 | $15.3B | 0.44% | |
| 68 | SHELSHELL PLC | 203,281 | $14.9B | 0.43% | |
| 69 | BXBLACKSTONE INC | 90,319 | $13.9B | 0.40% | |
| 70 | ACNACCENTURE PLC IRELAND | 50,363 | $13.5B | 0.39% | |
| 71 | PFEPFIZER INC | 519,891 | $12.9B | 0.37% | |
| 72 | EMREMERSON ELEC CO | 95,670 | $12.7B | 0.36% | |
| 73 | BACBANK AMERICA CORP | 227,281 | $12.5B | 0.36% | |
| 74 | XVVISHARES TR | 230,899 | $12.2B | 0.35% | |
| 75 | VOOVANGUARD INDEX FDS | 19,151 | $12.0B | 0.34% | |
| 76 | AVGOBROADCOM INC | 34,054 | $11.8B | 0.34% | |
| 77 | BEPCBROOKFIELD RENEWABLE CORP | 289,948 | $11.1B | 0.32% | |
| 78 | DGXQUEST DIAGNOSTICS INC | 62,166 | $10.8B | 0.31% | |
| 79 | VEAVANGUARD TAX-MANAGED FDS | 165,470 | $10.3B | 0.30% | |
| 80 | XOMEXXON MOBIL CORP | 83,901 | $10.1B | 0.29% | |
| 81 | GOGROCERY OUTLET HLDG CORP | 982,882 | $9.9B | 0.28% | |
| 82 | DWDMORGAN STANLEY | 55,862 | $9.9B | 0.28% | |
| 83 | OREALTY INCOME CORP | 171,503 | $9.7B | 0.28% | |
| 84 | IWMISHARES TR | 38,829 | $9.6B | 0.27% | |
| 85 | ECLECOLAB INC | 35,626 | $9.4B | 0.27% | |
| 86 | BDXBECTON DICKINSON & CO | 48,190 | $9.4B | 0.27% | |
| 87 | GQ9SPDR GOLD TR | 22,287 | $8.8B | 0.25% | |
| 88 | GOOGALPHABET INC | 25,318 | $7.9B | 0.23% | |
| 89 | BAXBAXTER INTL INC | 347,788 | $6.6B | 0.19% | |
| 90 | WBDWARNER BROS DISCOVERY INC | 225,789 | $6.5B | 0.19% | |
| 91 | IJJISHARES TR | 48,804 | $6.4B | 0.18% | |
| 92 | VGKVANGUARD INTL EQUITY INDEX F | 72,987 | $6.1B | 0.17% | |
| 93 | MOHMOLINA HEALTHCARE INC | 34,415 | $6.0B | 0.17% | |
| 94 | SBUXSTARBUCKS CORP | 64,957 | $5.5B | 0.16% | |
| 95 | WMWASTE MGMT INC DEL | 24,352 | $5.3B | 0.15% | |
| 96 | TFXTELEFLEX INCORPORATED | 43,358 | $5.3B | 0.15% | |
| 97 | VWOVANGUARD INTL EQUITY INDEX F | 97,327 | $5.2B | 0.15% | |
| 98 | ADBEADOBE INC | 14,872 | $5.2B | 0.15% | |
| 99 | UNPUNION PAC CORP | 22,467 | $5.2B | 0.15% | |
| 100 | SHYISHARES TR | 62,710 | $5.2B | 0.15% |
Page 1 of 4Next