BECKER CAPITAL MANAGEMENT INC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$3.4T

Holdings

293

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (293 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
359,189$186.0B5.44%
2
AAPLAPPLE INC
621,381$158.2B4.62%
3
VUGVANGUARD INDEX FDS
251,839$120.9B3.53%
4
JPMJPMORGAN CHASE & CO.
357,936$112.9B3.30%
5
VTIVANGUARD INDEX FDS
266,007$87.5B2.56%
6
EMBJEMBRAER S.A.
1,428,695$86.4B2.52%
7
EFAISHARES TR
801,714$74.9B2.19%
8
SCHWSCHWAB CHARLES CORP
747,319$71.3B2.08%
9
GSGOLDMAN SACHS GROUP INC
83,314$66.3B1.94%
10
WMTWALMART INC
641,141$66.1B1.93%
11
RTXRTX CORPORATION
370,174$61.9B1.81%
12
MCKMCKESSON CORP
79,395$61.4B1.79%
13
NVDANVIDIA CORPORATION
327,732$61.2B1.79%
14
AMZNAMAZON COM INC
272,659$59.9B1.75%
15
BLKBLACKROCK INC
49,742$58.0B1.69%
16
SPYSPDR S&P 500 ETF TR
82,265$55.0B1.61%
17
GOOGLALPHABET INC
224,171$54.5B1.59%
18
IJRISHARES TR
427,257$50.8B1.48%
19
NEMNEWMONT CORP
577,346$48.7B1.42%
20
JNJJOHNSON & JOHNSON
258,600$47.9B1.40%
21
CSCOCISCO SYS INC
673,956$46.1B1.35%
22
QCOMQUALCOMM INC
274,623$45.7B1.33%
23
SAPSAP SE
167,537$44.8B1.31%
24
ALSALLSTATE CORP
190,919$41.2B1.20%
25
CVXCHEVRON CORP NEW
251,794$39.1B1.14%
26
SYYSYSCO CORP
462,025$38.0B1.11%
27
HDHOME DEPOT INC
92,098$37.3B1.09%
28
FEFIRSTENERGY CORP
809,400$37.1B1.08%
29
FLEXFLEX LTD
591,081$34.3B1.00%
30
AZOAUTOZONE INC
7,801$33.5B0.98%
31
BRK/BBERKSHIRE HATHAWAY INC DEL
65,157$32.8B0.96%
32
APDAIR PRODS & CHEMS INC
116,928$31.9B0.93%
33
CIENCIENA CORP
218,076$31.8B0.93%
34
PGPROCTER AND GAMBLE CO
203,608$31.3B0.91%
35
CRMSALESFORCE INC
129,711$30.8B0.90%
36
BKRBAKER HUGHES COMPANY
608,270$29.6B0.87%
37
VNQVANGUARD INDEX FDS
319,685$29.2B0.85%
38
GDGENERAL DYNAMICS CORP
84,187$28.7B0.84%
39
KMIKINDER MORGAN INC DEL
1,011,918$28.6B0.84%
40
AZNASTRAZENECA PLC
365,300$28.0B0.82%
41
INTCINTEL CORP
826,097$27.7B0.81%
42
DISDISNEY WALT CO
238,884$27.4B0.80%
43
USBUS BANCORP DEL
550,124$26.9B0.79%
44
IEMGISHARES INC
403,710$26.6B0.78%
45
METAMETA PLATFORMS INC
35,052$25.7B0.75%
46
CARRCARRIER GLOBAL CORPORATION
425,547$25.4B0.74%
47
MRKMERCK & CO INC
296,427$25.1B0.73%
48
AMGNAMGEN INC
88,402$24.9B0.73%
49
PHGKONINKLIJKE PHILIPS N V
911,185$24.8B0.73%
50
SNYSANOFI SA
522,681$24.7B0.72%
51
BACVERIZON COMMUNICATIONS INC
559,528$24.6B0.72%
52
CBCHUBB LIMITED
86,268$24.4B0.71%
53
COSTCOSTCO WHSL CORP NEW
26,277$24.3B0.71%
54
ETNEATON CORP PLC
62,435$23.4B0.68%
55
SOSOUTHERN CO
240,492$22.8B0.67%
56
TELTE CONNECTIVITY PLC
101,751$22.3B0.65%
57
PYPLPAYPAL HLDGS INC
333,027$22.3B0.65%
58
VVISA INC
63,331$21.6B0.63%
59
MEOHMETHANEX CORP
528,419$21.0B0.61%
60
NKENIKE INC
286,414$20.1B0.59%
61
HONHONEYWELL INTL INC
86,055$18.1B0.53%
62
AQLTISHARES TR
200,026$17.5B0.51%
63
KRKROGER CO
252,721$17.0B0.50%
64
LLYELI LILLY & CO
21,677$16.5B0.48%
65
IVVISHARES TR
24,678$16.5B0.48%
66
TKRTIMKEN CO
213,804$16.1B0.47%
67
BXBLACKSTONE INC
91,028$15.6B0.45%
68
SHELSHELL PLC
213,756$15.3B0.45%
69
OREALTY INCOME CORP
210,217$12.8B0.37%
70
DGXQUEST DIAGNOSTICS INC
64,117$12.2B0.36%
71
BACBANK AMERICA CORP
231,195$11.9B0.35%
72
XVVISHARES TR
225,869$11.6B0.34%
73
XOMEXXON MOBIL CORP
98,462$11.1B0.32%
74
EMREMERSON ELEC CO
83,524$11.0B0.32%
75
AVGOBROADCOM INC
32,596$10.8B0.31%
76
ACNACCENTURE PLC IRELAND
42,937$10.6B0.31%
77
ECLECOLAB INC
36,984$10.2B0.30%
78
BRKRBRUKER CORP
301,155$9.8B0.29%
79
BAXBAXTER INTL INC
415,656$9.5B0.28%
80
IWMISHARES TR
38,550$9.3B0.27%
81
VEAVANGUARD TAX-MANAGED FDS
149,273$8.9B0.26%
82
DWDMORGAN STANLEY
56,026$8.9B0.26%
83
BDXBECTON DICKINSON & CO
47,488$8.9B0.26%
84
VOOVANGUARD INDEX FDS
14,434$8.9B0.26%
85
GOGROCERY OUTLET HLDG CORP
534,138$8.6B0.25%
86
BEPCBROOKFIELD RENEWABLE CORP
246,557$8.5B0.25%
87
PFEPFIZER INC
325,863$8.3B0.24%
88
GQ9SPDR GOLD TR
22,392$8.0B0.23%
89
DEODIAGEO PLC
83,022$7.9B0.23%
90
MOHMOLINA HEALTHCARE INC
38,040$7.3B0.21%
91
MCHPMICROCHIP TECHNOLOGY INC.
106,112$6.8B0.20%
92
IJJISHARES TR
48,804$6.3B0.18%
93
GOOGALPHABET INC
24,906$6.1B0.18%
94
VGKVANGUARD INTL EQUITY INDEX F
73,149$5.8B0.17%
95
TFXTELEFLEX INCORPORATED
47,677$5.8B0.17%
96
SBUXSTARBUCKS CORP
68,891$5.8B0.17%
97
WMWASTE MGMT INC DEL
25,245$5.6B0.16%
98
HOLXHOLOGIC INC
81,755$5.5B0.16%
99
ADBEADOBE INC
15,310$5.4B0.16%
100
UNPUNION PAC CORP
22,652$5.4B0.16%
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