Filed: 5/15/2025ACC: 0001941040-25-000309
📋 What this filing means
BECKER CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 274 equity positions with a total reported market value of $3.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
274
Positions
$3.03B
Total AUM (reported)
32.05M
Total Shares
Allocation by class
COM$1.93B63.6%
GROWTH ETF$83.24M2.7%
TOTAL STK MKT$74.94M2.5%
SPONSORED ADS$71.53M2.4%
SPONSORED ADR$59.97M2.0%
CORE S&P SCP ETF$59.50M2.0%
MSCI EAFE ETF$58.81M1.9%
Portfolio Concentration
Top 3$373.61M12.3%
4–10$466.09M15.4%
11–25$667.21M22.0%
Rest$1.53B50.3%
Top 3 weight
12.3%
Top 10 weight
27.7%
Voting Authority Distribution
Total shares with voting rights: 32.05M
Sole
Full voting authority
31.94M
shares
% of voting shares99.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
111.42K
shares
% of voting shares0.3%
Investment Discretion (by position count)
Sole274
Shared0
Other0
Dominant voting typeSole · 99.7% of voting shares
Institutional Holdings274
Rows:
APPLE INC
SOLEShares652.50K
TypeSH
Market value$144.94M
4.78%
Sole
644.81K
Shared
0.00
None
7.68K
MICROSOFT CORP
SOLEShares362.46K
TypeSH
Market value$136.07M
4.48%
Sole
360.44K
Shared
0.00
None
2.02K
JPMORGAN CHASE & CO.
SOLEShares377.50K
TypeSH
Market value$92.60M
3.05%
Sole
375.38K
Shared
0.00
None
2.12K
VANGUARD INDEX FDS
SOLEShares224.48K
TypeSH
Market value$83.24M
2.74%
Sole
224.48K
Shared
0.00
None
5.00
VANGUARD INDEX FDS
SOLEShares272.67K
TypeSH
Market value$74.94M
2.47%
Sole
272.67K
Shared
0.00
None
0.00
EMBRAER S.A.
SOLEShares1.54M
TypeSH
Market value$71.20M
2.35%
Sole
1.54M
Shared
0.00
None
4.35K
ISHARES TR
SOLEShares569.03K
TypeSH
Market value$59.50M
1.96%
Sole
565.93K
Shared
0.00
None
3.10K
SCHWAB CHARLES CORP
SOLEShares756.19K
TypeSH
Market value$59.19M
1.95%
Sole
755.95K
Shared
0.00
None
233.00
WALMART INC
SOLEShares672.46K
TypeSH
Market value$59.19M
1.95%
Sole
669.21K
Shared
0.00
None
3.25K
ISHARES TR
SOLEShares719.56K
TypeSH
Market value$58.81M
1.94%
Sole
719.53K
Shared
0.00
None
30.00
MCKESSON CORP
SOLEShares83.95K
TypeSH
Market value$56.56M
1.86%
Sole
83.68K
Shared
0.00
None
265.00
SPDR S&P 500 ETF TR
SOLEShares93.25K
TypeSH
Market value$52.32M
1.72%
Sole
93.25K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares379.99K
TypeSH
Market value$50.33M
1.66%
Sole
379.31K
Shared
0.00
None
673.00
GOLDMAN SACHS GROUP INC
SOLEShares87.70K
TypeSH
Market value$47.91M
1.58%
Sole
87.06K
Shared
0.00
None
649.00
BLACKROCK INC
SOLEShares50.47K
TypeSH
Market value$47.77M
1.57%
Sole
50.16K
Shared
0.00
None
307.00
AMAZON COM INC
SOLEShares248.88K
TypeSH
Market value$47.35M
1.56%
Sole
247.18K
Shared
0.00
None
1.70K
SAP SE
SOLEShares171.70K
TypeSH
Market value$46.09M
1.52%
Sole
171.43K
Shared
0.00
None
272.00
CISCO SYS INC
SOLEShares712.63K
TypeSH
Market value$43.98M
1.45%
Sole
712.03K
Shared
0.00
None
600.00
QUALCOMM INC
SOLEShares275.90K
TypeSH
Market value$42.38M
1.40%
Sole
274.04K
Shared
0.00
None
1.86K
JOHNSON & JOHNSON
SOLEShares255.13K
TypeSH
Market value$42.31M
1.39%
Sole
252.86K
Shared
0.00
None
2.27K
ALLSTATE CORP
SOLEShares194.54K
TypeSH
Market value$40.48M
1.33%
Sole
194.54K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares239.90K
TypeSH
Market value$40.13M
1.32%
Sole
237.99K
Shared
0.00
None
1.91K
VERIZON COMMUNICATIONS INC
SOLEShares842.70K
TypeSH
Market value$38.22M
1.26%
Sole
842.66K
Shared
0.00
None
35.00
ALPHABET INC
SOLEShares231.45K
TypeSH
Market value$35.79M
1.18%
Sole
229.89K
Shared
0.00
None
1.56K
SYSCO CORP
SOLEShares474.15K
TypeSH
Market value$35.58M
1.17%
Sole
472.38K
Shared
0.00
None
1.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 652.50K | SH | $144.94M 4.78% | 644.81K | 0.00 | 7.68K |
MICROSOFT CORPSOLE | COM | 362.46K | SH | $136.07M 4.48% | 360.44K | 0.00 | 2.02K |
JPMORGAN CHASE & CO.SOLE | COM | 377.50K | SH | $92.60M 3.05% | 375.38K | 0.00 | 2.12K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 224.48K | SH | $83.24M 2.74% | 224.48K | 0.00 | 5.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 272.67K | SH | $74.94M 2.47% | 272.67K | 0.00 | 0.00 |
EMBRAER S.A.SOLE | SPONSORED ADS | 1.54M | SH | $71.20M 2.35% | 1.54M | 0.00 | 4.35K |
ISHARES TRSOLE | CORE S&P SCP ETF | 569.03K | SH | $59.50M 1.96% | 565.93K | 0.00 | 3.10K |
SCHWAB CHARLES CORPSOLE | COM | 756.19K | SH | $59.19M 1.95% | 755.95K | 0.00 | 233.00 |
WALMART INCSOLE | COM | 672.46K | SH | $59.19M 1.95% | 669.21K | 0.00 | 3.25K |
ISHARES TRSOLE | MSCI EAFE ETF | 719.56K | SH | $58.81M 1.94% | 719.53K | 0.00 | 30.00 |
MCKESSON CORPSOLE | COM | 83.95K | SH | $56.56M 1.86% | 83.68K | 0.00 | 265.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 93.25K | SH | $52.32M 1.72% | 93.25K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 379.99K | SH | $50.33M 1.66% | 379.31K | 0.00 | 673.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 87.70K | SH | $47.91M 1.58% | 87.06K | 0.00 | 649.00 |
BLACKROCK INCSOLE | COM | 50.47K | SH | $47.77M 1.57% | 50.16K | 0.00 | 307.00 |
AMAZON COM INCSOLE | COM | 248.88K | SH | $47.35M 1.56% | 247.18K | 0.00 | 1.70K |
SAP SESOLE | SPON ADR | 171.70K | SH | $46.09M 1.52% | 171.43K | 0.00 | 272.00 |
CISCO SYS INCSOLE | COM | 712.63K | SH | $43.98M 1.45% | 712.03K | 0.00 | 600.00 |
QUALCOMM INCSOLE | COM | 275.90K | SH | $42.38M 1.40% | 274.04K | 0.00 | 1.86K |
JOHNSON & JOHNSONSOLE | COM | 255.13K | SH | $42.31M 1.39% | 252.86K | 0.00 | 2.27K |
ALLSTATE CORPSOLE | COM | 194.54K | SH | $40.48M 1.33% | 194.54K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 239.90K | SH | $40.13M 1.32% | 237.99K | 0.00 | 1.91K |
VERIZON COMMUNICATIONS INCSOLE | COM | 842.70K | SH | $38.22M 1.26% | 842.66K | 0.00 | 35.00 |
ALPHABET INCSOLE | CAP STK CL A | 231.45K | SH | $35.79M 1.18% | 229.89K | 0.00 | 1.56K |
SYSCO CORPSOLE | COM | 474.15K | SH | $35.58M 1.17% | 472.38K | 0.00 | 1.77K |
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