Filed: 8/14/2025ACC: 0001941040-25-000484
📋 What this filing means
BECKER CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 278 equity positions with a total reported market value of $3.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
278
Positions
$3.21B
Total AUM (reported)
29.65M
Total Shares
Allocation by class
COM$2.04B63.5%
GROWTH ETF$104.93M3.3%
SPONSORED ADS$85.62M2.7%
TOTAL STK MKT$80.88M2.5%
MSCI EAFE ETF$67.69M2.1%
CL A$58.50M1.8%
COM NEW$57.66M1.8%
Portfolio Concentration
Top 3$417.37M13.0%
4–10$534.71M16.7%
11–25$715.03M22.3%
Rest$1.54B48.0%
Top 3 weight
13.0%
Top 10 weight
29.7%
Voting Authority Distribution
Total shares with voting rights: 29.65M
Sole
Full voting authority
29.57M
shares
% of voting shares99.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
86.95K
shares
% of voting shares0.3%
Investment Discretion (by position count)
Sole278
Shared0
Other0
Dominant voting typeSole · 99.7% of voting shares
Institutional Holdings278
Rows:
MICROSOFT CORP
SOLEShares361.56K
TypeSH
Market value$179.84M
5.60%
Sole
359.53K
Shared
0.00
None
2.02K
APPLE INC
SOLEShares628.24K
TypeSH
Market value$128.90M
4.02%
Sole
626.04K
Shared
0.00
None
2.20K
JPMORGAN CHASE & CO.
SOLEShares374.70K
TypeSH
Market value$108.63M
3.39%
Sole
372.58K
Shared
0.00
None
2.12K
VANGUARD INDEX FDS
SOLEShares239.07K
TypeSH
Market value$104.93M
3.27%
Sole
239.06K
Shared
0.00
None
5.00
EMBRAER S.A.
SOLEShares1.50M
TypeSH
Market value$85.18M
2.65%
Sole
1.49M
Shared
0.00
None
4.35K
VANGUARD INDEX FDS
SOLEShares265.31K
TypeSH
Market value$80.88M
2.52%
Sole
265.31K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares755.84K
TypeSH
Market value$68.96M
2.15%
Sole
755.61K
Shared
0.00
None
233.00
ISHARES TR
SOLEShares757.21K
TypeSH
Market value$67.69M
2.11%
Sole
757.10K
Shared
0.00
None
115.00
WALMART INC
SOLEShares667.28K
TypeSH
Market value$65.25M
2.03%
Sole
664.04K
Shared
0.00
None
3.25K
GOLDMAN SACHS GROUP INC
SOLEShares87.36K
TypeSH
Market value$61.83M
1.93%
Sole
86.72K
Shared
0.00
None
643.00
AMAZON COM INC
SOLEShares272.08K
TypeSH
Market value$59.69M
1.86%
Sole
270.38K
Shared
0.00
None
1.70K
MCKESSON CORP
SOLEShares80.96K
TypeSH
Market value$59.38M
1.85%
Sole
80.69K
Shared
0.00
None
265.00
SPDR S&P 500 ETF TR
SOLEShares92.61K
TypeSH
Market value$57.38M
1.79%
Sole
92.55K
Shared
0.00
None
60.00
RTX CORPORATION
SOLEShares371.02K
TypeSH
Market value$54.18M
1.69%
Sole
370.34K
Shared
0.00
None
673.00
BLACKROCK INC
SOLEShares50.45K
TypeSH
Market value$52.93M
1.65%
Sole
50.14K
Shared
0.00
None
307.00
NVIDIA CORPORATION
SOLEShares326.77K
TypeSH
Market value$51.63M
1.61%
Sole
325.88K
Shared
0.00
None
885.00
SAP SE
SOLEShares169.74K
TypeSH
Market value$51.62M
1.61%
Sole
169.47K
Shared
0.00
None
272.00
CISCO SYS INC
SOLEShares706.53K
TypeSH
Market value$49.02M
1.53%
Sole
705.93K
Shared
0.00
None
600.00
ISHARES TR
SOLEShares414.58K
TypeSH
Market value$45.31M
1.41%
Sole
414.56K
Shared
0.00
None
30.00
QUALCOMM INC
SOLEShares279.05K
TypeSH
Market value$44.44M
1.39%
Sole
277.18K
Shared
0.00
None
1.87K
JOHNSON & JOHNSON
SOLEShares260.20K
TypeSH
Market value$39.75M
1.24%
Sole
257.93K
Shared
0.00
None
2.27K
ALPHABET INC
SOLEShares224.87K
TypeSH
Market value$39.63M
1.24%
Sole
223.31K
Shared
0.00
None
1.56K
ALLSTATE CORP
SOLEShares193.37K
TypeSH
Market value$39.12M
1.22%
Sole
193.36K
Shared
0.00
None
10.00
CHEVRON CORP NEW
SOLEShares248.71K
TypeSH
Market value$35.61M
1.11%
Sole
247.10K
Shared
0.00
None
1.60K
SALESFORCE INC
SOLEShares129.40K
TypeSH
Market value$35.34M
1.10%
Sole
128.54K
Shared
0.00
None
857.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 361.56K | SH | $179.84M 5.60% | 359.53K | 0.00 | 2.02K |
APPLE INCSOLE | COM | 628.24K | SH | $128.90M 4.02% | 626.04K | 0.00 | 2.20K |
JPMORGAN CHASE & CO.SOLE | COM | 374.70K | SH | $108.63M 3.39% | 372.58K | 0.00 | 2.12K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 239.07K | SH | $104.93M 3.27% | 239.06K | 0.00 | 5.00 |
EMBRAER S.A.SOLE | SPONSORED ADS | 1.50M | SH | $85.18M 2.65% | 1.49M | 0.00 | 4.35K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 265.31K | SH | $80.88M 2.52% | 265.31K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 755.84K | SH | $68.96M 2.15% | 755.61K | 0.00 | 233.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 757.21K | SH | $67.69M 2.11% | 757.10K | 0.00 | 115.00 |
WALMART INCSOLE | COM | 667.28K | SH | $65.25M 2.03% | 664.04K | 0.00 | 3.25K |
GOLDMAN SACHS GROUP INCSOLE | COM | 87.36K | SH | $61.83M 1.93% | 86.72K | 0.00 | 643.00 |
AMAZON COM INCSOLE | COM | 272.08K | SH | $59.69M 1.86% | 270.38K | 0.00 | 1.70K |
MCKESSON CORPSOLE | COM | 80.96K | SH | $59.38M 1.85% | 80.69K | 0.00 | 265.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 92.61K | SH | $57.38M 1.79% | 92.55K | 0.00 | 60.00 |
RTX CORPORATIONSOLE | COM | 371.02K | SH | $54.18M 1.69% | 370.34K | 0.00 | 673.00 |
BLACKROCK INCSOLE | COM | 50.45K | SH | $52.93M 1.65% | 50.14K | 0.00 | 307.00 |
NVIDIA CORPORATIONSOLE | COM | 326.77K | SH | $51.63M 1.61% | 325.88K | 0.00 | 885.00 |
SAP SESOLE | SPON ADR | 169.74K | SH | $51.62M 1.61% | 169.47K | 0.00 | 272.00 |
CISCO SYS INCSOLE | COM | 706.53K | SH | $49.02M 1.53% | 705.93K | 0.00 | 600.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 414.58K | SH | $45.31M 1.41% | 414.56K | 0.00 | 30.00 |
QUALCOMM INCSOLE | COM | 279.05K | SH | $44.44M 1.39% | 277.18K | 0.00 | 1.87K |
JOHNSON & JOHNSONSOLE | COM | 260.20K | SH | $39.75M 1.24% | 257.93K | 0.00 | 2.27K |
ALPHABET INCSOLE | CAP STK CL A | 224.87K | SH | $39.63M 1.24% | 223.31K | 0.00 | 1.56K |
ALLSTATE CORPSOLE | COM | 193.37K | SH | $39.12M 1.22% | 193.36K | 0.00 | 10.00 |
CHEVRON CORP NEWSOLE | COM | 248.71K | SH | $35.61M 1.11% | 247.10K | 0.00 | 1.60K |
SALESFORCE INCSOLE | COM | 129.40K | SH | $35.34M 1.10% | 128.54K | 0.00 | 857.00 |
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