Filed: 11/12/2025ACC: 0001941040-25-000619
📋 What this filing means
BECKER CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 293 equity positions with a total reported market value of $3.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
293
Positions
$3.42B
Total AUM (reported)
29.31M
Total Shares
Allocation by class
COM$2.15B62.9%
GROWTH ETF$120.91M3.5%
TOTAL STK MKT$87.54M2.6%
SPONSORED ADS$86.94M2.5%
MSCI EAFE ETF$74.86M2.2%
COM NEW$74.29M2.2%
CL A$66.81M2.0%
Portfolio Concentration
Top 3$465.18M13.6%
4–10$565.43M16.5%
11–25$776.04M22.7%
Rest$1.62B47.2%
Top 3 weight
13.6%
Top 10 weight
30.1%
Voting Authority Distribution
Total shares with voting rights: 29.31M
Sole
Full voting authority
29.22M
shares
% of voting shares99.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
86.01K
shares
% of voting shares0.3%
Investment Discretion (by position count)
Sole293
Shared0
Other0
Dominant voting typeSole · 99.7% of voting shares
Institutional Holdings293
Rows:
MICROSOFT CORP
SOLEShares359.19K
TypeSH
Market value$186.04M
5.44%
Sole
357.17K
Shared
0.00
None
2.02K
APPLE INC
SOLEShares621.38K
TypeSH
Market value$158.22M
4.62%
Sole
619.18K
Shared
0.00
None
2.20K
VANGUARD INDEX FDS
SOLEShares251.84K
TypeSH
Market value$120.91M
3.53%
Sole
251.83K
Shared
0.00
None
5.00
JPMORGAN CHASE & CO.
SOLEShares357.94K
TypeSH
Market value$112.90M
3.30%
Sole
355.81K
Shared
0.00
None
2.12K
VANGUARD INDEX FDS
SOLEShares266.01K
TypeSH
Market value$87.54M
2.56%
Sole
266.01K
Shared
0.00
None
0.00
EMBRAER S.A.
SOLEShares1.43M
TypeSH
Market value$86.36M
2.52%
Sole
1.42M
Shared
0.00
None
4.35K
ISHARES TR
SOLEShares801.71K
TypeSH
Market value$74.86M
2.19%
Sole
801.58K
Shared
0.00
None
130.00
SCHWAB CHARLES CORP
SOLEShares747.32K
TypeSH
Market value$71.35M
2.08%
Sole
747.15K
Shared
0.00
None
173.00
GOLDMAN SACHS GROUP INC
SOLEShares83.31K
TypeSH
Market value$66.35M
1.94%
Sole
82.70K
Shared
0.00
None
618.00
WALMART INC
SOLEShares641.14K
TypeSH
Market value$66.08M
1.93%
Sole
637.89K
Shared
0.00
None
3.25K
RTX CORPORATION
SOLEShares370.17K
TypeSH
Market value$61.94M
1.81%
Sole
369.50K
Shared
0.00
None
673.00
MCKESSON CORP
SOLEShares79.39K
TypeSH
Market value$61.40M
1.79%
Sole
79.13K
Shared
0.00
None
265.00
NVIDIA CORPORATION
SOLEShares327.73K
TypeSH
Market value$61.15M
1.79%
Sole
326.85K
Shared
0.00
None
885.00
AMAZON COM INC
SOLEShares272.66K
TypeSH
Market value$59.87M
1.75%
Sole
270.96K
Shared
0.00
None
1.70K
BLACKROCK INC
SOLEShares49.74K
TypeSH
Market value$57.99M
1.69%
Sole
49.44K
Shared
0.00
None
307.00
SPDR S&P 500 ETF TR
SOLEShares82.27K
TypeSH
Market value$54.95M
1.61%
Sole
82.20K
Shared
0.00
None
60.00
ALPHABET INC
SOLEShares224.17K
TypeSH
Market value$54.50M
1.59%
Sole
222.61K
Shared
0.00
None
1.56K
ISHARES TR
SOLEShares427.26K
TypeSH
Market value$50.77M
1.48%
Sole
427.20K
Shared
0.00
None
55.00
NEWMONT CORP
SOLEShares577.35K
TypeSH
Market value$48.68M
1.42%
Sole
575.15K
Shared
0.00
None
2.20K
JOHNSON & JOHNSON
SOLEShares258.60K
TypeSH
Market value$47.95M
1.40%
Sole
256.33K
Shared
0.00
None
2.27K
CISCO SYS INC
SOLEShares673.96K
TypeSH
Market value$46.11M
1.35%
Sole
673.36K
Shared
0.00
None
600.00
QUALCOMM INC
SOLEShares274.62K
TypeSH
Market value$45.69M
1.33%
Sole
272.75K
Shared
0.00
None
1.87K
SAP SE
SOLEShares167.54K
TypeSH
Market value$44.77M
1.31%
Sole
167.23K
Shared
0.00
None
304.00
ALLSTATE CORP
SOLEShares190.92K
TypeSH
Market value$41.17M
1.20%
Sole
190.91K
Shared
0.00
None
10.00
CHEVRON CORP NEW
SOLEShares251.79K
TypeSH
Market value$39.10M
1.14%
Sole
250.19K
Shared
0.00
None
1.60K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 359.19K | SH | $186.04M 5.44% | 357.17K | 0.00 | 2.02K |
APPLE INCSOLE | COM | 621.38K | SH | $158.22M 4.62% | 619.18K | 0.00 | 2.20K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 251.84K | SH | $120.91M 3.53% | 251.83K | 0.00 | 5.00 |
JPMORGAN CHASE & CO.SOLE | COM | 357.94K | SH | $112.90M 3.30% | 355.81K | 0.00 | 2.12K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 266.01K | SH | $87.54M 2.56% | 266.01K | 0.00 | 0.00 |
EMBRAER S.A.SOLE | SPONSORED ADS | 1.43M | SH | $86.36M 2.52% | 1.42M | 0.00 | 4.35K |
ISHARES TRSOLE | MSCI EAFE ETF | 801.71K | SH | $74.86M 2.19% | 801.58K | 0.00 | 130.00 |
SCHWAB CHARLES CORPSOLE | COM | 747.32K | SH | $71.35M 2.08% | 747.15K | 0.00 | 173.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 83.31K | SH | $66.35M 1.94% | 82.70K | 0.00 | 618.00 |
WALMART INCSOLE | COM | 641.14K | SH | $66.08M 1.93% | 637.89K | 0.00 | 3.25K |
RTX CORPORATIONSOLE | COM | 370.17K | SH | $61.94M 1.81% | 369.50K | 0.00 | 673.00 |
MCKESSON CORPSOLE | COM | 79.39K | SH | $61.40M 1.79% | 79.13K | 0.00 | 265.00 |
NVIDIA CORPORATIONSOLE | COM | 327.73K | SH | $61.15M 1.79% | 326.85K | 0.00 | 885.00 |
AMAZON COM INCSOLE | COM | 272.66K | SH | $59.87M 1.75% | 270.96K | 0.00 | 1.70K |
BLACKROCK INCSOLE | COM | 49.74K | SH | $57.99M 1.69% | 49.44K | 0.00 | 307.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 82.27K | SH | $54.95M 1.61% | 82.20K | 0.00 | 60.00 |
ALPHABET INCSOLE | CAP STK CL A | 224.17K | SH | $54.50M 1.59% | 222.61K | 0.00 | 1.56K |
ISHARES TRSOLE | CORE S&P SCP ETF | 427.26K | SH | $50.77M 1.48% | 427.20K | 0.00 | 55.00 |
NEWMONT CORPSOLE | COM | 577.35K | SH | $48.68M 1.42% | 575.15K | 0.00 | 2.20K |
JOHNSON & JOHNSONSOLE | COM | 258.60K | SH | $47.95M 1.40% | 256.33K | 0.00 | 2.27K |
CISCO SYS INCSOLE | COM | 673.96K | SH | $46.11M 1.35% | 673.36K | 0.00 | 600.00 |
QUALCOMM INCSOLE | COM | 274.62K | SH | $45.69M 1.33% | 272.75K | 0.00 | 1.87K |
SAP SESOLE | SPON ADR | 167.54K | SH | $44.77M 1.31% | 167.23K | 0.00 | 304.00 |
ALLSTATE CORPSOLE | COM | 190.92K | SH | $41.17M 1.20% | 190.91K | 0.00 | 10.00 |
CHEVRON CORP NEWSOLE | COM | 251.79K | SH | $39.10M 1.14% | 250.19K | 0.00 | 1.60K |
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