Filed: 2/13/2026ACC: 0001941040-26-000148
📋 What this filing means
BECKER CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 301 equity positions with a total reported market value of $3.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
301
Positions
$3.50B
Total AUM (reported)
29.60M
Total Shares
Allocation by class
COM$2.16B61.8%
GROWTH ETF$125.49M3.6%
COM NEW$92.02M2.6%
TOTAL STK MKT$90.47M2.6%
SPONSORED ADS$86.83M2.5%
MSCI EAFE ETF$78.90M2.3%
CAP STK CL A$73.03M2.1%
Portfolio Concentration
Top 3$462.30M13.2%
4–10$590.55M16.9%
11–25$821.37M23.5%
Rest$1.62B46.4%
Top 3 weight
13.2%
Top 10 weight
30.1%
Voting Authority Distribution
Total shares with voting rights: 29.60M
Sole
Full voting authority
29.46M
shares
% of voting shares99.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
142.12K
shares
% of voting shares0.5%
Investment Discretion (by position count)
Sole301
Shared0
Other0
Dominant voting typeSole · 99.5% of voting shares
Institutional Holdings301
Rows:
MICROSOFT CORP
SOLEShares349.27K
TypeSH
Market value$168.92M
4.83%
Sole
347.15K
Shared
0.00
None
2.12K
APPLE INC
SOLEShares617.56K
TypeSH
Market value$167.89M
4.80%
Sole
615.22K
Shared
0.00
None
2.34K
VANGUARD INDEX FDS
SOLEShares257.23K
TypeSH
Market value$125.49M
3.59%
Sole
257.22K
Shared
0.00
None
5.00
JPMORGAN CHASE & CO.
SOLEShares356.61K
TypeSH
Market value$114.91M
3.29%
Sole
354.38K
Shared
0.00
None
2.23K
VANGUARD INDEX FDS
SOLEShares269.84K
TypeSH
Market value$90.47M
2.59%
Sole
269.84K
Shared
0.00
None
0.00
EMBRAER S.A.
SOLEShares1.34M
TypeSH
Market value$86.18M
2.47%
Sole
1.33M
Shared
0.00
None
4.35K
ISHARES TR
SOLEShares821.59K
TypeSH
Market value$78.90M
2.26%
Sole
821.46K
Shared
0.00
None
130.00
GOLDMAN SACHS GROUP INC
SOLEShares83.71K
TypeSH
Market value$73.58M
2.11%
Sole
83.09K
Shared
0.00
None
624.00
SCHWAB CHARLES CORP
SOLEShares735.54K
TypeSH
Market value$73.49M
2.10%
Sole
735.33K
Shared
0.00
None
214.00
ALPHABET INC
SOLEShares233.32K
TypeSH
Market value$73.03M
2.09%
Sole
231.67K
Shared
0.00
None
1.65K
WALMART INC
SOLEShares625.72K
TypeSH
Market value$69.71M
1.99%
Sole
622.47K
Shared
0.00
None
3.25K
RTX CORPORATION
SOLEShares368.35K
TypeSH
Market value$67.55M
1.93%
Sole
367.63K
Shared
0.00
None
713.00
MCKESSON CORP
SOLEShares78.58K
TypeSH
Market value$64.52M
1.85%
Sole
78.31K
Shared
0.00
None
267.00
AMAZON COM INC
SOLEShares272.85K
TypeSH
Market value$62.98M
1.80%
Sole
271.02K
Shared
0.00
None
1.83K
NVIDIA CORPORATION
SOLEShares327.58K
TypeSH
Market value$61.09M
1.75%
Sole
325.96K
Shared
0.00
None
1.62K
SPDR S&P 500 ETF TR
SOLEShares82.76K
TypeSH
Market value$56.60M
1.62%
Sole
82.70K
Shared
0.00
None
60.00
NEWMONT CORP
SOLEShares559.01K
TypeSH
Market value$55.82M
1.60%
Sole
556.75K
Shared
0.00
None
2.26K
JOHNSON & JOHNSON
SOLEShares258.06K
TypeSH
Market value$53.41M
1.53%
Sole
255.67K
Shared
0.00
None
2.40K
BLACKROCK INC
SOLEShares48.92K
TypeSH
Market value$52.36M
1.50%
Sole
48.62K
Shared
0.00
None
296.00
CISCO SYS INC
SOLEShares666.98K
TypeSH
Market value$51.38M
1.47%
Sole
666.25K
Shared
0.00
None
724.00
ISHARES TR
SOLEShares425.40K
TypeSH
Market value$51.12M
1.46%
Sole
425.34K
Shared
0.00
None
55.00
CIENA CORP
SOLEShares200.42K
TypeSH
Market value$46.87M
1.34%
Sole
198.61K
Shared
0.00
None
1.82K
QUALCOMM INC
SOLEShares273.52K
TypeSH
Market value$46.79M
1.34%
Sole
271.40K
Shared
0.00
None
2.12K
SAP SE
SOLEShares172.04K
TypeSH
Market value$41.79M
1.20%
Sole
171.51K
Shared
0.00
None
537.00
ALLSTATE CORP
SOLEShares188.26K
TypeSH
Market value$39.38M
1.13%
Sole
188.25K
Shared
0.00
None
18.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 349.27K | SH | $168.92M 4.83% | 347.15K | 0.00 | 2.12K |
APPLE INCSOLE | COM | 617.56K | SH | $167.89M 4.80% | 615.22K | 0.00 | 2.34K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 257.23K | SH | $125.49M 3.59% | 257.22K | 0.00 | 5.00 |
JPMORGAN CHASE & CO.SOLE | COM | 356.61K | SH | $114.91M 3.29% | 354.38K | 0.00 | 2.23K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 269.84K | SH | $90.47M 2.59% | 269.84K | 0.00 | 0.00 |
EMBRAER S.A.SOLE | SPONSORED ADS | 1.34M | SH | $86.18M 2.47% | 1.33M | 0.00 | 4.35K |
ISHARES TRSOLE | MSCI EAFE ETF | 821.59K | SH | $78.90M 2.26% | 821.46K | 0.00 | 130.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 83.71K | SH | $73.58M 2.11% | 83.09K | 0.00 | 624.00 |
SCHWAB CHARLES CORPSOLE | COM | 735.54K | SH | $73.49M 2.10% | 735.33K | 0.00 | 214.00 |
ALPHABET INCSOLE | CAP STK CL A | 233.32K | SH | $73.03M 2.09% | 231.67K | 0.00 | 1.65K |
WALMART INCSOLE | COM | 625.72K | SH | $69.71M 1.99% | 622.47K | 0.00 | 3.25K |
RTX CORPORATIONSOLE | COM | 368.35K | SH | $67.55M 1.93% | 367.63K | 0.00 | 713.00 |
MCKESSON CORPSOLE | COM | 78.58K | SH | $64.52M 1.85% | 78.31K | 0.00 | 267.00 |
AMAZON COM INCSOLE | COM | 272.85K | SH | $62.98M 1.80% | 271.02K | 0.00 | 1.83K |
NVIDIA CORPORATIONSOLE | COM | 327.58K | SH | $61.09M 1.75% | 325.96K | 0.00 | 1.62K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 82.76K | SH | $56.60M 1.62% | 82.70K | 0.00 | 60.00 |
NEWMONT CORPSOLE | COM | 559.01K | SH | $55.82M 1.60% | 556.75K | 0.00 | 2.26K |
JOHNSON & JOHNSONSOLE | COM | 258.06K | SH | $53.41M 1.53% | 255.67K | 0.00 | 2.40K |
BLACKROCK INCSOLE | COM | 48.92K | SH | $52.36M 1.50% | 48.62K | 0.00 | 296.00 |
CISCO SYS INCSOLE | COM | 666.98K | SH | $51.38M 1.47% | 666.25K | 0.00 | 724.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 425.40K | SH | $51.12M 1.46% | 425.34K | 0.00 | 55.00 |
CIENA CORPSOLE | COM NEW | 200.42K | SH | $46.87M 1.34% | 198.61K | 0.00 | 1.82K |
QUALCOMM INCSOLE | COM | 273.52K | SH | $46.79M 1.34% | 271.40K | 0.00 | 2.12K |
SAP SESOLE | SPON ADR | 172.04K | SH | $41.79M 1.20% | 171.51K | 0.00 | 537.00 |
ALLSTATE CORPSOLE | COM | 188.26K | SH | $39.38M 1.13% | 188.25K | 0.00 | 18.00 |
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