Becker Capital Management Inc Top Holdings and 13F Report (2025)

About Becker Capital Management Inc

Investment Activity

Becker Capital Management Inc has $3.03 billion in total holdings as of March 31, 2025.
Becker Capital Management Inc owns shares of 274 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
Approximately 3.15% of the portfolio was purchased this quarter.
About 3.00% of the portfolio was sold this quarter.
This quarter, Becker Capital Management Inc has purchased 272 new stocks and bought additional shares in 79 stocks.
Becker Capital Management Inc sold shares of 119 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Apple: $144,938,811
Microsoft: $136,065,056
JPMorgan Chase & Co.: $92,601,370
Vanguard Growth ETF: $83,242,220
Vanguard Total Stock Market ETF: $74,940,077

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway: $3,193,767 Holding
808524300 - Schwab U.S. Large-Cap Growth ETF: $2,251,497 Holding
464287432 - iShares 20+ Year Treasury Bond ETF: $1,349,975 Holding
46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF: $1,061,163 Holding
92206C680 - Vanguard Russell 1000 Growth ETF: $927,900 Holding

Largest Purchases this Quarter

Grocery Outlet: 1,427,404 shares (about $19.96M)
NVIDIA: 112,896 shares (about $12.24M)
Teleflex: 79,152 shares (about $10.94M)
Meta Platforms: 14,035 shares (about $8.09M)
Newmont: 67,083 shares (about $3.24M)

Largest Sales this Quarter

Alphabet: 54,826 shares (about $8.48M)
Embraer: 173,764 shares (about $8.03M)
Baxter International: 197,036 shares (about $6.78M)
Walmart: 70,458 shares (about $6.20M)
Adobe: 14,652 shares (about $5.62M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$144,938,811	$2,321,038 ▼	-1.6%	652,495	4.8%	Computer and Technology
MSFT Microsoft	$136,065,056	$492,887 ▼	-0.4%	362,463	4.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$92,601,370	$1,821,596 ▼	-1.9%	377,503	3.1%	Finance
VUG Vanguard Growth ETF	$83,242,220	$3,155,685 ▲	3.9%	224,481	2.7%	ETF
VTI Vanguard Total Stock Market ETF	$74,940,077	$82,727 ▼	-0.1%	272,668	2.5%	ETF
ERJ Embraer	$71,204,180	$8,027,897 ▼	-10.1%	1,541,216	2.3%	Aerospace
IJR iShares Core S&P Small-Cap ETF	$59,503,937	$25,097 ▲	0.0%	569,034	2.0%	ETF
SCHW Charles Schwab	$59,194,266	$1,715,898 ▼	-2.8%	756,186	2.0%	Finance
WMT Walmart	$59,193,089	$6,202,053 ▼	-9.5%	672,459	2.0%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$58,809,837	$1,150,841 ▲	2.0%	719,562	1.9%	Finance
MCK McKesson	$56,555,826	$533,571 ▼	-0.9%	83,948	1.9%	Medical
SPY SPDR S&P 500 ETF Trust	$52,319,651	$481,412 ▲	0.9%	93,247	1.7%	Finance
RTX RTX	$50,333,114	$962,588 ▼	-1.9%	379,987	1.7%	Aerospace
GS The Goldman Sachs Group	$47,912,156	$3,332,901 ▼	-6.5%	87,705	1.6%	Finance
BLACKROCK INC	$47,767,778	$626,568 ▼	-1.3%	50,469	1.6%	COM
AMZN Amazon.com	$47,352,480	$34,437 ▼	-0.1%	248,883	1.6%	Retail/Wholesale
SAP SAP	$46,091,954	$1,668,892 ▼	-3.5%	171,703	1.5%	Computer and Technology
CSCO Cisco Systems	$43,976,377	$1,551,265 ▼	-3.4%	712,630	1.4%	Computer and Technology
QCOM QUALCOMM	$42,381,751	$146,390 ▼	-0.3%	275,905	1.4%	Computer and Technology
JNJ Johnson & Johnson	$42,310,538	$456,391 ▲	1.1%	255,129	1.4%	Medical
ALL Allstate	$40,477,708	$340,612 ▼	-0.8%	194,538	1.3%	Finance
CVX Chevron	$40,132,546	$697,599 ▲	1.8%	239,898	1.3%	Energy
VZ Verizon Communications	$38,224,747	$824,464 ▼	-2.1%	842,697	1.3%	Computer and Technology
GOOGL Alphabet	$35,791,894	$8,478,293 ▼	-19.2%	231,453	1.2%	Computer and Technology
SYY Sysco	$35,580,292	$245,081 ▼	-0.7%	474,151	1.2%	Consumer Staples
CRM Salesforce	$35,122,957	$1,448,071 ▼	-4.0%	130,880	1.2%	Computer and Technology
PG Procter & Gamble	$34,579,404	$49,933 ▲	0.1%	202,907	1.1%	Consumer Staples
BRK.B Berkshire Hathaway	$34,359,932	$143,797 ▼	-0.4%	64,516	1.1%	Finance
APD Air Products and Chemicals	$33,968,209	$133,598 ▲	0.4%	115,178	1.1%	Basic Materials
HD Home Depot	$33,650,079	$1,130,257 ▼	-3.2%	91,817	1.1%	Retail/Wholesale
NEM Newmont	$32,721,346	$3,238,768 ▲	11.0%	677,741	1.1%	Basic Materials
FE FirstEnergy	$32,035,965	$617,496 ▲	2.0%	792,577	1.1%	Utilities
SNY Sanofi	$30,902,756	$191,004 ▲	0.6%	557,208	1.0%	Medical
AZO AutoZone	$30,349,729	$495,661 ▲	1.7%	7,960	1.0%	Retail/Wholesale
KMI Kinder Morgan	$29,072,384	$4,740,117 ▼	-14.0%	1,019,011	1.0%	Energy
VNQ Vanguard Real Estate ETF	$28,368,989	$2,677,177 ▲	10.4%	313,331	0.9%	ETF
AZN AstraZeneca	$28,012,100	$155,820 ▲	0.6%	381,117	0.9%	Medical
MRK Merck & Co., Inc.	$27,907,445	$235,201 ▲	0.8%	308,143	0.9%	Medical
AMGN Amgen	$27,820,368	$135,524 ▼	-0.5%	89,297	0.9%	Medical
NKE NIKE	$27,478,622	$682,544 ▼	-2.4%	430,088	0.9%	Consumer Discretionary
BKR Baker Hughes	$26,652,311	$602,994 ▼	-2.2%	606,423	0.9%	Energy
COST Costco Wholesale	$25,218,202	$6,620 ▼	0.0%	26,664	0.8%	Retail/Wholesale
CARR Carrier Global	$25,060,072	$61,942 ▼	-0.2%	395,269	0.8%	Computer and Technology
GO Grocery Outlet	$25,059,584	$19,955,108 ▲	390.9%	1,792,531	0.8%	Consumer Staples
CB Chubb	$24,809,848	$570,042 ▲	2.4%	81,910	0.8%	Finance
DIS Walt Disney	$23,874,050	$677,773 ▲	2.9%	241,885	0.8%	Consumer Discretionary
USB U.S. Bancorp	$23,741,079	$186,346 ▼	-0.8%	555,733	0.8%	Finance
PHG Koninklijke Philips	$23,198,506	$818,261 ▼	-3.4%	913,327	0.8%	Medical
PFE Pfizer	$23,160,769	$1,169,315 ▲	5.3%	914,000	0.8%	Medical
IEMG iShares Core MSCI Emerging Markets ETF	$22,953,783	$1,717,489 ▼	-7.0%	425,306	0.8%	ETF
GD General Dynamics	$22,732,082	$485,465 ▼	-2.1%	83,396	0.7%	Aerospace
V Visa	$22,157,649	$26,635 ▼	-0.1%	63,224	0.7%	Business Services
PYPL PayPal	$21,308,823	$855,558 ▼	-3.9%	326,572	0.7%	Computer and Technology
FLEX Flex	$20,785,422	$352,864 ▼	-1.7%	628,338	0.7%	Computer and Technology
SO Southern	$20,442,141	$915,086 ▲	4.7%	222,318	0.7%	Utilities
INTC Intel	$19,725,241	$1,007,483 ▼	-4.9%	868,571	0.7%	Computer and Technology
MEOH Methanex	$19,182,861	$481,330 ▲	2.6%	546,676	0.6%	Basic Materials
DEO Diageo	$19,136,010	$190,777 ▼	-1.0%	179,848	0.6%	Consumer Staples
KR Kroger	$17,654,568	$115,885 ▼	-0.7%	260,815	0.6%	Retail/Wholesale
BAX Baxter International	$17,623,211	$6,778,484 ▼	-27.8%	512,269	0.6%	Medical
NVDA NVIDIA	$17,273,129	$12,236,023 ▲	242.9%	159,371	0.6%	Computer and Technology
HON Honeywell International	$16,695,006	$611,746 ▲	3.8%	78,843	0.6%	Multi-Sector Conglomerates
TKR Timken	$16,142,506	$483,613 ▲	3.1%	224,607	0.5%	Computer and Technology
SHEL Shell	$15,846,053	$369,258 ▲	2.4%	216,240	0.5%	Energy
TE CONNECTIVITY PLC	$15,581,237	$608,100 ▼	-3.8%	110,255	0.5%	ORD SHS
ETN Eaton	$15,369,269	$2,401,890 ▲	18.5%	56,540	0.5%	Industrials
CIEN Ciena	$14,611,793	$343,907 ▼	-2.3%	241,797	0.5%	Computer and Technology
MOH Molina Healthcare	$14,169,041	$13,505 ▼	-0.1%	43,016	0.5%	Medical
META Meta Platforms	$14,022,756	$8,089,165 ▲	136.3%	24,330	0.5%	Computer and Technology
IVV iShares Core S&P 500 ETF	$14,012,255	$538,868 ▲	4.0%	24,937	0.5%	ETF
ACN Accenture	$13,805,586	$1,183,256 ▼	-7.9%	44,243	0.5%	Computer and Technology
O Realty Income	$13,711,180	$135,163 ▼	-1.0%	236,359	0.5%	Finance
IEFA iShares Core MSCI EAFE ETF	$13,304,793	$1,585,246 ▲	13.5%	175,873	0.4%	ETF
BX Blackstone	$12,901,834	$234,271 ▼	-1.8%	92,301	0.4%	Finance
TFX Teleflex	$12,166,524	$10,938,015 ▲	890.3%	88,042	0.4%	Medical
XOM Exxon Mobil	$11,635,398	$146,760 ▼	-1.2%	97,834	0.4%	Energy
EMR Emerson Electric	$11,339,189	$234,959 ▼	-2.0%	103,422	0.4%	Industrials
DGX Quest Diagnostics	$11,202,056	$1,266,124 ▼	-10.2%	66,206	0.4%	Medical
BDX Becton, Dickinson and Company	$11,050,771	$110,636 ▼	-1.0%	48,244	0.4%	Medical
ECL Ecolab	$10,415,770	$311,871 ▼	-2.9%	40,979	0.3%	Basic Materials
BAC Bank of America	$10,010,785	$96,939 ▼	-1.0%	239,894	0.3%	Finance
XVV iShares ESG Select Screened S&P 500 ETF	$9,862,440	$1,165,401 ▲	13.4%	230,524	0.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$7,912,381	$173,940 ▼	-2.2%	155,664	0.3%	ETF
SBUX Starbucks	$7,849,457	$831,509 ▼	-9.6%	80,023	0.3%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$7,030,773	$331,550 ▲	4.9%	35,244	0.2%	Finance
BROOKFIELD RENEWABLE CORP	$6,888,842	$654,445 ▲	10.5%	246,735	0.2%	CL A EX SUB VTG
MS Morgan Stanley	$6,778,061	$61,252 ▼	-0.9%	58,096	0.2%	Finance
GLD SPDR Gold Shares	$6,437,624	$5,763 ▲	0.1%	22,342	0.2%	Finance
ADBE Adobe	$6,213,186	$5,619,482 ▼	-47.5%	16,200	0.2%	Computer and Technology
IJJ iShares S&P Mid-Cap 400 Value ETF	$5,843,303		0.0%	48,804	0.2%	ETF
BLKB Blackbaud	$5,766,493	$158,414 ▼	-2.7%	92,933	0.2%	Computer and Technology
LW Lamb Weston	$5,528,596	$562,262 ▼	-9.2%	103,726	0.2%	Consumer Staples
AVGO Broadcom	$5,516,484	$487,556 ▼	-8.1%	32,948	0.2%	Computer and Technology
VOO Vanguard S&P 500 ETF	$5,510,017	$592,525 ▲	12.0%	10,722	0.2%	ETF
UNP Union Pacific	$5,498,014	$216,868 ▼	-3.8%	23,273	0.2%	Transportation
VGK Vanguard FTSE Europe ETF	$5,258,345	$160,288 ▼	-3.0%	74,895	0.2%	ETF
WBD Warner Bros. Discovery	$5,107,717	$746,014 ▲	17.1%	476,022	0.2%	Consumer Discretionary
FI Fiserv	$5,086,157	$7,067 ▲	0.1%	23,032	0.2%	Business Services
WM Waste Management	$5,080,719	$213,684 ▲	4.4%	21,946	0.2%	Business Services
UL Unilever	$5,020,482	$306,087 ▲	6.5%	84,307	0.2%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Becker Capital Management Inc Top Holdings and 13F Report (2025)

About Becker Capital Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Becker Capital Management Inc Top Holdings and 13F Report (2025)

About Becker Capital Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBecker Capital Management Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools