Becker Capital Management Inc Top Holdings and 13F Report (2025) About Becker Capital Management IncInvestment ActivityBecker Capital Management Inc has $3.21 billion in total holdings as of June 30, 2025.Becker Capital Management Inc owns shares of 278 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 2.80% of the portfolio was purchased this quarter.About 4.14% of the portfolio was sold this quarter.This quarter, Becker Capital Management Inc has purchased 274 new stocks and bought additional shares in 66 stocks.Becker Capital Management Inc sold shares of 141 stocks and completely divested from 9 stocks this quarter.Largest Holdings Microsoft $179,841,166Apple $128,895,864JPMorgan Chase & Co. $108,629,719Vanguard Growth ETF $104,928,205Embraer-Empresa Brasileira de Aeronautica $85,176,799 Largest New Holdings this Quarter 595017104 - Microchip Technology $6,897,949 Holding116794108 - Bruker $1,755,532 Holding53566V106 - LINEAGE INC $1,297,969 Holding92206C409 - Vanguard Short-Term Corporate Bond ETF $398,772 Holding009066101 - Airbnb $296,442 Holding Largest Purchases this Quarter NVIDIA 167,395 shares (about $26.45M)Eli Lilly and Company 16,022 shares (about $12.49M)Microchip Technology 98,024 shares (about $6.90M)Meta Platforms 9,065 shares (about $6.69M)Vanguard Growth ETF 14,587 shares (about $6.40M) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 154,449 shares (about $16.88M)Pfizer 534,034 shares (about $12.94M)Grocery Outlet 1,016,246 shares (about $12.62M)Verizon Communications 273,553 shares (about $11.84M)NIKE 153,979 shares (about $11.00M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBecker Capital Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$179,841,166$451,649 ▼-0.3%361,5555.6%Computer and TechnologyAAPLApple$128,895,864$4,976,606 ▼-3.7%628,2394.0%Computer and TechnologyJPMJPMorgan Chase & Co.$108,629,719$812,037 ▼-0.7%374,7023.4%FinanceVUGVanguard Growth ETF$104,928,205$6,402,311 ▲6.5%239,0683.3%ETFERJEmbraer-Empresa Brasileira de Aeronautica$85,176,799$2,533,804 ▼-2.9%1,496,6932.7%AerospaceVTIVanguard Total Stock Market ETF$80,877,039$2,243,951 ▼-2.7%265,3072.5%ETFSCHWCharles Schwab$68,962,780$31,660 ▼0.0%755,8392.1%FinanceEFAiShares MSCI EAFE ETF$67,687,126$3,365,446 ▲5.2%757,2112.1%FinanceWMTWalmart$65,247,146$505,914 ▼-0.8%667,2852.0%Retail/WholesaleGSThe Goldman Sachs Group$61,828,769$244,173 ▼-0.4%87,3601.9%FinanceAMZNAmazon.com$59,692,509$5,090,067 ▲9.3%272,0841.9%Retail/WholesaleMCKMcKesson$59,381,961$2,193,138 ▼-3.6%80,9581.9%MedicalSPYSPDR S&P 500 ETF Trust$57,381,405$395,311 ▼-0.7%92,6091.8%FinanceRTXRTX$54,175,951$1,309,801 ▼-2.4%371,0171.7%AerospaceBLACKROCK INC$52,933,479$20,985 ▼0.0%50,4491.6%COMNVDANVIDIA$51,629,053$26,448,423 ▲105.0%326,7661.6%Computer and TechnologySAPSAP$51,617,326$597,557 ▼-1.1%169,7381.6%Computer and TechnologyCSCOCisco Systems$49,019,306$422,940 ▼-0.9%706,5341.5%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$45,310,028$16,879,744 ▼-27.1%414,5851.4%ETFQCOMQUALCOMM$44,441,168$500,554 ▲1.1%279,0481.4%Computer and TechnologyJNJJohnson & Johnson$39,745,146$774,138 ▲2.0%260,1971.2%MedicalGOOGLAlphabet$39,628,502$1,160,475 ▼-2.8%224,8681.2%Computer and TechnologyALLAllstate$39,120,486$237,111 ▼-0.6%193,3661.2%FinanceCVXChevron$35,612,364$1,261,361 ▲3.7%248,7071.1%EnergyCRMSalesforce$35,338,885$405,014 ▼-1.1%129,3971.1%Computer and TechnologySYYSysco$35,036,567$875,630 ▼-2.4%462,5901.1%Consumer StaplesNEMNewmont$33,757,255$5,727,951 ▼-14.5%579,4241.1%Basic MaterialsHDHome Depot$33,608,855$54,996 ▼-0.2%91,6671.0%Retail/WholesaleAPDAir Products and Chemicals$32,809,418$322,394 ▲1.0%116,3211.0%Basic MaterialsPGProcter & Gamble$32,634,306$307,169 ▲1.0%204,8351.0%Consumer StaplesFEFirstEnergy$32,480,603$571,450 ▲1.8%806,7711.0%UtilitiesBRK.BBerkshire Hathaway$31,436,120$96,182 ▲0.3%64,7141.0%FinanceDISWalt Disney$30,131,330$135,171 ▲0.5%242,9750.9%Consumer DiscretionaryFLEXFlex$30,043,254$1,323,379 ▼-4.2%601,8280.9%Computer and TechnologyKMIKinder Morgan$29,575,254$383,670 ▼-1.3%1,005,9610.9%EnergyAZOAutoZone$29,523,366$25,986 ▼-0.1%7,9530.9%Retail/WholesaleCARRCarrier Global$29,508,007$578,274 ▲2.0%403,1700.9%ConstructionVNQVanguard Real Estate ETF$28,069,753$164,494 ▲0.6%315,1780.9%ETFSNYSanofi$27,459,404$540,686 ▲2.0%568,4000.9%MedicalCOSTCostco Wholesale$26,243,496$152,452 ▼-0.6%26,5100.8%Retail/WholesaleAZNAstraZeneca$26,089,489$542,968 ▼-2.0%373,3470.8%MedicalUSBU.S. Bancorp$24,969,242$454,880 ▼-1.8%545,7900.8%FinanceAMGNAmgen$24,910,632$22,058 ▼-0.1%89,2180.8%MedicalMETAMeta Platforms$24,648,410$6,690,757 ▲37.3%33,3950.8%Computer and TechnologyVZVerizon Communications$24,626,865$11,836,640 ▼-32.5%569,1440.8%Computer and TechnologyCBChubb$24,396,644$586,319 ▲2.5%83,9270.8%FinanceIEMGiShares Core MSCI Emerging Markets ETF$24,385,325$1,145,793 ▼-4.5%406,2190.8%ETFPYPLPayPal$24,329,693$58,861 ▲0.2%327,3640.8%Business ServicesGDGeneral Dynamics$24,318,320$4,958 ▼0.0%83,3790.8%AerospaceMRKMerck & Co., Inc.$24,305,532$337,322 ▼-1.4%303,9250.8%MedicalBKRBaker Hughes$23,265,255$14,991 ▲0.1%606,8140.7%EnergyVVisa$22,545,488$97,639 ▲0.4%63,4990.7%Business ServicesETNEaton$22,345,433$2,161,218 ▲10.7%62,5940.7%IndustrialsPHGKoninklijke Philips$21,856,691$44,891 ▼-0.2%911,4550.7%MedicalSOSouthern$21,492,996$1,077,533 ▲5.3%234,0520.7%UtilitiesNKENIKE$19,726,099$11,000,746 ▼-35.8%276,1090.6%Consumer DiscretionaryINTCIntel$19,500,941$44,957 ▲0.2%870,5780.6%Computer and TechnologyHONHoneywell International$19,436,165$1,075,207 ▲5.9%83,4600.6%Multi-Sector ConglomeratesMEOHMethanex$18,655,458$560,482 ▲3.1%563,6090.6%Basic MaterialsKRKroger$18,383,682$324,578 ▼-1.7%256,2900.6%Retail/WholesaleCIENCiena$18,134,801$1,530,549 ▼-7.8%222,9780.6%Computer and TechnologyDEODiageo$17,830,126$305,747 ▼-1.7%176,8160.6%Consumer StaplesTE CONNECTIVITY PLC$17,713,893$882,819 ▼-4.7%105,0210.6%ORD SHSLLYEli Lilly and Company$15,843,168$12,489,630 ▲372.4%20,3240.5%MedicalTKRTimken$15,511,553$783,685 ▼-4.8%213,8050.5%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$15,480,866$798,987 ▲5.4%185,4440.5%ETFIVViShares Core S&P 500 ETF$15,400,353$83,202 ▼-0.5%24,8030.5%ETFBAXBaxter International$15,254,975$348,643 ▼-2.2%500,8230.5%MedicalSHELShell$15,121,081$104,347 ▼-0.7%214,7580.5%EnergyBXBlackstone$13,743,560$62,824 ▼-0.5%91,8810.4%FinanceORealty Income$13,311,821$304,814 ▼-2.2%231,0680.4%FinanceMOHMolina Healthcare$12,957,459$142,992 ▲1.1%43,4960.4%MedicalACNAccenture$12,795,780$428,010 ▼-3.2%42,8110.4%Computer and TechnologyDGXQuest Diagnostics$11,721,217$171,367 ▼-1.4%65,2520.4%MedicalEMREmerson Electric$11,524,646$2,264,610 ▼-16.4%86,4370.4%IndustrialsBACBank of America$11,135,212$216,584 ▼-1.9%235,3170.3%FinanceXVViShares ESG Select Screened S&P 500 ETF$10,823,164$170,249 ▼-1.5%226,9540.3%ETFXOMExxon Mobil$10,632,530$86,024 ▲0.8%98,6320.3%EnergyECLEcolab$10,078,484$989,321 ▼-8.9%37,3160.3%Basic MaterialsGOGrocery Outlet$9,641,460$12,621,776 ▼-56.7%776,2850.3%Consumer StaplesPFEPfizer$9,210,376$12,944,984 ▼-58.4%379,9660.3%MedicalAVGOBroadcom$9,004,659$77,458 ▼-0.9%32,6670.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$8,392,318$482,076 ▼-5.4%147,2080.3%ETFBDXBecton, Dickinson and Company$8,314,336$4,306 ▲0.1%48,2690.3%MedicalBROOKFIELD RENEWABLE CORP$8,135,669$47,695 ▲0.6%248,1900.3%CL A EX SUB VTGMSMorgan Stanley$7,993,524$189,879 ▼-2.3%56,7480.2%FinanceIWMiShares Russell 2000 ETF$7,518,099$87,179 ▼-1.1%34,8400.2%FinanceMCHPMicrochip Technology$6,897,949$6,897,949 ▲New Holding98,0240.2%Computer and TechnologyVOOVanguard S&P 500 ETF$6,863,936$754,936 ▲12.4%12,0470.2%ETFGLDSPDR Gold Shares$6,840,995$30,483 ▲0.4%22,4420.2%FinanceSBUXStarbucks$6,623,842$708,667 ▼-9.7%72,2890.2%Retail/WholesaleIJJiShares S&P Mid-Cap 400 Value ETF$6,031,1990.0%48,8040.2%ETFADBEAdobe$5,903,016$364,441 ▼-5.8%15,2580.2%Computer and TechnologyVGKVanguard FTSE Europe ETF$5,690,474$113,926 ▼-2.0%73,4250.2%ETFTFXTeleflex$5,675,718$4,744,935 ▼-45.5%47,9530.2%MedicalWMWaste Management$5,556,894$535,210 ▲10.7%24,2850.2%Business ServicesUNPUnion Pacific$5,281,947$72,705 ▼-1.4%22,9570.2%TransportationBLKBBlackbaud$5,188,168$779,060 ▼-13.1%80,8000.2%Computer and TechnologyULUnilever$4,855,675$301,385 ▼-5.8%79,3800.2%Consumer StaplesLWLamb Weston$4,737,794$640,399 ▼-11.9%91,3750.1%Consumer StaplesShowing largest 100 holdings. 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