BECKER CAPITAL MANAGEMENT INC

data from 30/09/2025

Capitalization

$ 3.423 B 6.67 %

Average holding period

20 ans

Performance

$ 2.723 B 70 869.87 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in BECKER CAPITAL MANAGEMENT INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 5.44% 186.042 M $ 359189 2013/06/30 7.426 M $ 4.13 %
2025/09/30 AAPL APPLE INC 4.62% 158.222 M $ 621381 2013/06/30 31.073 M $ 24.11 %
2025/09/30 VUG VANGUARD INDEX FDS 3.53% 120.912 M $ 251839 2023/03/31 9.852 M $ 9.39 %
2025/09/30 JPM JPMORGAN CHASE & CO. 3.30% 112.904 M $ 357936 2013/06/30 9.562 M $ 8.80 %
2025/09/30 VTI VANGUARD INDEX FDS 2.56% 87.537 M $ 266007 2023/03/31 6.431 M $ 7.95 %
2025/09/30 ERJ EMBRAER S.A. 2.52% 86.365 M $ 1428695 2016/09/30 5.298 M $ 6.22 %
2025/09/30 EFA ISHARES TR 2.19% 74.856 M $ 801714 2023/03/31 3.014 M $ 4.45 %
2025/09/30 SCHW SCHWAB CHARLES CORP 2.08% 71.347 M $ 747319 2020/03/31 3.197 M $ 4.64 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 1.94% 66.347 M $ 83314 2013/06/30 7.740 M $ 12.52 %
2025/09/30 WMT WALMART INC 1.93% 66.076 M $ 641141 2013/06/30 3.523 M $ 5.40 %
2025/09/30 RTX RTX CORPORATION 1.81% 61.941 M $ 370174 2020/06/30 7.906 M $ 14.59 %
2025/09/30 MCK MCKESSON CORP 1.79% 61.401 M $ 79395 2013/06/30 3.219 M $ 5.42 %
2025/09/30 NVDA NVIDIA CORPORATION 1.79% 61.152 M $ 327732 2021/06/30 9.342 M $ 18.09 %
2025/09/30 AMZN AMAZON COM INC 1.75% 59.868 M $ 272659 2019/06/30 48.975 K $ 0.08 %
2025/09/30 BLK BLACKROCK INC 1.69% 57.993 M $ 49742 2024/12/31 5.883 M $ 11.11 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.61% 54.954 M $ 82265 2023/03/31 4.476 M $ 7.80 %
2025/09/30 GOOGL ALPHABET INC 1.59% 54.496 M $ 224171 2015/09/30 15.037 M $ 37.94 %
2025/09/30 IJR ISHARES TR 1.48% 50.771 M $ 427257 2023/03/31 3.955 M $ 8.73 %
2025/09/30 NEM NEWMONT CORP 1.42% 48.676 M $ 577346 2015/03/31 15.094 M $ 44.71 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.40% 47.950 M $ 258600 2013/06/30 8.501 M $ 21.39 %
2025/09/30 CSCO CISCO SYS INC 1.35% 46.112 M $ 673956 2013/06/30 -678.272 K $ -1.38 %
2025/09/30 QCOM QUALCOMM INC 1.33% 45.686 M $ 274623 2015/09/30 1.981 M $ 4.46 %
2025/09/30 SAP SAP SE 1.31% 44.768 M $ 167537 2020/12/31 -6.262 M $ -12.13 %
2025/09/30 ALL ALLSTATE CORP 1.20% 41.173 M $ 190919 2013/06/30 2.580 M $ 6.59 %
2025/09/30 CVX CHEVRON CORP NEW 1.14% 39.101 M $ 251794 2013/06/30 3.009 M $ 8.45 %
2025/09/30 SYY SYSCO CORP 1.11% 38.043 M $ 462025 2018/03/31 3.053 M $ 8.71 %
2025/09/30 HD HOME DEPOT INC 1.09% 37.317 M $ 92098 2017/09/30 3.534 M $ 10.51 %
2025/09/30 FE FIRSTENERGY CORP 1.08% 37.087 M $ 809400 2017/03/31 4.486 M $ 13.81 %
2025/09/30 FLEX FLEX LTD 1.00% 34.265 M $ 591081 2018/06/30 4.845 M $ 16.13 %
2025/09/30 AZO AUTOZONE INC 0.98% 33.468 M $ 7801 2021/03/31 4.597 M $ 15.57 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.96% 32.757 M $ 65157 2015/12/31 1.098 M $ 3.49 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.93% 31.889 M $ 116928 2018/03/31 -1.086 M $ -3.31 %
2025/09/30 CIEN CIENA CORP 0.93% 31.767 M $ 218076 2017/09/30 14.346 M $ 79.11 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.91% 31.284 M $ 203608 2013/06/30 -1.161 M $ -3.56 %
2025/09/30 CRM SALESFORCE INC 0.90% 30.795 M $ 129711 2020/06/30 -4.618 M $ -13.07 %
2025/09/30 BKR BAKER HUGHES COMPANY 0.87% 29.635 M $ 608270 2018/03/31 6.299 M $ 27.07 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.85% 29.226 M $ 319685 2023/03/31 743.820 K $ 2.65 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.84% 28.708 M $ 84187 2019/12/31 4.114 M $ 16.92 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.84% 28.647 M $ 1011918 2021/03/31 -1.096 M $ -3.71 %
2025/09/30 AZN ASTRAZENECA PLC 0.82% 28.026 M $ 365300 2016/06/30 2.554 M $ 9.79 %
2025/09/30 INTC INTEL CORP 0.81% 27.716 M $ 826097 2013/06/30 9.707 M $ 49.78 %
2025/09/30 DIS DISNEY WALT CO 0.80% 27.352 M $ 238884 2016/06/30 -2.311 M $ -7.67 %
2025/09/30 USB US BANCORP DEL 0.79% 26.871 M $ 550124 2013/06/30 1.681 M $ 6.73 %
2025/09/30 IEMG ISHARES INC 0.78% 26.613 M $ 403710 2023/03/31 2.393 M $ 9.81 %
2025/09/30 META META PLATFORMS INC 0.75% 25.741 M $ 35052 2017/03/31 -123.895 K $ -0.50 %
2025/09/30 CARR CARRIER GLOBAL CORPORATION 0.74% 25.405 M $ 425547 2020/06/30 -5.439 M $ -18.43 %
2025/09/30 MRK MERCK & CO INC 0.73% 25.119 M $ 296427 2013/06/30 1.450 M $ 5.96 %
2025/09/30 AMGN AMGEN INC 0.73% 24.947 M $ 88402 2013/06/30 266.761 K $ 1.07 %
2025/09/30 PHG KONINKLIJKE PHILIPS N V 0.73% 24.839 M $ 911185 2013/06/30 2.990 M $ 13.68 %
2025/09/30 SNY SANOFI SA 0.72% 24.671 M $ 522681 2022/06/30 -630.923 K $ -2.30 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.72% 24.591 M $ 559528 2018/09/30 387.017 K $ 1.57 %
2025/09/30 CB CHUBB LIMITED 0.71% 24.432 M $ 86268 2018/03/31 -626.934 K $ -2.57 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.71% 24.322 M $ 26277 2013/06/30 -1.705 M $ -6.50 %
2025/09/30 ETN EATON CORP PLC 0.68% 23.366 M $ 62435 2019/03/31 1.080 M $ 4.83 %
2025/09/30 SO SOUTHERN CO 0.67% 22.791 M $ 240492 2017/06/30 688.112 K $ 3.20 %
2025/09/30 TEL TE CONNECTIVITY PLC 0.65% 22.337 M $ 101751 2024/09/30 5.341 M $ 30.15 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.65% 22.333 M $ 333027 2022/03/31 -2.377 M $ -9.77 %
2025/09/30 V VISA INC 0.63% 21.620 M $ 63331 2017/12/31 -868.031 K $ -3.85 %
2025/09/30 MEOH METHANEX CORP 0.61% 21.013 M $ 528419 2014/12/31 3.754 M $ 20.12 %
2025/09/30 NKE NIKE INC 0.59% 20.085 M $ 286414 2016/12/31 -361.702 K $ -1.83 %
2025/09/30 HON HONEYWELL INTL INC 0.53% 18.115 M $ 86055 2016/06/30 -1.868 M $ -9.61 %
2025/09/30 IEFA ISHARES TR 0.51% 17.464 M $ 200026 2023/03/31 710.250 K $ 4.59 %
2025/09/30 KR KROGER CO 0.50% 17.036 M $ 252721 2013/06/30 -1.107 M $ -6.02 %
2025/09/30 LLY ELI LILLY & CO 0.48% 16.540 M $ 21677 2018/09/30 -335.955 K $ -2.12 %
2025/09/30 IVV ISHARES TR 0.48% 16.517 M $ 24678 2023/03/31 1.200 M $ 7.80 %
2025/09/30 TKR TIMKEN CO 0.47% 16.074 M $ 213804 2024/12/31 562.307 K $ 3.63 %
2025/09/30 BX BLACKSTONE INC 0.45% 15.552 M $ 91028 2020/03/31 1.954 M $ 14.22 %
2025/09/30 SHEL SHELL PLC 0.45% 15.290 M $ 213756 2022/03/31 240.528 K $ 1.59 %
2025/09/30 O REALTY INCOME CORP 0.37% 12.779 M $ 210217 2020/09/30 734.796 K $ 5.52 %
2025/09/30 DGX QUEST DIAGNOSTICS INC 0.36% 12.219 M $ 64117 2019/12/31 714.509 K $ 6.10 %
2025/09/30 BAC BANK AMERICA CORP 0.35% 11.927 M $ 231195 2013/06/30 1.005 M $ 9.02 %
2025/09/30 XVV ISHARES TR 0.34% 11.637 M $ 225869 2023/06/30 869.233 K $ 8.03 %
2025/09/30 XOM EXXON MOBIL CORP 0.32% 11.102 M $ 98462 2013/06/30 488.228 K $ 4.59 %
2025/09/30 EMR EMERSON ELEC CO 0.32% 10.957 M $ 83524 2013/06/30 -185.839 K $ -1.61 %
2025/09/30 AVGO BROADCOM INC 0.31% 10.754 M $ 32596 2023/03/31 1.773 M $ 19.68 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.31% 10.588 M $ 42937 2020/03/31 -2.239 M $ -17.49 %
2025/09/30 ECL ECOLAB INC 0.30% 10.152 M $ 36984 2020/06/30 164.936 K $ 1.64 %
2025/09/30 BRKR BRUKER CORP 0.29% 9.800 M $ 301155 2025/06/30 -371.133 K $ -21.14 %
2025/09/30 BAX BAXTER INTL INC 0.28% 9.536 M $ 415656 2024/09/30 -3.761 M $ -24.66 %
2025/09/30 IWM ISHARES TR 0.27% 9.328 M $ 38550 2023/03/31 911.762 K $ 12.13 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.26% 8.944 M $ 149273 2023/03/31 428.375 K $ 5.10 %
2025/09/30 MS MORGAN STANLEY 0.26% 8.906 M $ 56026 2013/06/30 1.027 M $ 12.85 %
2025/09/30 BDX BECTON DICKINSON & CO 0.26% 8.888 M $ 47488 2013/06/30 720.173 K $ 8.66 %
2025/09/30 VOO VANGUARD INDEX FDS 0.26% 8.864 M $ 14434 2023/03/31 534.284 K $ 7.78 %
2025/09/30 GO GROCERY OUTLET HLDG CORP 0.25% 8.573 M $ 534138 2021/12/31 2.818 M $ 29.23 %
2025/09/30 BEPC BROOKFIELD RENEWABLE CORP 0.25% 8.486 M $ 246557 2024/12/31 407.031 K $ 5.00 %
2025/09/30 PFE PFIZER INC 0.24% 8.303 M $ 325863 2013/06/30 471.157 K $ 5.12 %
2025/09/30 GLD SPDR GOLD TR 0.23% 7.960 M $ 22392 2023/03/31 1.136 M $ 16.61 %
2025/09/30 DEO DIAGEO PLC 0.23% 7.923 M $ 83022 2019/03/31 -956.574 K $ -5.36 %
2025/09/30 MOH MOLINA HEALTHCARE INC 0.21% 7.279 M $ 38040 2023/06/30 -4.634 M $ -35.76 %
2025/09/30 MCHP MICROCHIP TECHNOLOGY INC. 0.20% 6.815 M $ 106112 2025/06/30 -602.847 K $ -8.74 %
2025/09/30 IJJ ISHARES TR 0.19% 6.331 M $ 48804 2023/03/31 299.656 K $ 4.97 %
2025/09/30 GOOG ALPHABET INC 0.18% 6.066 M $ 24906 2015/09/30 1.638 M $ 37.30 %
2025/09/30 VGK VANGUARD INTL EQUITY INDEX F 0.17% 5.837 M $ 73149 2023/03/31 168.877 K $ 2.97 %
2025/09/30 TFX TELEFLEX INCORPORATED 0.17% 5.834 M $ 47677 2024/12/31 191.812 K $ 3.38 %
2025/09/30 SBUX STARBUCKS CORP 0.17% 5.828 M $ 68891 2013/06/30 -508.191 K $ -7.67 %
2025/09/30 WM WASTE MGMT INC DEL 0.16% 5.575 M $ 25245 2018/03/31 -194.037 K $ -3.49 %
2025/09/30 HOLX HOLOGIC INC 0.16% 5.518 M $ 81755 2020/09/30 158.777 K $ 3.58 %
2025/09/30 ADBE ADOBE INC 0.16% 5.401 M $ 15310 2023/03/31 -520.755 K $ -8.82 %
2025/09/30 UNP UNION PAC CORP 0.16% 5.354 M $ 22652 2013/06/30 144.399 K $ 2.73 %