Latest BECKER CAPITAL MANAGEMENT INC Stock Portfolio

BECKER CAPITAL MANAGEMENT INC Performance:

2025 Q2: 5.29%YTD: 3.85%2024: 12.1%

Performance for 2025 Q2 is 5.29%, and YTD is 3.85%, and 2024 is 12.1%.

About BECKER CAPITAL MANAGEMENT INC and 13F Hedge Fund Stock Holdings

BECKER CAPITAL MANAGEMENT INC is a hedge fund based in PORTLAND, OR. On 30-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $3.9 Billions. In it's latest 13F Holdings report, BECKER CAPITAL MANAGEMENT INC reported an equity portfolio of $3.2 Billions as of 30 Jun, 2025.

The top stock holdings of BECKER CAPITAL MANAGEMENT INC are MSFT, AAPL, JPM. The fund has invested 5.6% of it's portfolio in MICROSOFT CORP and 4% of portfolio in APPLE INC.

The fund managers got completely rid off WAFD INC (WAFD), C H ROBINSON WORLDWIDE INC (CHRW) and AMERICAN HEALTHCARE REIT INC stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), VANGUARD INDEX FDS (VB) and PFIZER INC (PFE). BECKER CAPITAL MANAGEMENT INC opened new stock positions in MICROCHIP TECHNOLOGY INC. (MCHP), BRUKER CORP (BRKR) and LINEAGE INC. The fund showed a lot of confidence in some stocks as they added substantially to ELI LILLY & CO (LLY), NVIDIA CORPORATION (NVDA) and FASTENAL CO (FAST).

BECKER CAPITAL MANAGEMENT INC Annual Return Estimates Vs S&P 500

Our best estimate is that BECKER CAPITAL MANAGEMENT INC made a return of 5.29% in the last quarter. In trailing 12 months, it's portfolio return was 9.74%.

New Buys

Ticker	$ Bought
microchip technology inc.	6,897,950
bruker corp	1,755,530
lineage inc	1,297,970
vanguard scottsdale fds	398,772
airbnb inc	296,442
ishares tr	291,177
ishares tr	271,507
capital one finl corp	231,824

New stocks bought by BECKER CAPITAL MANAGEMENT INC

Additions

Ticker	% Inc.
eli lilly & co	372
nvidia corporation	105
fastenal co	100
ishares tr	72.95
general mls inc	62.62
meta platforms inc	37.26
alaska air group inc	33.4
vanguard whitehall fds	33.35

Additions to existing portfolio by BECKER CAPITAL MANAGEMENT INC

Reductions

Ticker	% Reduced
ishares tr	-86.97
vanguard index fds	-80.82
ishares tr	-63.79
pfizer inc	-58.43
grocery outlet hldg corp	-56.69
teleflex incorporated	-45.53
warner bros discovery inc	-45.51
vanguard world fd	-41.4

BECKER CAPITAL MANAGEMENT INC reduced stake in above stock

Sold off

Ticker	$ Sold
wafd inc	-335,873
american healthcare reit inc	-286,590
vanguard mun bd fds	-222,050
victory portfolios ii	-205,047
c h robinson worldwide inc	-290,723
vanguard scottsdale fds	-226,224
conocophillips	-244,487
otis worldwide corp	-200,652

BECKER CAPITAL MANAGEMENT INC got rid off the above stocks

Sector Distribution

BECKER CAPITAL MANAGEMENT INC has about 30.5% of it's holdings in Others sector.

Sector	%
Others	30.5
Technology	19.1
Financial Services	13.1
Healthcare	7.9
Industrials	6.4
Consumer Defensive	6.2
Consumer Cyclical	4.9
Communication Services	4.1
Energy	3.2
Basic Materials	2.5
Utilities	1.8

Market Cap. Distribution

BECKER CAPITAL MANAGEMENT INC has about 67.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	36.6
MEGA-CAP	30.9
UNALLOCATED	30.5
MID-CAP	1.6

Stocks belong to which Index?

About 66.7% of the stocks held by BECKER CAPITAL MANAGEMENT INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	66.7
Others	33

Top 5 Winners (%)		%
TMC	tmc the metals company inc	283.7 %
AVGO	broadcom inc	64.6 %
PLTR	palantir technologies inc	61.5 %
ORCL	oracle corp	56.4 %
FLEX	flex ltd	50.9 %

Top 5 Winners ($)		$
MSFT	microsoft corp	44.2 M
JPM	jpmorgan chase & co.	16.8 M
GS	goldman sachs group inc	14.2 M
FLEX	flex ltd	10.6 M
SCHW	schwab charles corp	9.8 M

Top 5 Losers (%)		%
UNH	unitedhealth group inc	-40.4 %
FAST	fastenal co	-29.7 %
BDX	becton dickinson & co	-24.8 %
BMY	bristol-myers squibb co	-23.3 %
COLM	columbia sportswear co	-19.3 %

Top 5 Losers ($)		$
AAPL	apple inc	-11.1 M
CVX	chevron corp new	-5.8 M
BKR	baker hughes company	-3.4 M
JNJ	johnson & johnson	-3.3 M
MRK	merck & co inc	-3.3 M

BECKER CAPITAL MANAGEMENT INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BECKER CAPITAL MANAGEMENT INC

BECKER CAPITAL MANAGEMENT INC has 278 stocks in it's portfolio. About 29.7% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for BECKER CAPITAL MANAGEMENT INC last quarter.

Last Reported on: 14 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	MSFT	microsoft corp	5.61	361,555	179,841,000	reduced	-0.25
Historical Trend of MICROSOFT CORP Position Held By BECKER CAPITAL MANAGEMENT INC What % of Portfolio is MSFT?: Number of MSFT shares held: Change in No. of Shares Held:
	AAPL	apple inc	4.02	628,239	128,896,000	reduced	-3.72

	JPM	jpmorgan chase & co.	3.38	374,702	108,630,000	reduced	-0.74

	VB	vanguard index fds	3.27	239,068	104,928,000	added	6.5

	ERJ	embraer s.a.	2.65	1,496,690	85,176,800	reduced	-2.89

	VB	vanguard index fds	2.52	265,307	80,877,000	reduced	-2.7

	SCHW	schwab charles corp	2.15	755,839	68,962,800	reduced	-0.05

	IJR	ishares tr	2.11	757,211	67,687,100	added	5.23

	WMT	walmart inc	2.03	667,285	65,247,100	reduced	-0.77

	GS	goldman sachs group inc	1.93	87,360	61,828,800	reduced	-0.39

	AMZN	amazon com inc	1.86	272,084	59,692,500	added	9.32

	MCK	mckesson corp	1.85	80,958	59,382,000	reduced	-3.56

	SPY	spdr s&p 500 etf tr	1.79	92,609	57,381,400	reduced	-0.68

	RTX	rtx corporation	1.69	371,017	54,176,000	reduced	-2.36

		blackrock inc	1.65	50,449	52,933,500	reduced	-0.04

	NVDA	nvidia corporation	1.61	326,766	51,629,100	added	105

		sap se	1.61	169,738	51,617,300	reduced	-1.14

	CSCO	cisco sys inc	1.53	706,534	49,019,300	reduced	-0.86

	IJR	ishares tr	1.41	414,585	45,310,000	reduced	-27.14

	QCOM	qualcomm inc	1.39	279,048	44,441,200	added	1.14