Becker Capital Management Inc Top Holdings and 13F Report (2025) About Becker Capital Management IncInvestment ActivityBecker Capital Management Inc has $3.06 billion in total holdings as of December 31, 2024.Becker Capital Management Inc owns shares of 272 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 4.38% of the portfolio was purchased this quarter.About 5.15% of the portfolio was sold this quarter.This quarter, Becker Capital Management Inc has purchased 275 new stocks and bought additional shares in 60 stocks.Becker Capital Management Inc sold shares of 136 stocks and completely divested from 15 stocks this quarter.Largest Holdings Apple $166,014,430Microsoft $153,331,412JPMorgan Chase & Co. $92,271,217Vanguard Growth ETF $88,643,332Vanguard Total Stock Market ETF $79,109,059 Largest New Holdings this Quarter BLACKROCK INC $52,414,768 HoldingTimken $15,549,953 HoldingBROOKFIELD RENEWABLE CORP $6,176,340 HoldingTeleflex $1,582,243 HoldingLAM RESEARCH CORP $599,969 Holding Largest Purchases this Quarter BLACKROCK INC 51,131 shares (about $52.41M)Timken 217,878 shares (about $15.55M)Honeywell International 66,858 shares (about $15.10M)Adobe 13,930 shares (about $6.19M)BROOKFIELD RENEWABLE CORP 223,295 shares (about $6.18M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 11,695 shares (about $6.88M)Ciena 51,309 shares (about $4.35M)Grocery Outlet 253,089 shares (about $3.95M)iShares Core MSCI Emerging Markets ETF 62,948 shares (about $3.29M)IMAX 127,525 shares (about $3.26M) 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 PortfolioSectorAAPLApple$166,014,430$1,899,686 ▼-1.1%662,9445.4%Computer and TechnologyMSFTMicrosoft$153,331,412$1,583,152 ▼-1.0%363,7765.0%Computer and TechnologyJPMJPMorgan Chase & Co.$92,271,217$755,325 ▼-0.8%384,9293.0%FinanceVUGVanguard Growth ETF$88,643,332$5,403,454 ▲6.5%215,9712.9%ETFVTIVanguard Total Stock Market ETF$79,109,059$1,955,056 ▼-2.4%272,9692.6%ETFWMTWalmart$67,277,130$1,955,511 ▼-2.8%742,9172.2%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$65,536,441$2,664,232 ▲4.2%568,7942.1%ETFERJEmbraer$62,905,467$2,502,860 ▼-3.8%1,714,9802.1%AerospaceSCHWCharles Schwab$57,587,649$475,736 ▼-0.8%778,1061.9%FinanceAMZNAmazon.com$54,642,151$565,149 ▲1.0%249,0641.8%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$54,329,059$6,877,208 ▼-11.2%92,3891.8%FinanceGOOGLAlphabet$54,192,603$1,194,293 ▼-2.2%286,2791.8%Computer and TechnologyGSThe Goldman Sachs Group$53,714,973$3,069,231 ▼-5.4%93,8061.8%FinanceEFAiShares MSCI EAFE ETF$53,341,435$4,235,598 ▲8.6%705,4811.7%FinanceBLACKROCK INC$52,414,768$52,414,768 ▲New Holding51,1311.7%COMMCKMcKesson$48,354,564$494,730 ▼-1.0%84,7401.6%MedicalCRMSalesforce$45,616,232$1,315,840 ▼-2.8%136,2761.5%Computer and TechnologyRTXRTX$44,813,061$429,784 ▼-0.9%387,2541.5%AerospaceSAPSAP$43,805,684$1,422,109 ▼-3.1%177,9201.4%Computer and TechnologyCSCOCisco Systems$43,675,846$850,348 ▼-1.9%737,7681.4%Computer and TechnologyQCOMQUALCOMM$42,530,910$223,978 ▲0.5%276,8581.4%Computer and TechnologyALLAllstate$38,002,970$774,298 ▼-2.0%196,1751.2%FinanceHDHome Depot$36,915,611$1,610,422 ▲4.6%94,9011.2%Retail/WholesaleSYYSysco$36,503,304$991,610 ▼-2.6%477,4171.2%Consumer StaplesJNJJohnson & Johnson$36,498,698$568,500 ▼-1.5%252,3771.2%MedicalVZVerizon Communications$34,426,301$1,539,255 ▼-4.3%860,8731.1%Computer and TechnologyCVXChevron$34,142,852$343,416 ▼-1.0%235,7281.1%Oils/EnergyPGProcter & Gamble$33,968,230$2,179 ▲0.0%202,6141.1%Consumer StaplesNKENIKE$33,523,223$318,218 ▲1.0%440,7711.1%Consumer DiscretionaryAPDAir Products and Chemicals$33,274,753$58,878 ▼-0.2%114,7251.1%Basic MaterialsKMIKinder Morgan$32,473,275$1,458,529 ▼-4.3%1,185,1561.1%Oils/EnergyFEFirstEnergy$30,920,997$448,122 ▲1.5%777,3001.0%UtilitiesMRKMerck & Co., Inc.$30,642,677$110,417 ▲0.4%305,5461.0%MedicalBRK.BBerkshire Hathaway$29,366,199$79,777 ▲0.3%64,7861.0%FinancePYPLPayPal$28,992,030$59,148 ▲0.2%339,6840.9%Computer and TechnologyCARRCarrier Global$27,136,851$1,289,638 ▼-4.5%396,2460.9%Computer and TechnologyUSBU.S. Bancorp$27,068,892$396,492 ▲1.5%560,0950.9%FinanceSNYSanofi$26,708,038$1,474,777 ▼-5.2%553,7640.9%MedicalMEOHMethanex$26,615,973$264,033 ▲1.0%532,9590.9%Basic MaterialsDISWalt Disney$26,286,543$46,082 ▲0.2%235,0180.9%Consumer DiscretionaryBKRBaker Hughes$25,438,262$1,054,296 ▼-4.0%620,1430.8%Oils/EnergyVNQVanguard Real Estate ETF$25,277,519$1,922,435 ▲8.2%283,7620.8%ETFAZOAutoZone$25,071,660$521,926 ▼-2.0%7,8300.8%Retail/WholesaleAZNAstraZeneca$24,831,884$112,956 ▲0.5%378,9970.8%MedicalFLEXFlex$24,531,402$1,372,903 ▼-5.3%639,0050.8%Computer and TechnologyCOSTCostco Wholesale$24,437,547$109,035 ▼-0.4%26,6710.8%Retail/WholesalePHGKoninklijke Philips$23,941,124$163,947 ▲0.7%945,5420.8%MedicalIEMGiShares Core MSCI Emerging Markets ETF$23,871,294$3,287,147 ▼-12.1%457,1290.8%ETFAMGNAmgen$23,387,770$260,380 ▼-1.1%89,7320.8%MedicalDEODiageo$23,092,021$1,621,543 ▲7.6%181,6410.8%Consumer StaplesPFEPfizer$23,024,203$2,262,161 ▼-8.9%867,8550.8%MedicalNEMNewmont$22,728,699$317,152 ▼-1.4%610,6580.7%Basic MaterialsGDGeneral Dynamics$22,443,288$155,196 ▼-0.7%85,1770.7%AerospaceCBChubb$22,181,636$773,591 ▲3.6%80,0280.7%FinanceCIENCiena$20,989,458$4,351,516 ▼-17.2%247,4880.7%Computer and TechnologyBAXBaxter International$20,813,360$1,789,297 ▼-7.9%709,3050.7%MedicalVVisa$20,005,481$71,110 ▼-0.4%63,3000.7%Business ServicesINTCIntel$18,304,321$4,652,381 ▲34.1%912,9340.6%Computer and TechnologySOSouthern$17,481,970$1,386,022 ▲8.6%212,3660.6%UtilitiesHONHoneywell International$17,157,250$15,102,554 ▲735.0%75,9540.6%Multi-Sector ConglomeratesACNAccenture$16,898,233$32,716 ▼-0.2%48,0350.6%Computer and TechnologyTE CONNECTIVITY PLC$16,378,358$1,583,679 ▼-8.8%114,5580.5%ORD SHSBXBlackstone$16,203,515$432,085 ▼-2.6%93,9770.5%FinanceKRKroger$16,053,527$165,594 ▼-1.0%262,5270.5%Retail/WholesaleETNEaton$15,831,527$190,162 ▼-1.2%47,7040.5%Industrial ProductsTKRTimken$15,549,953$15,549,953 ▲New Holding217,8780.5%Computer and TechnologyIVViShares Core S&P 500 ETF$14,115,531$831,814 ▲6.3%23,9780.5%ETFADBEAdobe$13,719,268$6,194,393 ▲82.3%30,8520.4%Computer and TechnologySHELShell$13,231,748$302,976 ▼-2.2%211,2010.4%Oils/EnergyEMREmerson Electric$13,082,671$1,315,393 ▼-9.1%105,5650.4%Industrial ProductsORealty Income$12,748,374$82,732 ▼-0.6%238,6890.4%FinanceMOHMolina Healthcare$12,531,740$93,136 ▲0.7%43,0570.4%MedicalDGXQuest Diagnostics$11,116,723$1,816,204 ▼-14.0%73,6890.4%MedicalBDXBecton, Dickinson and Company$11,054,695$81,219 ▼-0.7%48,7270.4%MedicalIEFAiShares Core MSCI EAFE ETF$10,887,638$132,197 ▼-1.2%154,9180.4%ETFXOMExxon Mobil$10,656,745$489,013 ▲4.8%99,0680.3%Oils/EnergyBACBank of America$10,645,421$1,353,526 ▼-11.3%242,2170.3%FinanceECLEcolab$9,917,119$205,128 ▼-2.0%42,2060.3%Basic MaterialsXVViShares ESG Screened S&P 500 ETF$9,208,623$8,833 ▲0.1%203,2840.3%ETFAVGOBroadcom$8,313,783$13,910 ▼-0.2%35,8600.3%Computer and TechnologySBUXStarbucks$8,075,625$258,694 ▼-3.1%88,5000.3%Retail/WholesaleLWLamb Weston$7,636,999$405,925 ▼-5.0%114,2750.2%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$7,607,516$811,604 ▲11.9%159,0860.2%ETFIWMiShares Russell 2000 ETF$7,420,321$11,048 ▼-0.1%33,5820.2%FinanceMSMorgan Stanley$7,369,833$3,520 ▼0.0%58,6210.2%FinanceBLKBBlackbaud$7,058,326$2,156,099 ▼-23.4%95,4860.2%Computer and TechnologyNVDANVIDIA$6,241,136$105,418 ▲1.7%46,4750.2%Computer and TechnologyBROOKFIELD RENEWABLE CORP$6,176,340$6,176,340 ▲New Holding223,2950.2%CL A EX SUB VTGIJJiShares S&P Mid-Cap 400 Value ETF$6,098,5480.0%48,8040.2%ETFMETAMeta Platforms$6,027,677$199,654 ▼-3.2%10,2950.2%Computer and TechnologyHOLXHologic$5,913,832$66,323 ▲1.1%82,0340.2%MedicalGOGrocery Outlet$5,699,633$3,950,720 ▼-40.9%365,1270.2%Consumer StaplesUNPUnion Pacific$5,516,516$166,697 ▼-2.9%24,1910.2%TransportationMDTMedtronic$5,405,890$1,918,721 ▲55.0%67,0890.2%MedicalGLDSPDR Gold Shares$5,404,826$42,373 ▼-0.8%22,3220.2%FinanceVOOVanguard S&P 500 ETF$5,155,740$118,535 ▲2.4%9,5690.2%ETFGOOGAlphabet$5,001,709$37,517 ▲0.8%26,2640.2%Computer and TechnologyVGKVanguard FTSE Europe ETF$4,898,518$1,670,668 ▼-25.4%77,1780.2%ETFFIFiserv$4,724,660$55,463 ▼-1.2%23,0000.2%Business ServicesIJKiShares S&P Mid-Cap 400 Growth ETF$4,541,681$347,807 ▼-7.1%49,9470.1%ETFShowing largest 100 holdings. 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