BECKER CAPITAL MANAGEMENT INC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 0 | 233,322 | +233,322 | 0 | 73,029,840 | +73,029,840 |
| CIENA CORP | 0 | 200,424 | +200,424 | 0 | 46,873,161 | +46,873,161 |
| APPLE INC | 0 | 617,560 | +617,560 | 0 | 167,889,838 | +167,889,838 |
| BRUKER CORP | 0 | 403,995 | +403,995 | 0 | 19,052,197 | +19,052,197 |
| ELI LILLY & CO | 0 | 22,776 | +22,776 | 0 | 24,476,912 | +24,476,912 |
| GOLDMAN SACHS GROUP INC | 0 | 83,712 | +83,712 | 0 | 73,582,512 | +73,582,512 |
| NEWMONT CORP | 0 | 559,014 | +559,014 | 0 | 55,817,570 | +55,817,570 |
| RTX CORPORATION | 0 | 368,345 | +368,345 | 0 | 67,554,500 | +67,554,500 |
| JOHNSON & JOHNSON | 0 | 258,064 | +258,064 | 0 | 53,406,379 | +53,406,379 |
| ASTRAZENECA PLC | 0 | 362,382 | +362,382 | 0 | 33,313,778 | +33,313,778 |
| CISCO SYS INC | 0 | 666,977 | +666,977 | 0 | 51,377,257 | +51,377,257 |
| MERCK & CO INC | 0 | 285,455 | +285,455 | 0 | 30,289,159 | +30,289,159 |
| PFIZER INC | 0 | 519,891 | +519,891 | 0 | 12,945,286 | +12,945,286 |
| VANGUARD INDEX FDS | 0 | 257,227 | +257,227 | 0 | 125,490,996 | +125,490,996 |
| UNILEVER PLC | 0 | 68,644 | +68,644 | 0 | 4,489,333 | +4,489,333 |
| ISHARES TR | 0 | 821,593 | +821,593 | 0 | 78,897,619 | +78,897,619 |
| WALMART INC | 0 | 625,721 | +625,721 | 0 | 69,711,598 | +69,711,598 |
| AMGEN INC | 0 | 87,109 | +87,109 | 0 | 28,511,716 | +28,511,716 |
| SALESFORCE INC | 0 | 129,104 | +129,104 | 0 | 34,254,387 | +34,254,387 |
| VANGUARD INDEX FDS | 0 | 19,151 | +19,151 | 0 | 12,010,012 | +12,010,012 |
| MCKESSON CORP | 0 | 78,577 | +78,577 | 0 | 64,520,500 | +64,520,500 |
| AMAZON COM INC | 0 | 272,853 | +272,853 | 0 | 62,979,930 | +62,979,930 |
| VANGUARD INDEX FDS | 0 | 269,838 | +269,838 | 0 | 90,468,645 | +90,468,645 |
| ACCENTURE PLC IRELAND | 0 | 50,363 | +50,363 | 0 | 13,512,393 | +13,512,393 |
| ISHARES TR | 0 | 28,294 | +28,294 | 0 | 19,379,800 | +19,379,800 |
| ISHARES INC | 0 | 35,071 | +35,071 | 0 | 2,831,633 | +2,831,633 |
| ISHARES TR | 0 | 226,216 | +226,216 | 0 | 20,237,284 | +20,237,284 |
| BROOKFIELD RENEWABLE CORP | 0 | 289,948 | +289,948 | 0 | 11,116,607 | +11,116,607 |
| CHUBB LIMITED | 0 | 85,652 | +85,652 | 0 | 26,816,040 | +26,816,040 |
| SCHWAB CHARLES CORP | 0 | 735,545 | +735,545 | 0 | 73,488,333 | +73,488,333 |
| JPMORGAN CHASE & CO. | 0 | 356,613 | +356,613 | 0 | 114,907,688 | +114,907,688 |
| ALPHABET INC | 0 | 25,318 | +25,318 | 0 | 7,944,916 | +7,944,916 |
| EMERSON ELEC CO | 0 | 95,670 | +95,670 | 0 | 12,697,323 | +12,697,323 |
| SPDR S&P 500 ETF TR | 0 | 82,756 | +82,756 | 0 | 56,597,257 | +56,597,257 |
| US BANCORP DEL | 0 | 528,612 | +528,612 | 0 | 28,481,170 | +28,481,170 |
| SPDR INDEX SHS FDS | 0 | 35,138 | +35,138 | 0 | 1,560,463 | +1,560,463 |
| WARNER BROS DISCOVERY INC | 0 | 225,789 | +225,789 | 0 | 6,507,239 | +6,507,239 |
| SELECT SECTOR SPDR TR | 0 | 10,678 | +10,678 | 0 | 1,537,312 | +1,537,312 |
| VANGUARD TAX-MANAGED FDS | 0 | 165,470 | +165,470 | 0 | 10,336,903 | +10,336,903 |
| GROCERY OUTLET HLDG CORP | 0 | 982,882 | +982,882 | 0 | 9,927,109 | +9,927,109 |
| SELECT SECTOR SPDR TR | 0 | 29,741 | +29,741 | 0 | 1,329,731 | +1,329,731 |
| CROWN CASTLE INC | 0 | 35,188 | +35,188 | 0 | 3,127,158 | +3,127,158 |
| PROFESIONALLY MANAGED PORTFO | 0 | 19,479 | +19,479 | 0 | 1,276,070 | +1,276,070 |
| QUALCOMM INC | 0 | 273,521 | +273,521 | 0 | 46,785,778 | +46,785,778 |
| BROADCOM INC | 0 | 34,054 | +34,054 | 0 | 11,786,090 | +11,786,090 |
| MORGAN STANLEY | 0 | 55,862 | +55,862 | 0 | 9,917,181 | +9,917,181 |
| SOLSTICE ADVANCED MATLS INC | 0 | 19,371 | +19,371 | 0 | 941,044 | +941,044 |
| SPDR GOLD TR | 0 | 22,287 | +22,287 | 0 | 8,832,561 | +8,832,561 |
| ISHARES INC | 0 | 408,505 | +408,505 | 0 | 27,459,725 | +27,459,725 |
| ISHARES TR | 0 | 5,489 | +5,489 | 0 | 817,752 | +817,752 |
| THERMO FISHER SCIENTIFIC INC | 0 | 8,048 | +8,048 | 0 | 4,666,875 | +4,666,875 |
| ISHARES TR | 0 | 62,710 | +62,710 | 0 | 5,193,669 | +5,193,669 |
| LINEAGE INC | 0 | 63,374 | +63,374 | 0 | 2,251,520 | +2,251,520 |
| TRANE TECHNOLOGIES PLC | 0 | 1,775 | +1,775 | 0 | 690,830 | +690,830 |
| ISHARES TR | 0 | 38,635 | +38,635 | 0 | 4,611,126 | +4,611,126 |
| CATERPILLAR INC | 0 | 6,862 | +6,862 | 0 | 3,931,034 | +3,931,034 |
| VISA INC | 0 | 63,377 | +63,377 | 0 | 22,227,113 | +22,227,113 |
| ISHARES TR | 0 | 85,981 | +85,981 | 0 | 4,632,653 | +4,632,653 |
| MICRON TECHNOLOGY INC | 0 | 5,719 | +5,719 | 0 | 1,632,918 | +1,632,918 |
| BANK AMERICA CORP | 0 | 227,281 | +227,281 | 0 | 12,500,467 | +12,500,467 |
| FLEX LTD | 0 | 576,083 | +576,083 | 0 | 34,806,935 | +34,806,935 |
| TE CONNECTIVITY PLC | 0 | 100,524 | +100,524 | 0 | 22,870,216 | +22,870,216 |
| ISHARES TR | 0 | 230,899 | +230,899 | 0 | 12,168,378 | +12,168,378 |
| VANGUARD INDEX FDS | 0 | 3,456 | +3,456 | 0 | 1,003,128 | +1,003,128 |
| VANGUARD INDEX FDS | 0 | 5,008 | +5,008 | 0 | 1,291,908 | +1,291,908 |
| INTERNATIONAL BUSINESS MACHS | 0 | 10,035 | +10,035 | 0 | 2,972,342 | +2,972,342 |
| TIMKEN CO | 0 | 197,005 | +197,005 | 0 | 16,574,031 | +16,574,031 |
| BECTON DICKINSON & CO | 0 | 48,190 | +48,190 | 0 | 9,352,234 | +9,352,234 |
| XPENG INC | 0 | 22,000 | +22,000 | 0 | 446,160 | +446,160 |
| NEXTPOWER INC | 0 | 35,222 | +35,222 | 0 | 3,068,189 | +3,068,189 |
| ISHARES TR | 0 | 6,788 | +6,788 | 0 | 416,500 | +416,500 |
| ISHARES TR | 0 | 57,642 | +57,642 | 0 | 3,048,092 | +3,048,092 |
| ISHARES TR | 0 | 425,399 | +425,399 | 0 | 51,124,511 | +51,124,511 |
| DUTCH BROS INC | 0 | 15,351 | +15,351 | 0 | 939,789 | +939,789 |
| LAM RESEARCH CORP | 0 | 8,458 | +8,458 | 0 | 1,450,040 | +1,450,040 |
| INGERSOLL RAND INC | 0 | 3,629 | +3,629 | 0 | 287,490 | +287,490 |
| SPDR SERIES TRUST | 0 | 2,009 | +2,009 | 0 | 279,573 | +279,573 |
| VANGUARD INTL EQUITY INDEX F | 0 | 72,987 | +72,987 | 0 | 6,102,410 | +6,102,410 |
| OTIS WORLDWIDE CORP | 0 | 3,002 | +3,002 | 0 | 262,207 | +262,207 |
| ROYAL BK CDA | 0 | 1,500 | +1,500 | 0 | 255,735 | +255,735 |
| VANGUARD INTL EQUITY INDEX F | 0 | 97,327 | +97,327 | 0 | 5,232,275 | +5,232,275 |
| MAGNUM ICE CREAM CO NV | 0 | 15,436 | +15,436 | 0 | 244,661 | +244,661 |
| TESLA INC | 0 | 4,986 | +4,986 | 0 | 2,242,304 | +2,242,304 |
| ISHARES TR | 0 | 38,829 | +38,829 | 0 | 9,558,167 | +9,558,167 |
| APPLIED MATLS INC | 0 | 891 | +891 | 0 | 229,003 | +229,003 |
| WATERS CORP | 0 | 2,752 | +2,752 | 0 | 1,045,293 | +1,045,293 |
| CONOCOPHILLIPS | 0 | 2,184 | +2,184 | 0 | 204,445 | +204,445 |
| ALASKA AIR GROUP INC | 0 | 23,373 | +23,373 | 0 | 1,175,662 | +1,175,662 |
| VANGUARD BD INDEX FDS | 0 | 57,688 | +57,688 | 0 | 4,546,419 | +4,546,419 |
| DISNEY WALT CO | 0 | 240,296 | +240,296 | 0 | 27,517,089 | +27,517,089 |
| NEXTERA ENERGY INC | 0 | 19,762 | +19,762 | 0 | 1,586,494 | +1,586,494 |
| WELLS FARGO CO NEW | 0 | 14,771 | +14,771 | 0 | 1,376,617 | +1,376,617 |
| BRISTOL-MYERS SQUIBB CO | 0 | 7,994 | +7,994 | 0 | 431,197 | +431,197 |
| INVESCO QQQ TR | 0 | 7,368 | +7,368 | 0 | 4,526,534 | +4,526,534 |
| COLUMBIA SPORTSWEAR CO | 0 | 33,928 | +33,928 | 0 | 1,869,094 | +1,869,094 |
| 3M CO | 0 | 27,132 | +27,132 | 0 | 4,343,907 | +4,343,907 |
| ISHARES TR | 0 | 48,804 | +48,804 | 0 | 6,422,119 | +6,422,119 |
| AMPHENOL CORP NEW | 0 | 21,712 | +21,712 | 0 | 2,939,588 | +2,939,588 |
| TRAVELERS COMPANIES INC | 0 | 1,087 | +1,087 | 0 | 315,296 | +315,296 |
| NOVARTIS AG | 0 | 9,441 | +9,441 | 0 | 1,301,631 | +1,301,631 |