BECKER CAPITAL MANAGEMENT INC

Q2 2025 13F-HR Holdings

Location
Portland, OR
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
278
Total value ($000)
$3,208,693
Net value change ($000)
+174,674 (5.8%)
New positions
13
Sold out positions
9
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2025 Next filing: 11/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 43,776 32.2%
NVDA 34,356 198.9%
VUG 21,686 26.1%
JPM 16,029 17.3%
EMBJ 13,973 19.6%
GS 13,917 29.0%
AMZN 12,341 26.1%
LLY 12,290 345.9%
META 10,625 75.8%
SCHW 9,769 16.5%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -16,043 -11.1%
GO -15,419 -61.5%
IJR -14,194 -23.9%
PFE -13,951 -60.2%
VZ -13,598 -35.6%
NKE -7,753 -28.2%
TFX -6,491 -53.3%
CVX -4,521 -11.3%
MRK -3,601 -12.9%
SNY -3,444 -11.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type