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BECKER CAPITAL MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BECKER CAPITAL MANAGEMENT INC
报告期 2026-03-31 · CIK 0000799004
持仓数
298
前50大市值合计
$2.51B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 6
增持 70
减持 72
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
BROS
DUTCH BROS INC
+$19.9M
459,005
减持
MGA
MAGNA INTL INC
-$11.5M
204,835
-29%
增持
GOOGL
ALPHABET INC
+$9.5M
11,717
+31%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
VTRS
VIATRIS INC
+$9.4M
696,613
减持
F
FORD MTR CO DEL
-$8.1M
1,338,490
-26%
减持
FDX
FEDEX CORP
-$7.6M
91,144
-1%
增持
CRM
SALESFORCE COM INC
+$7.6M
122,975
+17%
减持
—
ROYAL DUTCH SHELL PLC
-$7.4M
163,836
-55%
增持
MEOH
METHANEX CORP
+$6.2M
413,861
+6%
建仓
LW
LAMB WESTON HLDGS INC
+$5.7M
92,350
减持
HPQ
HP INC
-$5.0M
1,227,694
-4%
减持
VLO
VALERO ENERGY CORP
-$4.5M
16,938
-77%
减持
TAP
MOLSON COORS BEVERAGE CO
-$4.2M
386,971
-6%
增持
—
HILL-ROM HLDGS INC
+$3.7M
100,319
+0%
增持
JPM
JPMORGAN CHASE & CO
+$3.5M
423,006
+0%
减持
AAPL
APPLE INC
+$3.2M
756,626
-0%
减持
IP
INTERNATIONAL PAPER CO
-$3.1M
368,961
-5%
减持
CIEN
CIENA CORP
-$3.0M
527,936
-0%
增持
GILD
GILEAD SCIENCES INC
+$2.9M
401,085
+10%
增持
QCOM
QUALCOMM INC
-$2.8M
259,786
+2%
减持
MSFT
MICROSOFT CORP
+$2.8M
403,544
-1%
减持
—
TE CONNECTIVITY LTD
-$2.8M
193,945
-11%
增持
DGX
QUEST DIAGNOSTICS INC
+$2.6M
121,654
+7%
增持
AMGN
AMGEN INC
-$2.6M
115,103
+4%
增持
AZO
AUTOZONE INC
+$2.6M
11,850
+1%
减持
EMBJ
EMBRAER S.A.
+$2.5M
3,275,401
-7%
减持
T
AT&T INC
-$2.5M
1,104,195
-2%
增持
NEM
NEWMONT CORP
-$2.4M
488,039
+7%
增持
MMM
3M CO
+$2.2M
74,863
+36%
建仓
—
LUMINAR TECHNOLOGIES INC
+$2.1M
136,428
增持
USB
US BANCORP DEL
+$2.0M
736,201
+0%
减持
—
ACCENTURE PLC IRELAND
+$1.8M
74,320
-0%
增持
—
KELLOGG CO
+$1.8M
203,209
+17%
减持
KR
KROGER CO
+$1.8M
853,697
-0%
增持
—
CHUBB LIMITED
+$1.7M
77,768
+5%
增持
VOD
VODAFONE GROUP PLC NEW
-$1.6M
1,077,081
+1%
增持
PG
PROCTER AND GAMBLE CO
+$1.5M
210,567
+2%
增持
—
BLACKROCK INC
-$1.5M
41,469
+0%
增持
BAC
BK OF AMERICA CORP
+$1.5M
896,030
+1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.4M
328,605
-6%
减持
IMAX
IMAX CORP
-$1.4M
415,229
-4%
减持
CAT
CATERPILLAR INC
-$1.4M
51,002
-1%
增持
MCK
MCKESSON CORP
+$1.4M
148,212
+1%
减持
COST
COSTCO WHSL CORP NEW
+$1.4M
26,010
-0%
增持
—
ALLEGHANY CORP MD
-$1.3M
33,590
+0%
减持
PFE
PFIZER INC
+$1.3M
919,816
-6%
增持
TSN
TYSON FOODS INC
+$1.3M
86,387
+16%
减持
MRK
MERCK & CO INC
-$1.3M
387,740
-1%
增持
DIS
DISNEY WALT CO
-$1.3M
248,670
+1%
减持
INGR
INGREDION INC
-$1.2M
51,033
-19%
减持
SLB
SCHLUMBERGER LTD
-$1.2M
7,895
-82%
减持
BX
BLACKSTONE INC
+$1.1M
125,587
-10%
减持
ALL
ALLSTATE CORP
-$1.1M
260,897
-1%
增持
HD
HOME DEPOT INC
+$1.0M
104,396
+0%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
+$1.0M
185,656
-0%
减持
MU
MICRON TECHNOLOGY INC
-$1.0M
69,060
-1%
增持
GD
GENERAL DYNAMICS CORP
+$1.0M
114,848
+1%
减持
CSCO
CISCO SYS INC
+$1.0M
874,035
-1%
减持
LEG
LEGGETT & PLATT INC
-$956.0K
106,327
-4%
减持
—
HOWARD HUGHES CORP
-$924.0K
42,522
-11%
减持
—
VIACOMCBS INC
-$903.0K
113,700
-5%
建仓
PPG
PPG INDS INC
+$895.0K
6,257
增持
—
MEDTRONIC PLC
+$817.0K
210,405
+2%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$799.0K
29,250
+57%
增持
BLKB
BLACKBAUD INC
-$790.0K
249,235
+4%
增持
PHG
KONINKLIJKE PHILIPS N V
+$782.0K
38,089
+108%
减持
—
AVANGRID INC
-$740.0K
161,978
-3%
减持
OGN
ORGANON & CO
-$739.0K
12,777
-67%
增持
INTC
INTEL CORP
-$728.0K
697,346
+3%
减持
UNP
UNION PAC CORP
-$727.0K
26,004
-2%
减持
PSX
PHILLIPS 66
-$662.0K
37,436
-2%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$659.0K
92,581
-3%
增持
MS
MORGAN STANLEY
+$655.0K
106,178
+1%
增持
APD
AIR PRODS & CHEMS INC
-$642.0K
21,222
+0%
增持
ALK
ALASKA AIR GROUP INC
+$636.0K
22,407
+100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$631.0K
79,274
-1%
增持
—
UNILEVER PLC
+$596.0K
336,635
+12%
减持
V
VISA INC
-$592.0K
53,360
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$586.0K
8,732
+0%
增持
FE
FIRSTENERGY CORP
-$569.0K
753,800
+2%
减持
WMT
WALMART INC
-$566.0K
266,976
-0%
减持
GS
GOLDMAN SACHS GROUP INC
-$566.0K
117,831
-1%
增持
KMI
KINDER MORGAN INC DEL
-$508.0K
906,021
+5%
增持
SO
SOUTHERN CO
+$482.0K
131,054
+4%
减持
COLM
COLUMBIA SPORTSWEAR CO
-$441.0K
14,104
-23%
增持
CVX
CHEVRON CORP NEW
-$439.0K
275,421
+2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$428.0K
148,041
+1%
减持
O
REALTY INCOME CORP
-$424.0K
161,988
-1%
增持
—
DISCOVERY INC
-$388.0K
119,895
+5%
减持
SCHW
SCHWAB CHARLES CORP
-$369.0K
759,127
-1%
减持
MSGS
MADISON SQUARE GRDN SPRT COR
+$363.0K
37,296
-2%
减持
SBUX
STARBUCKS CORP
-$350.0K
120,855
-1%
增持
GOOG
ALPHABET INC
+$347.0K
1,393
+4%
减持
WY
WEYERHAEUSER CO MTN BE
+$342.0K
312,455
-0%
增持
TSLA
TESLA INC
+$317.0K
1,669
+16%
减持
STT
STATE STR CORP
-$281.0K
18,275
-18%
减持
BA
BOEING CO
-$268.0K
12,217
-1%
增持
SAP
SAP SE
+$267.0K
180,853
+5%
增持
—
EATON CORP PLC
+$260.0K
39,289
+4%
清仓
PCAR
PACCAR Inc
-$229.0K
0
-100%
增持
META
FACEBOOK INC
-$219.0K
97,610
+2%
增持
—
FLEX LTD
+$214.0K
1,266,854
+2%
增持
NKE
NIKE INC
-$209.0K
24,206
+0%
建仓
OTIS
OTIS WORLDWIDE CORP
+$209.0K
2,540
清仓
GIS
General Mills Inc
-$208.0K
0
-100%
增持
—
HOLOGIC INC
+$207.0K
25,188
+2%
增持
JNJ
JOHNSON & JOHNSON
+$197.0K
254,120
+2%
减持
CVS
CVS HEALTH CORP
+$192.0K
218,778
-1%
增持
—
EXXON MOBIL CORP
-$186.0K
44,884
+0%
增持
—
ASTRAZENECA PLC
+$164.0K
595,995
+0%
减持
MRSH
MARSH & MCLENNAN COS INC
+$157.0K
27,236
-3%
增持
VTR
VENTAS INC
-$148.0K
347,156
+3%
减持
BKR
BAKER HUGHES COMPANY
+$128.0K
907,210
-7%
增持
—
U S XPRESS ENTERPRISES INC
+$127.0K
108,595
+15%
减持
NVS
NOVARTIS AG
-$121.0K
12,478
-0%
减持
TXN
TEXAS INSTRS INC
-$119.0K
1,428
-30%
增持
—
LAM RESEARCH CORP
-$112.0K
1,460
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$108.0K
974
-17%
减持
BDX
BECTON DICKINSON & CO
+$96.0K
58,562
-0%
增持
TGT
TARGET CORP
-$96.0K
7,687
+0%
减持
ABBV
ABBVIE INC
-$95.0K
17,400
-1%
减持
ORCL
ORACLE CORP
+$91.0K
11,027
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$91.0K
8,170
-0%
减持
AIG
AMERICAN INTL GROUP INC
-$90.0K
57,373
-16%
增持
WM
WASTE MGMT INC DEL
+$89.0K
9,611
+0%
增持
CME
CME GROUP INC
-$84.0K
4,672
+1%
减持
CMCSA
COMCAST CORP NEW
-$78.0K
27,965
-3%
减持
POR
PORTLAND GEN ELEC CO
-$74.0K
59,729
-4%
减持
LLY
LILLY ELI & CO
-$72.0K
2,781
-11%
减持
HON
HONEYWELL INTL INC
-$71.0K
8,209
-1%
减持
SJM
SMUCKER J M CO
-$69.0K
5,565
-2%
减持
FAF
FIRST AMERN FINL CORP
-$67.0K
3,009
-30%
减持
MA
MASTERCARD INCORPORATED
-$63.0K
2,119
-3%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$62.0K
600
-14%
增持
AMZN
AMAZON COM INC
+$58.0K
1,264
+6%
增持
ADI
ANALOG DEVICES INC
+$54.0K
1,527
+30%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$53.0K
5,395
-3%
减持
CSX
CSX CORP
-$51.0K
19,602
-1%
增持
SYK
STRYKER CORPORATION
+$48.0K
4,187
+3%
减持
COLB
COLUMBIA BKG SYS INC
-$44.0K
14,763
-6%
增持
PNC
PNC FINL SVCS GROUP INC
+$41.0K
3,849
+3%
增持
EMR
EMERSON ELEC CO
-$40.0K
63,966
+1%
增持
MCD
MCDONALDS CORP
+$39.0K
2,197
+3%
增持
NVDA
NVIDIA CORPORATION
+$34.0K
1,643
+330%
增持
AMAT
APPLIED MATLS INC
-$32.0K
2,593
+1%
减持
WAT
WATERS CORP
+$32.0K
2,809
-0%
增持
C
CITIGROUP INC
-$32.0K
362,201
+1%
增持
CARR
CARRIER GLOBAL CORPORATION
+$31.0K
5,118
+6%
增持
UPS
UNITED PARCEL SERVICE INC
-$29.0K
1,804
+5%
增持
NSC
NORFOLK SOUTHN CORP
-$29.0K
1,164
+1%
