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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 10
增持 67
减持 65
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
PYPL
PAYPAL HLDGS INC
+$31.4M
271,814
减持
HPQ
HP INC
-$27.4M
174,698
-81%
减持
KR
KROGER CO
-$18.4M
343,653
-59%
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
SHEL
SHELL PLC
+$16.6M
302,066
增持
EMBJ
EMBRAER S.A.
-$15.7M
3,463,743
+4%
增持
APD
AIR PRODS & CHEMS INC
+$15.5M
72,753
+714%
减持
CVX
CHEVRON CORP NEW
+$11.4M
258,315
-1%
建仓
NFLX
NETFLIX INC
+$11.2M
29,895
增持
—
MEDTRONIC PLC
+$11.0M
300,709
+39%
增持
MSFT
MICROSOFT CORP
-$10.7M
396,634
+0%
减持
CIEN
CIENA CORP
-$10.5M
482,544
-7%
增持
VTR
VENTAS INC
+$10.4M
445,995
+33%
减持
—
ACCENTURE PLC IRELAND
-$10.3M
57,477
-20%
增持
HD
HOME DEPOT INC
-$9.7M
104,828
+6%
增持
JPM
JPMORGAN CHASE & CO
-$8.8M
403,889
+0%
减持
BKR
BAKER HUGHES COMPANY
+$8.5M
854,262
-9%
增持
NEM
NEWMONT CORP
+$7.6M
427,913
+0%
增持
FRCB
FIRST REP BK SAN FRANCISCO C
-$7.5M
187,911
+2%
增持
QCOM
QUALCOMM INC
-$7.5M
258,563
+1%
减持
—
TE CONNECTIVITY LTD
-$7.3M
177,118
-6%
减持
PFE
PFIZER INC
-$7.0M
882,881
-1%
增持
—
ALLEGHANY CORP MD
+$6.7M
35,340
+2%
减持
CSCO
CISCO SYS INC
-$6.7M
861,671
-0%
减持
—
KELLOGG CO
-$6.5M
64,689
-61%
清仓
—
ROYAL DUTCH SHELL PLC
-$6.4M
0
-100%
增持
BLKB
BLACKBAUD INC
-$6.2M
342,906
+1%
减持
MEOH
METHANEX CORP
+$5.9M
409,357
-1%
减持
MCK
MCKESSON CORP
+$5.4M
135,938
-7%
增持
KMI
KINDER MORGAN INC DEL
+$5.2M
1,072,266
+13%
增持
ALL
ALLSTATE CORP
+$5.2M
226,677
+2%
增持
GS
GOLDMAN SACHS GROUP INC
-$5.1M
110,998
+2%
减持
GILD
GILEAD SCIENCES INC
-$5.0M
380,732
-0%
增持
CRM
SALESFORCE COM INC
-$5.0M
126,465
+1%
增持
—
BLACKROCK INC
-$4.8M
40,510
+4%
减持
DOC
HEALTHPEAK PROPERTIES INC
-$4.5M
68,309
-64%
增持
DIS
DISNEY WALT CO
-$3.9M
252,810
+2%
增持
SAP
SAP SE
-$3.7M
195,702
+8%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$3.6M
301,850
-1%
增持
FE
FIRSTENERGY CORP
+$3.5M
753,039
+1%
减持
GD
GENERAL DYNAMICS CORP
+$3.5M
110,412
-1%
减持
BAC
BK OF AMERICA CORP
-$3.1M
891,818
-0%
减持
COLM
COLUMBIA SPORTSWEAR CO
-$3.1M
42,818
-40%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.0M
72,469
-4%
增持
GOOGL
ALPHABET INC
+$2.8M
12,934
+13%
增持
AMGN
AMGEN INC
+$2.8M
117,016
+3%
建仓
—
LUMINAR TECHNOLOGIES INC
+$2.7M
172,653
减持
—
ASTRAZENECA PLC
+$2.6M
552,637
-5%
增持
ALK
ALASKA AIR GROUP INC
+$2.6M
188,301
+17%
增持
MGA
MAGNA INTL INC
-$2.5M
210,663
+6%
减持
LEG
LEGGETT & PLATT INC
-$2.3M
45,389
-52%
减持
AIG
AMERICAN INTL GROUP INC
-$2.3M
4,673
-90%
增持
DGX
QUEST DIAGNOSTICS INC
-$2.2M
133,029
+13%
增持
FDX
FEDEX CORP
-$2.1M
91,104
+2%
减持
MRK
MERCK & CO INC
+$2.0M
381,677
-0%
增持
PG
PROCTER AND GAMBLE CO
-$2.0M
217,054
+1%
增持
C
CITIGROUP INC
-$2.0M
368,659
+3%
减持
—
AVANGRID INC
-$1.9M
126,945
-19%
增持
PHG
KONINKLIJKE PHILIPS N V
+$1.9M
198,918
+76%
增持
USB
US BANCORP DEL
-$1.9M
726,960
+1%
增持
—
CHUBB LIMITED
+$1.9M
79,871
+1%
增持
JNJ
JOHNSON & JOHNSON
+$1.8M
255,545
+1%
增持
AAPL
APPLE INC
-$1.8M
745,587
+0%
增持
META
META PLATFORMS INC
-$1.7M
138,553
+43%
增持
WMT
WALMART INC
+$1.7M
267,631
+1%
减持
MSGS
MADISON SQUARE GRDN SPRT COR
-$1.5M
10,022
-48%
增持
VTRS
VIATRIS INC
-$1.5M
933,628
+9%
增持
T
AT&T INC
-$1.4M
1,586,757
+0%
增持
ECL
ECOLAB INC
-$1.2M
25,043
+4%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$1.1M
9,738
减持
MS
MORGAN STANLEY
-$1.1M
92,572
-2%
增持
—
U S XPRESS ENTERPRISES INC
+$1.1M
868,668
+123%
减持
—
DISCOVERY INC
-$1.1M
263,566
-21%
增持
BROS
DUTCH BROS INC
+$1.0M
238,096
+0%
增持
MU
MICRON TECHNOLOGY INC
-$1.0M
70,508
+1%
增持
WY
WEYERHAEUSER CO MTN BE
-$1.0M
312,534
+0%
增持
F
FORD MTR CO DEL
-$947.0K
1,496,035
+18%
增持
—
EXXON MOBIL CORP
+$882.0K
40,773
+0%
增持
CAT
CATERPILLAR INC
+$858.0K
52,420
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$821.0K
8,873
-2%
减持
NKE
NIKE INC
-$807.0K
24,501
-1%
减持
—
PARAMOUNT GLOBAL
+$789.0K
107,610
-1%
减持
GO
GROCERY OUTLET HLDG CORP
+$787.0K
203,244
-2%
增持
UNP
UNION PAC CORP
+$787.0K
27,183
+3%
增持
—
EATON CORP PLC
-$767.0K
41,513
+2%
增持
EMR
EMERSON ELEC CO
+$705.0K
77,174
+5%
减持
BX
BLACKSTONE INC
-$689.0K
112,000
-3%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$682.0K
90,759
-0%
增持
IP
INTERNATIONAL PAPER CO
+$624.0K
383,435
+6%
增持
CNC
CENTENE CORP DEL
+$562.0K
73,116
+8%
增持
INTC
INTEL CORP
-$548.0K
710,979
+2%
增持
VLO
VALERO ENERGY CORP
+$532.0K
17,709
+5%
增持
LW
LAMB WESTON HLDGS INC
-$528.0K
291,648
+3%
减持
NEE
NEXTERA ENERGY INC
-$519.0K
13,106
-25%
增持
MMM
3M CO
-$510.0K
87,478
+15%
减持
BDX
BECTON DICKINSON & CO
+$506.0K
52,934
-2%
增持
SBUX
STARBUCKS CORP
-$495.0K
147,173
+24%
减持
ABBV
ABBVIE INC
+$471.0K
17,886
-0%
建仓
TMC
TMC THE METALS COMPANY INC
+$463.0K
178,875
增持
—
UNILEVER PLC
-$462.0K
377,688
+15%
减持
VOD
VODAFONE GROUP PLC NEW
+$458.0K
568,744
-6%
增持
AZO
AUTOZONE INC
-$440.0K
11,599
+1%
增持
O
REALTY INCOME CORP
-$429.0K
217,700
+0%
清仓
ONL
ORION OFFICE REIT INC
-$391.0K
0
-100%
增持
V
VISA INC
+$388.0K
55,186
+1%
建仓
APO
APOLLO GLOBAL MGMT INC
+$387.0K
6,250
清仓
INGR
INGREDION INC
-$386.0K
0
-100%
增持
CVS
CVS HEALTH CORP
-$327.0K
212,440
+0%
减持
—
LAM RESEARCH CORP
-$316.0K
1,321
-7%
增持
LLY
LILLY ELI & CO
+$313.0K
3,578
+39%
减持
IMAX
IMAX CORP
+$298.0K
398,936
-2%
增持
—
FLEX LTD
+$294.0K
1,238,223
+0%
清仓
SHW
SHERWIN WILLIAMS CO
-$274.0K
0
-100%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$256.0K
0
-100%
减持
POR
PORTLAND GEN ELEC CO
-$256.0K
50,975
-12%
减持
CMCSA
COMCAST CORP NEW
-$227.0K
24,512
-10%
减持
SCHW
SCHWAB CHARLES CORP
-$226.0K
720,826
-1%
清仓
TJX
TJX COS INC NEW
-$224.0K
0
-100%
清仓
OTIS
OTIS WORLDWIDE CORP
-$219.0K
0
-100%
清仓
NWN
NORTHWEST NAT HLDG CO
-$217.0K
0
-100%
建仓
TAP
MOLSON COORS BEVERAGE CO
+$214.0K
4,012
建仓
—
HESS CORP
+$205.0K
1,915
建仓
GE
GENERAL ELECTRIC CO
+$205.0K
2,235
减持
CE
CELANESE CORP DEL
-$198.0K
2,072
-29%
减持
NVS
NOVARTIS AG
-$197.0K
9,920
-19%
减持
ABT
ABBOTT LABS
-$193.0K
8,190
-1%
增持
TSLA
TESLA INC
+$192.0K
1,565
+11%
减持
TGT
TARGET CORP
-$192.0K
7,399
-3%
减持
BA
BOEING CO
-$185.0K
11,824
-3%
减持
ZTS
ZOETIS INC
-$170.0K
3,051
-0%
减持
PSX
PHILLIPS 66
+$164.0K
28,919
-10%
增持
CSX
CSX CORP
+$163.0K
23,703
+23%
减持
—
CANADIAN PAC RY LTD
+$159.0K
15,330
-0%
减持
AXP
AMERICAN EXPRESS CO
+$141.0K
6,192
-0%
减持
COP
CONOCOPHILLIPS
+$137.0K
12,218
-19%
减持
HON
HONEYWELL INTL INC
-$132.0K
8,007
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$131.0K
3,504
-20%
减持
ADSK
AUTODESK INC
-$130.0K
1,834
-1%
减持
PEP
PEPSICO INC
-$122.0K
15,680
-1%
增持
GOOG
ALPHABET INC
-$113.0K
1,405
+1%
减持
AMAT
APPLIED MATLS INC
-$111.0K
2,005
-16%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$108.0K
603
+1%
减持
SJM
SMUCKER J M CO
-$106.0K
4,785
-14%
减持
FAST
FASTENAL CO
-$105.0K
22,027
-0%
减持
WM
WASTE MGMT INC DEL
-$94.0K
9,498
-1%
增持
AMZN
AMAZON COM INC
-$78.0K
1,183
+0%
减持
TSN
TYSON FOODS INC
-$78.0K
57,126
-4%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$78.0K
1,480
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$77.0K
14,887
-3%
减持
FISV
FISERV INC
-$76.0K
4,304
-13%
减持
PNC
PNC FINL SVCS GROUP INC
-$75.0K
3,664
-2%
