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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 6
增持 64
减持 66
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$28.6M
743,283
-0%
减持
META
META PLATFORMS INC
-$25.8M
31,037
-78%
减持
—
ALLEGHANY CORP MD
-$24.6M
6,398
-82%
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
SNY
SANOFI
+$23.5M
470,272
增持
MSFT
MICROSOFT CORP
-$20.2M
397,525
+0%
建仓
WBD
WARNER BROS DISCOVERY INC
+$15.5M
1,155,211
增持
SCHW
SCHWAB CHARLES CORP
-$14.3M
735,193
+2%
减持
C
CITIGROUP INC
-$13.7M
131,078
-64%
增持
EMBJ
EMBRAER S.A.
-$13.3M
3,465,113
+0%
减持
CSCO
CISCO SYS INC
-$12.0M
844,505
-2%
清仓
NFLX
NETFLIX INC
-$11.2M
0
-100%
增持
DIS
DISNEY WALT CO
-$9.8M
263,423
+4%
减持
VTRS
VIATRIS INC
-$9.7M
42,793
-95%
减持
INTC
INTEL CORP
-$9.3M
692,812
-3%
增持
JPM
JPMORGAN CHASE & CO
-$9.2M
407,537
+1%
减持
BAC
BK OF AMERICA CORP
-$9.1M
887,722
-0%
增持
F
FORD MTR CO DEL
-$8.6M
1,499,887
+0%
增持
NEM
NEWMONT CORP
-$8.3M
430,756
+1%
减持
VOD
VODAFONE GROUP PLC NEW
-$8.0M
92,714
-84%
减持
CIEN
CIENA CORP
-$7.2M
481,607
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$7.2M
67,432
-7%
减持
MEOH
METHANEX CORP
-$6.8M
405,247
-1%
增持
WMT
WALMART INC
-$6.7M
272,576
+2%
减持
BKR
BAKER HUGHES COMPANY
-$6.7M
844,935
-1%
清仓
—
DISCOVERY INC
-$6.6M
0
-100%
增持
QCOM
QUALCOMM INC
-$6.4M
259,423
+0%
减持
GILD
GILEAD SCIENCES INC
-$6.3M
264,896
-30%
减持
CVX
CHEVRON CORP NEW
-$6.3M
247,295
-4%
减持
GO
GROCERY OUTLET HLDG CORP
-$6.1M
12,985
-94%
减持
FE
FIRSTENERGY CORP
-$6.1M
741,139
-2%
增持
—
MEDTRONIC PLC
-$5.9M
305,691
+2%
减持
BROS
DUTCH BROS INC
-$5.9M
229,658
-4%
增持
GOOGL
ALPHABET INC
-$5.6M
13,916
+8%
减持
VTR
VENTAS INC
-$5.5M
427,902
-4%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$5.5M
158,286
+3%
减持
—
FLEX LTD
-$5.3M
1,219,623
-2%
增持
CRM
SALESFORCE INC
-$5.0M
132,159
+5%
增持
USB
US BANCORP DEL
-$5.0M
731,612
+1%
减持
—
ASTRAZENECA PLC
-$4.3M
490,173
-11%
增持
COLM
COLUMBIA SPORTSWEAR CO
+$4.0M
110,589
+158%
增持
LW
LAMB WESTON HLDGS INC
+$3.9M
299,313
+3%
增持
BX
BLACKSTONE INC
-$3.8M
113,781
+2%
增持
SAP
SAP SE
-$3.8M
197,578
+1%
增持
T
AT&T INC
-$3.8M
1,608,664
+1%
减持
—
PARAMOUNT GLOBAL
-$3.8M
12,590
-88%
减持
IMAX
IMAX CORP
-$3.7M
229,482
-42%
减持
KR
KROGER CO
-$3.6M
341,196
-1%
减持
—
TE CONNECTIVITY LTD
-$3.4M
175,313
-1%
减持
MRK
MERCK & CO INC
+$3.3M
379,696
-1%
减持
CAT
CATERPILLAR INC
-$3.3M
47,048
-10%
增持
—
ACCENTURE PLC IRELAND
-$3.1M
58,526
+2%
减持
GD
GENERAL DYNAMICS CORP
-$3.1M
106,342
-4%
增持
FRCB
FIRST REP BK SAN FRANCISCO C
-$3.1M
189,759
+1%
增持
PYPL
PAYPAL HLDGS INC
-$3.1M
406,409
+50%
增持
GS
GOLDMAN SACHS GROUP INC
-$3.0M
113,203
+2%
增持
ALK
ALASKA AIR GROUP INC
-$2.8M
203,878
+8%
减持
COST
COSTCO WHSL CORP NEW
-$2.7M
24,335
-3%
清仓
—
LUMINAR TECHNOLOGIES INC
-$2.7M
0
-100%
增持
ALL
ALLSTATE CORP
-$2.2M
230,082
+2%
增持
KMI
KINDER MORGAN INC DEL
-$2.2M
1,078,732
+1%
增持
SBUX
STARBUCKS CORP
-$2.1M
148,369
+1%
减持
CVS
CVS HEALTH CORP
-$2.0M
210,148
-1%
增持
—
BLACKROCK INC
+$2.0M
54,137
+34%
增持
HD
HOME DEPOT INC
-$1.9M
107,549
+3%
减持
IP
INTERNATIONAL PAPER CO
-$1.8M
379,478
-1%
清仓
MSGS
MADISON SQUARE GRDN SPRT COR
-$1.8M
0
-100%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.8M
292,676
-3%
减持
MMM
3M CO
-$1.7M
87,291
-0%
减持
MU
MICRON TECHNOLOGY INC
-$1.7M
68,432
-3%
增持
MGA
MAGNA INTL INC
-$1.7M
216,489
+3%
减持
UNP
UNION PAC CORP
-$1.6M
27,156
-0%
减持
WY
WEYERHAEUSER CO MTN BE
-$1.6M
309,067
-1%
增持
—
HOWARD HUGHES CORP
-$1.5M
43,817
+1%
减持
SHEL
SHELL PLC
-$1.5M
288,627
-4%
增持
PG
PROCTER AND GAMBLE CO
-$1.5M
220,401
+2%
增持
AMZN
AMAZON COM INC
-$1.3M
24,460
+1968%
增持
V
VISA INC
-$1.2M
55,928
+1%
减持
MS
MORGAN STANLEY
-$1.2M
90,500
-2%
增持
—
CHUBB LIMITED
-$1.2M
80,961
+1%
减持
BDX
BECTON DICKINSON & CO
-$1.1M
52,524
-1%
减持
MCK
MCKESSON CORP
-$1.1M
124,264
-9%
增持
—
U S XPRESS ENTERPRISES INC
-$1.0M
875,427
+1%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$890.0K
83,713
-8%
增持
GOOG
ALPHABET INC
-$842.0K
1,409
+0%
减持
AZO
AUTOZONE INC
+$798.0K
11,406
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$756.0K
8,586
+145%
增持
NKE
NIKE INC
-$752.0K
24,898
+2%
增持
DGX
QUEST DIAGNOSTICS INC
+$747.0K
142,523
+7%
增持
—
EXXON MOBIL CORP
+$738.0K
47,930
+18%
减持
PFE
PFIZER INC
-$729.0K
857,873
-3%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$722.0K
7,598
减持
HPQ
HP INC
-$686.0K
172,540
-1%
减持
BA
BOEING CO
-$656.0K
11,760
-1%
减持
—
KELLOGG CO
-$615.0K
49,854
-23%
减持
DOC
HEALTHPEAK PROPERTIES INC
-$611.0K
66,919
-2%
增持
ECL
ECOLAB INC
+$604.0K
32,688
+31%
增持
EMR
EMERSON ELEC CO
-$564.0K
88,045
+14%
增持
JNJ
JOHNSON & JOHNSON
+$563.0K
258,312
+1%
建仓
—
LUTHER BURBANK CORP
+$555.0K
42,560
减持
POR
PORTLAND GEN ELEC CO
-$533.0K
47,126
-8%
增持
AMGN
AMGEN INC
+$496.0K
118,345
+1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$493.0K
24,517
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$454.0K
8,812
-1%
增持
—
EATON CORP PLC
+$440.0K
53,494
+29%
减持
FDX
FEDEX CORP
-$438.0K
91,056
-0%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$381.0K
35,746
+19%
增持
MCD
MCDONALDS CORP
+$367.0K
4,545
+49%
减持
—
AVANGRID INC
-$367.0K
120,675
-5%
增持
BLKB
BLACKBAUD INC
-$363.0K
347,288
+1%
增持
TGT
TARGET CORP
-$334.0K
8,749
+18%
增持
PHG
KONINKLIJKE PHILIPS N V
-$332.0K
266,628
+34%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$313.0K
13,476
+38%
减持
—
HOLOGIC INC
-$310.0K
30,865
-3%
减持
SYK
STRYKER CORPORATION
-$300.0K
4,028
-2%
减持
AXP
AMERICAN EXPRESS CO
-$300.0K
6,188
-0%
清仓
NVDA
NVIDIA CORPORATION
-$291.0K
0
-100%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$271.0K
4,282
减持
PSX
PHILLIPS 66
-$269.0K
27,183
-6%
清仓
AMAT
APPLIED MATLS INC
-$264.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$251.0K
0
-100%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$249.0K
0
-100%
增持
O
REALTY INCOME CORP
+$244.0K
224,598
+3%
清仓
PAYX
PAYCHEX INC
-$223.0K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$223.0K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$223.0K
23,566
-4%
清仓
STT
STATE STR CORP
-$216.0K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$216.0K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$216.0K
0
-100%
清仓
PCAR
PACCAR INC
-$215.0K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$215.0K
17,107
+31%
减持
FAST
FASTENAL CO
-$210.0K
22,000
-0%
增持
ABT
ABBOTT LABS
+$205.0K
10,802
+32%
建仓
TJX
TJX COS INC NEW
+$205.0K
3,675
减持
SO
SOUTHERN CO
-$191.0K
120,601
-1%
增持
TSN
TYSON FOODS INC
-$191.0K
57,269
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$190.0K
11,671
-24%
减持
CL
COLGATE PALMOLIVE CO
-$187.0K
3,570
-43%
增持
TXN
TEXAS INSTRS INC
+$174.0K
2,457
+121%
增持
AFL
AFLAC INC
+$174.0K
8,695
+82%
增持
—
HESS CORP
+$171.0K
3,545
+85%
减持
—
PIONEER NAT RES CO
-$154.0K
5,204
-1%
减持
COP
CONOCOPHILLIPS
-$138.0K
12,068
-1%
增持
APD
AIR PRODS & CHEMS INC
-$136.0K
75,042
+3%
增持
GIS
GENERAL MLS INC
+$132.0K
4,485
+48%
增持
WFC
WELLS FARGO CO NEW
-$132.0K
15,952
+2%
增持
ORCL
ORACLE CORP
-$131.0K
10,615
+1%
减持
PEP
PEPSICO INC
-$128.0K
14,985
-4%
增持
SYY
SYSCO CORP
+$114.0K
11,582
+9%
减持
MA
MASTERCARD INCORPORATED
-$113.0K
1,920
-5%
减持
COLB
COLUMBIA BKG SYS INC
-$110.0K
12,874
-13%
