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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 5
增持 57
减持 79
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
VZ
VERIZON COMMUNICATIONS INC
+$28.7M
740,173
+5975%
减持
T
AT&T INC
-$20.7M
39,591
-97%
增持
JPM
JPMORGAN CHASE & CO
+$12.5M
408,835
+1%
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。
增持
—
BLACKROCK INC
+$9.5M
55,561
+2%
增持
ALK
ALASKA AIR GROUP INC
+$9.0M
409,869
+87%
增持
SCHW
SCHWAB CHARLES CORP
+$8.9M
736,159
+1%
增持
COLM
COLUMBIA SPORTSWEAR CO
+$8.6M
188,146
+61%
减持
CVX
CHEVRON CORP NEW
+$8.4M
241,190
-1%
减持
MRK
MERCK & CO INC
+$8.3M
361,611
-2%
增持
EMBJ
EMBRAER S.A.
+$8.1M
3,392,616
+1%
增持
SAP
SAP SE
+$8.1M
228,654
+20%
增持
WBD
WARNER BROS DISCOVERY INC
+$7.7M
1,538,008
+155%
增持
SNY
SANOFI
+$7.3M
573,340
+7%
增持
APD
AIR PRODS & CHEMS INC
+$7.2M
79,635
+7%
增持
CSCO
CISCO SYS INC
+$7.1M
846,345
+2%
增持
PHG
KONINKLIJKE PHILIPS N V
+$6.7M
1,268,143
+59%
增持
MEOH
METHANEX CORP
+$6.7M
533,834
+26%
增持
CARR
CARRIER GLOBAL CORPORATION
+$6.6M
446,390
+34%
增持
PFE
PFIZER INC
+$6.5M
848,407
+1%
增持
PG
PROCTER AND GAMBLE CO
+$6.3M
225,130
+2%
增持
BLKB
BLACKBAUD INC
+$6.3M
356,190
+7%
增持
GS
GOLDMAN SACHS GROUP INC
+$5.9M
111,774
+1%
增持
AAPL
APPLE INC
-$5.9M
733,119
+0%
减持
BKR
BAKER HUGHES COMPANY
+$5.5M
785,757
-7%
减持
—
ASTRAZENECA PLC
+$5.3M
417,082
-1%
减持
CIEN
CIENA CORP
+$4.9M
477,446
-1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$4.8M
281,846
-2%
增持
NEM
NEWMONT CORP
+$4.7M
544,844
+9%
增持
PYPL
PAYPAL HLDGS INC
-$4.4M
358,915
+3%
增持
HD
HOME DEPOT INC
+$4.4M
107,403
+0%
增持
SHEL
SHELL PLC
+$4.4M
322,152
+15%
减持
—
FLEX LTD
+$4.3M
1,105,690
-5%
增持
FRCB
FIRST REP BK SAN FRANCISCO C
+$4.2M
237,110
+25%
减持
DGX
QUEST DIAGNOSTICS INC
+$4.1M
133,956
-3%
增持
FE
FIRSTENERGY CORP
+$3.9M
747,761
+1%
清仓
—
ALLEGHANY CORP MD
-$3.9M
0
-100%
减持
GD
GENERAL DYNAMICS CORP
+$3.6M
105,226
-1%
增持
WMT
WALMART INC
+$3.6M
274,843
+1%
增持
MSFT
MICROSOFT CORP
+$3.5M
397,777
+1%
增持
JNJ
JOHNSON & JOHNSON
+$3.5M
255,770
+0%
增持
—
CHUBB LIMITED
+$3.4M
82,153
+1%
减持
GILD
GILEAD SCIENCES INC
-$3.1M
149,113
-42%
增持
EMR
EMERSON ELEC CO
+$3.0M
105,032
+8%
增持
SBUX
STARBUCKS CORP
+$2.9M
155,810
+5%
减持
AMGN
AMGEN INC
+$2.9M
114,306
-5%
增持
KMI
KINDER MORGAN INC DEL
+$2.7M
1,146,956
+6%
减持
DIS
DISNEY WALT CO
-$2.6M
240,434
-4%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$2.6M
0
-100%
增持
IP
INTERNATIONAL PAPER CO
+$2.5M
402,219
+12%
清仓
—
HOWARD HUGHES CORP
-$2.5M
0
-100%
减持
BAC
BANK AMERICA CORP
+$2.5M
873,012
-0%
增持
—
MEDTRONIC PLC
+$2.5M
356,855
+14%
增持
—
EATON CORP PLC
+$2.3M
63,138
+10%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$2.3M
13,427
-63%
减持
USB
US BANCORP DEL
+$2.2M
726,184
-1%
减持
MCK
MCKESSON CORP
+$2.1M
114,169
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0M
63,591
-4%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.9M
119,721
-24%
减持
VTR
VENTAS INC
-$1.9M
337,090
-21%
增持
MGA
MAGNA INTL INC
+$1.9M
216,746
+0%
增持
V
VISA INC
+$1.9M
57,231
+2%
增持
GOOGL
ALPHABET INC
+$1.8M
347,565
+15%
增持
O
REALTY INCOME CORP
+$1.7M
233,079
+4%
减持
CVS
CVS HEALTH CORP
-$1.7M
196,926
-6%
增持
—
ACCENTURE PLC IRELAND
+$1.6M
62,699
+7%
减持
BDX
BECTON DICKINSON & CO
+$1.6M
51,785
-0%
增持
ECL
ECOLAB INC
+$1.5M
42,609
+30%
增持
TSN
TYSON FOODS INC
+$1.4M
78,262
+50%
清仓
LEG
LEGGETT & PLATT INC
-$1.4M
0
-100%
减持
MMM
3M CO
-$1.4M
68,893
-21%
减持
—
UNILEVER PLC
+$1.4M
356,965
-6%
减持
ALL
ALLSTATE CORP
+$1.3M
223,220
-4%
增持
QCOM
QUALCOMM INC
+$1.3M
279,150
+7%
减持
BX
BLACKSTONE INC
-$1.2M
112,311
-1%
减持
LW
LAMB WESTON HLDGS INC
-$966.4K
241,144
-17%
减持
—
EXXON MOBIL CORP
+$921.5K
46,206
-3%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$905.0K
0
-100%
增持
NKE
NIKE INC
+$851.1K
25,050
+0%
增持
EW
EDWARDS LIFESCIENCES CORP
+$822.8K
20,290
+143%
减持
—
KELLOGG CO
-$822.4K
38,722
-25%
增持
SO
SOUTHERN CO
+$769.1K
127,715
+4%
减持
BROS
DUTCH BROS INC
-$768.6K
222,896
-2%
减持
KR
KROGER CO
-$750.0K
307,895
-7%
减持
VOD
VODAFONE GROUP PLC NEW
-$699.5K
31,174
-65%
减持
TSLA
TESLA INC
-$680.0K
4,587
-2%
增持
MS
MORGAN STANLEY
+$669.6K
91,774
+2%
增持
CNC
CENTENE CORP DEL
+$582.3K
80,884
+4%
减持
—
U S XPRESS ENTERPRISES INC
-$576.0K
870,147
-0%
增持
AMZN
AMAZON COM INC
-$570.6K
22,290
+3%
减持
MU
MICRON TECHNOLOGY INC
-$550.6K
55,210
-16%
增持
CRM
SALESFORCE INC
+$540.7K
148,591
+12%
减持
BA
BOEING CO
+$525.7K
10,203
-13%
减持
INTC
INTEL CORP
-$503.3K
362,154
-7%
减持
ABBV
ABBVIE INC
+$496.0K
19,102
-1%
减持
FDX
FEDEX CORP
-$446.0K
70,548
-17%
减持
AZO
AUTOZONE INC
-$417.8K
9,220
-15%
减持
COST
COSTCO WHSL CORP NEW
-$382.1K
23,829
-0%
减持
C
CITIGROUP INC
-$375.4K
107,375
-14%
减持
HON
HONEYWELL INTL INC
+$362.8K
7,932
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$361.7K
8,772
-0%
增持
META
META PLATFORMS INC
-$361.4K
30,444
+3%
清仓
ENB
ENBRIDGE INC
-$354.0K
0
-100%
减持
F
FORD MTR CO DEL
+$342.1K
1,462,265
-2%
减持
PSX
PHILLIPS 66
+$323.3K
23,917
-11%
增持
PEP
PEPSICO INC
+$314.1K
15,416
+2%
减持
—
HOLOGIC INC
+$305.2K
31,576
-1%
减持
VLO
VALERO ENERGY CORP
+$285.4K
14,941
-1%
减持
UNP
UNION PAC CORP
+$285.3K
27,446
-1%
建仓
—
SMARTSHEET INC
+$274.7K
6,980
建仓
APA
APA CORPORATION
+$250.1K
5,358
清仓
CE
CELANESE CORP DEL
-$250.0K
0
-100%
增持
IMAX
IMAX CORP
+$241.6K
241,107
+3%
减持
CAT
CATERPILLAR INC
-$234.7K
30,407
-34%
减持
DEO
DIAGEO PLC
-$232.7K
2,297
-39%
建仓
PCAR
PACCAR INC
+$214.8K
2,170
清仓
OGN
ORGANON & CO
-$210.0K
0
-100%
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$209.6K
145
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$204.0K
2,738
减持
ORCL
ORACLE CORP
+$186.2K
10,206
-4%
减持
CME
CME GROUP INC
-$178.8K
3,730
-18%
减持
—
TE CONNECTIVITY LTD
-$166.2K
161,941
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$164.3K
8,406
-2%
减持
SYK
STRYKER CORPORATION
+$162.4K
4,002
-1%
减持
MRSH
MARSH & MCLENNAN COS INC
+$157.8K
21,917
-6%
增持
ABT
ABBOTT LABS
+$156.9K
10,929
+1%
减持
—
AVANGRID INC
-$150.1K
105,023
-6%
减持
COP
CONOCOPHILLIPS
+$149.7K
11,913
-3%
减持
NVS
NOVARTIS AG
+$142.4K
9,826
-0%
减持
WY
WEYERHAEUSER CO MTN BE
-$137.2K
273,251
-9%
减持
LLY
LILLY ELI & CO
+$132.8K
3,449
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$124.8K
1,922
-22%
增持
GOOG
ALPHABET INC
-$123.7K
31,639
+4%
减持
—
CANADIAN PAC RY LTD
+$117.1K
15,285
-0%
减持
PPG
PPG INDS INC
+$104.1K
7,039
-0%
减持
MA
MASTERCARD INCORPORATED
+$103.2K
1,867
-3%
增持
WEC
WEC ENERGY GROUP INC
+$102.3K
5,037
+22%
清仓
VTRS
VIATRIS INC
-$96.0K
0
-100%
减持
DOC
HEALTHPEAK PROPERTIES INC
+$87.2K
58,844
-3%
减持
NEE
NEXTERA ENERGY INC
+$82.8K
17,031
-0%
减持
POR
PORTLAND GEN ELEC CO
+$82.5K
41,950
-8%
减持
SJM
SMUCKER J M CO
+$75.7K
4,542
-3%
减持
TXN
TEXAS INSTRS INC
-$67.6K
1,891
-23%
减持
SYY
SYSCO CORP
+$63.4K
11,542
-0%
减持
—
LAM RESEARCH CORP
-$62.4K
996
-24%
减持
GE
GENERAL ELECTRIC CO
+$56.6K
3,313
-7%
减持
—
HESS CORP
+$51.6K
2,550
-10%
减持
CMCSA
COMCAST CORP NEW
-$51.2K
18,297
-22%
减持
KMB
KIMBERLY-CLARK CORP
+$45.3K
2,043
-1%
减持
CSX
CSX CORP
-$41.9K
17,886
-20%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$41.2K
18,351
-6%
