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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 4
增持 41
减持 90
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
SYY
SYSCO CORP
+$30.2M
470,888
+3671%
减持
F
FORD MTR CO DEL
-$20.8M
24,367
-98%
减持
AAPL
APPLE INC
-$17.5M
727,786
-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。
减持
LW
LAMB WESTON HLDGS INC
-$12.6M
125,691
-40%
减持
MSFT
MICROSOFT CORP
-$10.6M
395,337
-1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$10.4M
7,431
-93%
增持
ALK
ALASKA AIR GROUP INC
-$6.0M
468,185
+7%
减持
EMBJ
EMBRAER S.A.
-$5.9M
3,157,080
-1%
减持
BLKB
BLACKBAUD INC
-$5.2M
246,625
-22%
减持
PFE
PFIZER INC
-$4.7M
916,779
-4%
减持
MRK
MERCK & CO INC
-$4.7M
344,585
-1%
减持
PYPL
PAYPAL HLDGS INC
-$4.6M
376,468
-5%
减持
—
MEDTRONIC PLC
-$4.4M
380,024
-2%
减持
NEM
NEWMONT CORP
-$4.4M
592,708
-4%
减持
AMGN
AMGEN INC
+$4.4M
104,139
-2%
减持
DIS
DISNEY WALT CO
-$3.7M
233,525
-8%
减持
FE
FIRSTENERGY CORP
-$3.7M
759,598
-0%
增持
QQQ
INVESCO QQQ TR
+$3.5M
13,908
+237%
减持
—
BLACKROCK INC
-$3.3M
54,828
-2%
减持
GOOGL
ALPHABET INC
+$3.2M
318,394
-1%
减持
—
TE CONNECTIVITY LTD
-$3.0M
146,338
-3%
减持
JNJ
JOHNSON & JOHNSON
-$3.0M
253,156
-1%
减持
BKR
BAKER HUGHES COMPANY
+$2.5M
753,081
-1%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$2.4M
0
-100%
增持
COLM
COLUMBIA SPORTSWEAR CO
+$2.4M
216,977
+23%
减持
CVX
CHEVRON CORP NEW
+$2.4M
232,478
-1%
建仓
IEI
ISHARES TR
+$2.4M
21,100
增持
DGX
QUEST DIAGNOSTICS INC
-$2.4M
126,352
+0%
增持
MOH
MOLINA HEALTHCARE INC
+$2.4M
41,598
+11%
增持
VZ
VERIZON COMMUNICATIONS INC
-$2.3M
890,823
+6%
增持
MEOH
METHANEX CORP
+$2.1M
542,370
+1%
减持
CARR
CARRIER GLOBAL CORPORATION
+$2.1M
437,752
-1%
增持
XVV
ISHARES TR
+$2.0M
187,724
+56%
减持
—
ASTRAZENECA PLC
-$2.0M
388,379
-2%
减持
SAP
SAP SE
-$1.9M
218,731
-1%
减持
CIEN
CIENA CORP
+$1.9M
463,532
-2%
减持
MGA
MAGNA INTL INC
-$1.8M
158,520
-13%
增持
SHY
ISHARES TR
+$1.8M
88,860
+33%
减持
CRM
SALESFORCE INC
-$1.8M
152,434
-2%
减持
VTR
VENTAS INC
-$1.7M
271,809
-2%
减持
SCHW
SCHWAB CHARLES CORP
-$1.6M
787,800
-1%
增持
WBD
WARNER BROS DISCOVERY INC
-$1.6M
1,459,799
+5%
增持
VUG
VANGUARD INDEX FDS
-$1.6M
191,894
+1%
增持
EMR
EMERSON ELEC CO
+$1.6M
126,327
+7%
减持
SBUX
STARBUCKS CORP
-$1.5M
145,722
-3%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$1.5M
252,983
-3%
减持
PG
PROCTER AND GAMBLE CO
-$1.4M
220,151
-0%
减持
APD
AIR PRODS & CHEMS INC
-$1.4M
77,383
-1%
减持
ESGE
ISHARES INC
-$1.2M
34,931
-51%
减持
—
CHUBB LIMITED
+$1.2M
82,217
-1%
减持
MMM
3M CO
-$1.2M
56,700
-13%
减持
BX
BLACKSTONE INC
+$1.2M
104,328
-3%
减持
BAC
BANK AMERICA CORP
-$1.1M
419,617
-4%
增持
VNQ
VANGUARD INDEX FDS
-$1.1M
176,776
+2%
增持
IJR
ISHARES TR
-$1.1M
470,548
+3%
增持
PHG
KONINKLIJKE PHILIPS N V
-$1.0M
1,425,923
+5%
减持
IEFA
ISHARES TR
-$1.0M
267,093
-1%
减持
KR
KROGER CO
-$1.0M
307,143
-2%
增持
IEMG
ISHARES INC
-$996.4K
801,217
+1%
增持
SPY
SPDR S&P 500 ETF TR
-$994.2K
100,742
+1%
增持
SHEL
SHELL PLC
+$975.6K
236,261
+0%
减持
AMZN
AMAZON COM INC
-$972.8K
245,856
-1%
增持
—
EXXON MOBIL CORP
+$966.0K
84,302
+1%
清仓
—
KELLOGG CO
-$959.7K
0
-100%
清仓
—
ASML HOLDING N V
-$949.4K
0
-100%
增持
—
UNILEVER PLC
-$899.9K
372,771
+1%
增持
HD
HOME DEPOT INC
-$890.3K
107,624
+0%
增持
IWD
ISHARES TR
+$888.7K
11,474
+109%
减持
—
AVANGRID INC
-$872.4K
93,865
-4%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$866.4K
24,370
-46%
减持
WY
WEYERHAEUSER CO MTN BE
-$864.1K
285,881
-1%
减持
USB
US BANCORP DEL
-$854.9K
616,957
-4%
减持
ECL
ECOLAB INC
-$849.5K
44,877
-1%
减持
ESML
ISHARES TR
-$844.0K
43,676
-33%
增持
SO
SOUTHERN CO
-$828.2K
162,263
+1%
减持
GD
GENERAL DYNAMICS CORP
-$789.3K
92,933
-6%
减持
CSCO
CISCO SYS INC
+$770.5K
813,174
-2%
增持
TSN
TYSON FOODS INC
+$745.8K
83,346
+23%
增持
EFA
ISHARES TR
-$728.0K
304,149
+2%
减持
—
FLEX LTD
-$704.4K
719,500
-1%
增持
QCOM
QUALCOMM INC
-$698.6K
298,936
+5%
增持
IJT
ISHARES TR
+$664.2K
19,345
+52%
减持
CVS
CVS HEALTH CORP
-$637.7K
211,493
-5%
增持
KMI
KINDER MORGAN INC DEL
-$632.6K
1,220,680
+1%
清仓
LNG
CHENIERE ENERGY INC
-$624.7K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$607.2K
107,543
-2%
增持
VTI
VANGUARD INDEX FDS
+$590.0K
276,300
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$587.6K
8,542
-16%
减持
V
VISA INC
-$556.5K
63,047
-1%
减持
WMT
WALMART INC
+$543.1K
282,431
-1%
减持
PSX
PHILLIPS 66
+$535.8K
22,035
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$528.8K
8,315
-8%
减持
AVGO
BROADCOM INC
-$526.0K
3,798
-10%
增持
GOOG
ALPHABET INC
+$512.8K
39,385
+2%
减持
MCK
MCKESSON CORP
-$511.3K
103,739
-3%
减持
ALL
ALLSTATE CORP
+$511.1K
225,301
-0%
减持
GILD
GILEAD SCIENCES INC
-$508.9K
22,748
-21%
减持
COST
COSTCO WHSL CORP NEW
+$491.5K
25,491
-1%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$489.8K
4,785
-50%
减持
DE
DEERE & CO
-$486.8K
700
-62%
减持
BROS
DUTCH BROS INC
-$466.2K
13,500
-51%
减持
NEE
NEXTERA ENERGY INC
-$434.7K
23,031
-3%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$429.1K
4,695
-60%
减持
SNY
SANOFI
-$423.9K
539,493
-1%
减持
HON
HONEYWELL INTL INC
-$389.0K
8,977
-9%
减持
TGT
TARGET CORP
-$386.9K
6,711
-22%
减持
NKE
NIKE INC
-$369.9K
24,096
-1%
减持
BDX
BECTON DICKINSON & CO
-$366.6K
51,144
-1%
减持
HPQ
HP INC
-$359.8K
64,619
-2%
增持
O
REALTY INCOME CORP
-$356.4K
230,571
+16%
减持
—
EATON CORP PLC
-$349.6K
58,618
-8%
减持
IWM
ISHARES TR
-$331.8K
33,070
-0%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$328.8K
0
-100%
减持
T
AT&T INC
-$322.7K
20,475
-48%
清仓
NFRA
FLEXSHARES TR
-$315.3K
0
-100%
增持
VLO
VALERO ENERGY CORP
+$310.0K
12,463
+0%
清仓
AMT
AMERICAN TOWER CORP NEW
-$298.5K
0
-100%
增持
RTX
RTX CORPORATION
+$296.6K
380,641
+38%
减持
AZO
AUTOZONE INC
+$291.1K
8,435
-0%
清仓
—
U S XPRESS ENTERPRISES INC
-$289.8K
0
-100%
减持
SCHH
SCHWAB STRATEGIC TR
-$283.1K
54,962
-15%
清仓
CI
THE CIGNA GROUP
-$282.0K
0
-100%
减持
IMAX
IMAX CORP
+$280.6K
217,870
-6%
减持
ABBV
ABBVIE INC
+$273.3K
20,963
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$249.5K
66,937
-2%
清仓
UPS
UNITED PARCEL SERVICE INC
-$247.4K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$238.1K
4,445
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$228.6K
0
-100%
清仓
NFLX
NETFLIX INC
-$220.2K
0
-100%
建仓
APA
APA CORPORATION
+$220.2K
5,358
清仓
AEP
AMERICAN ELEC PWR CO INC
-$217.6K
0
-100%
建仓
CE
CELANESE CORP DEL
+$209.1K
1,666
清仓
BAX
BAXTER INTL INC
-$207.5K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$204.6K
0
-100%
增持
MS
MORGAN STANLEY
-$201.0K
62,938
+1%
减持
BA
BOEING CO
-$192.9K
6,465
-5%
减持
AXP
AMERICAN EXPRESS CO
-$191.2K
6,008
-4%
减持
POR
PORTLAND GEN ELEC CO
-$189.3K
20,608
-6%
减持
IP
INTERNATIONAL PAPER CO
-$181.7K
345,614
-12%
增持
XLE
SELECT SECTOR SPDR TR
+$176.4K
19,124
+0%
增持
VOE
VANGUARD INDEX FDS
-$174.1K
25,032
+0%
减持
—
ACCENTURE PLC IRELAND
-$172.5K
65,069
-0%
减持
LLY
ELI LILLY & CO
+$167.7K
4,360
-6%
增持
PEP
PEPSICO INC
-$165.4K
11,337
+1%
减持
VOO
VANGUARD INDEX FDS
-$164.2K
7,068
-2%
增持
WM
WASTE MGMT INC DEL
-$164.1K
8,162
+1%
减持
ABT
ABBOTT LABS
-$158.3K
10,779
-2%
增持
EWU
ISHARES TR
+$155.9K
122,487
+7%
增持
MCD
MCDONALDS CORP
-$149.0K
4,859
+1%
减持
IUSG
ISHARES TR
-$145.3K
16,413
-6%
