BECKER CAPITAL MANAGEMENT INC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, BECKER CAPITAL MANAGEMENT INC opened 11 positions, added to 77, reduced 90, sold out of 8 and left 18 unchanged. The largest increase in value was FLEX (+$49,481,675); the largest decrease was HONZZZZ (-$18,891,362).
- FLEX: Country of operation —; Class ORD; Shares 2026-03-31 558,598; Shares 2026-06-30 530,928.
- CSCO: Country of operation United States; Class COM; Shares 2026-03-31 652,594; Shares 2026-06-30 619,024.
- INTC: Country of operation United States; Class COM; Shares 2026-03-31 530,699; Shares 2026-06-30 318,328.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 243,663; Shares 2026-06-30 238,154.
Two Form 13F-HR filings compared (SEC CIK 799004): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-07-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
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FLEX
FLEX LTD | | ORD | 558,598 | 530,928 | -27,670 | $36,565,826 | $86,047,501 | +$49,481,675 |
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CSCO
CISCO SYS INC | United States | COM | 652,594 | 619,024 | -33,570 | $50,634,743 | $72,710,520 | +$22,075,777 |
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INTC
INTEL CORP | United States | COM | 530,699 | 318,328 | -212,371 | $23,419,734 | $44,448,096 | +$21,028,362 |
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GOOGL
ALPHABET INC | United States | CAP STK CL A | 243,663 | 238,154 | -5,509 | $70,067,794 | $85,109,184 | +$15,041,390 |
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QCOM
QUALCOMM INC | United States | COM | 300,084 | 285,578 | -14,506 | $38,644,804 | $52,771,939 | +$14,127,135 |
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JPM
JPMORGAN CHASE & CO | United States | COM | 350,079 | 347,316 | -2,763 | $102,979,115 | $113,686,802 | +$10,707,687 |
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BRKR
BRUKER CORP | United States | COM | 416,548 | 409,537 | -7,011 | $15,066,442 | $24,666,334 | +$9,599,892 |
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GS
GOLDMAN SACHS GROUP INC | United States | COM | 81,476 | 77,626 | -3,850 | $68,927,579 | $78,508,247 | +$9,580,668 |
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NEM
NEWMONT CORP | United States | COM | 467,175 | 440,714 | -26,461 | $50,571,718 | $41,162,708 | -$9,409,010 |
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ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 46,749 | 4,188 | -42,561 | $9,269,860 | $521,155 | -$8,748,705 |
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MCK
MCKESSON CORP | United States | COM | 73,184 | 72,607 | -577 | $63,390,541 | $54,921,599 | -$8,468,942 |
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MEOH
METHANEX CORP | | COM | 465,863 | 420,577 | -45,286 | $27,737,484 | $19,409,629 | -$8,327,855 |
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WMT
WALMART INC | United States | COM | 604,952 | 600,347 | -4,605 | $75,332,973 | $67,995,254 | -$7,337,719 |
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CIEN
CIENA CORP | United States | COM NEW | 141,669 | 127,011 | -14,658 | $55,000,156 | $62,306,517 | +$7,306,361 |
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TKR
TIMKEN CO | United States | COM | 182,875 | 176,211 | -6,664 | $18,391,739 | $25,606,983 | +$7,215,244 |
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CARR
CARRIER GLOBAL CORPORATION | United States | COM | 416,859 | 415,130 | -1,729 | $23,473,351 | $30,449,799 | +$6,976,448 |
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NKE
NIKE INC | United States | CL B | 266,304 | 177,737 | -88,567 | $14,172,941 | $7,381,766 | -$6,791,175 |
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BKR
BAKER HUGHES COMPANY | United States | CL A | 560,281 | 516,456 | -43,825 | $34,205,138 | $28,663,315 | -$5,541,823 |
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ALL
ALLSTATE CORP | United States | COM | 184,391 | 182,214 | -2,177 | $38,435,153 | $43,554,280 | +$5,119,127 |
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VZ
VERIZON COMMUNICATIONS INC | United States | COM | 524,584 | 502,773 | -21,811 | $26,334,105 | $21,287,395 | -$5,046,710 |
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GO
GROCERY OUTLET HLDG CORP | United States | COM | 2,577,463 | 2,261,683 | -315,780 | $18,171,115 | $22,571,597 | +$4,400,482 |
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KR
KROGER CO | United States | COM | 239,300 | 238,608 | -692 | $17,315,748 | $13,249,903 | -$4,065,845 |
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USB
US BANCORP | United States | COM NEW | 501,714 | 482,895 | -18,819 | $26,354,592 | $29,418,433 | +$3,063,841 |
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PYPL
PAYPAL HLDGS INC | United States | COM | 166,536 | 106,338 | -60,198 | $7,532,424 | $4,591,675 | -$2,940,749 |
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PFE
PFIZER INC | United States | COM | 490,446 | 469,672 | -20,774 | $13,771,724 | $11,309,702 | -$2,462,022 |
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SYY
SYSCO CORP | United States | COM | 431,809 | 397,917 | -33,892 | $30,800,936 | $33,257,903 | +$2,456,967 |
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CAT
CATERPILLAR INC | United States | COM | 6,872 | 6,849 | -23 | $4,868,554 | $7,293,526 | +$2,424,972 |
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JNJ
JOHNSON & JOHNSON | United States | COM | 247,678 | 246,132 | -1,546 | $60,542,336 | $62,510,139 | +$1,967,803 |
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EMR
EMERSON ELEC CO | United States | COM | 89,693 | 68,460 | -21,233 | $11,751,577 | $9,800,049 | -$1,951,528 |
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O
REALTY INCOME CORP | United States | COM | 149,551 | 117,600 | -31,951 | $9,157,883 | $7,292,791 | -$1,865,092 |
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MRK
MERCK & CO INC | United States | COM | 271,104 | 268,226 | -2,878 | $32,841,144 | $34,694,844 | +$1,853,700 |
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COST
COSTCO WHOLESALE CORPORATION | United States | COM | 25,936 | 25,828 | -108 | $25,843,449 | $24,161,637 | -$1,681,812 |
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META
META PLATFORMS INC | United States | CL A | 34,986 | 32,755 | -2,231 | $20,016,501 | $18,450,526 | -$1,565,975 |
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RTX
RTX CORPORATION | United States | COM | 338,682 | 336,393 | -2,289 | $65,331,741 | $63,823,811 | -$1,507,930 |
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AZN
ASTRAZENECA PLC | | ORD | 176,914 | 176,512 | -402 | $34,890,980 | $33,470,207 | -$1,420,773 |
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GLD
SPDR GOLD TR | United States | GOLD SHS | 22,292 | 22,212 | -80 | $9,592,025 | $8,182,457 | -$1,409,568 |
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AVGO
BROADCOM INC | United States | COM | 38,104 | 34,929 | -3,175 | $11,793,570 | $13,194,430 | +$1,400,860 |
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LRCX
LAM RESEARCH CORP | United States | COM NEW | 8,428 | 7,265 | -1,163 | $1,802,921 | $3,150,201 | +$1,347,280 |
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BEPC
BROOKFIELD RENEWABLE CORP | United States | CL A EX SUB VTG | 311,977 | 307,006 | -4,971 | $12,426,717 | $11,396,063 | -$1,030,654 |
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TEL
TE CONNECTIVITY PLC | | ORD SHS | 92,613 | 91,193 | -1,420 | $19,357,970 | $18,385,421 | -$972,549 |
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CB
CHUBB LIMITED | | COM | 84,344 | 83,369 | -975 | $27,571,903 | $28,492,310 | +$920,407 |
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PANW
PALO ALTO NETWORKS INC | United States | COM | 5,949 | 5,106 | -843 | $953,744 | $1,741,249 | +$787,505 |
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BLKB
BLACKBAUD INC | United States | COM | 52,671 | 43,886 | -8,785 | $2,033,628 | $1,299,904 | -$733,724 |
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DIS
DISNEY WALT CO | United States | COM | 234,799 | 225,758 | -9,041 | $22,629,928 | $21,897,893 | -$732,035 |
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WAT
WATERS CORP | United States | COM | 9,315 | 9,258 | -57 | $2,774,025 | $3,472,106 | +$698,081 |
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GD
GENERAL DYNAMICS CORP | United States | COM | 83,022 | 82,373 | -649 | $28,494,811 | $29,179,812 | +$685,001 |
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AMGN
AMGEN INC | United States | COM | 85,675 | 85,085 | -590 | $30,144,660 | $30,811,093 | +$666,433 |
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MDT
MEDTRONIC PLC | Ireland | SHS | 37,281 | 32,870 | -4,411 | $3,256,903 | $2,595,449 | -$661,454 |
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DGX
QUEST DIAGNOSTICS INC | United States | COM | 62,849 | 60,916 | -1,933 | $12,317,148 | $12,911,147 | +$593,999 |
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LINE
LINEAGE INC | United States | COM | 67,766 | 64,440 | -3,326 | $2,256,100 | $2,821,345 | +$565,245 |
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BAX
BAXTER INTL INC | United States | COM | 271,603 | 233,801 | -37,802 | $4,566,020 | $4,987,052 | +$421,032 |
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LW
LAMB WESTON HLDGS INC | United States | COM | 90,075 | 78,588 | -11,487 | $3,806,570 | $3,393,430 | -$413,140 |
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PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 8,636 | 7,431 | -1,205 | $1,263,275 | $866,975 | -$396,300 |
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MCHP
MICROCHIP TECHNOLOGY INC. | United States | COM | 18,888 | 16,980 | -1,908 | $1,220,354 | $1,548,576 | +$328,222 |
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PHG
KONINKLIJKE PHILIPS N V | | NY REGIS SHS NEW | 863,809 | 858,787 | -5,022 | $23,668,367 | $23,350,415 | -$317,952 |
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APD
AIR PRODUCTS AND CHEMICALS I | United States | COM | 109,471 | 107,449 | -2,022 | $31,800,145 | $31,501,811 | -$298,334 |
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MMM
3M CO | United States | COM | 21,857 | 21,411 | -446 | $3,174,276 | $3,466,702 | +$292,426 |
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PSX
PHILLIPS 66 | United States | COM | 19,191 | 19,043 | -148 | $3,496,217 | $3,219,220 | -$276,997 |
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IMAX
IMAX CORP | | COM | 69,450 | 59,750 | -9,700 | $2,639,795 | $2,381,635 | -$258,160 |
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MCD
MCDONALDS CORP | United States | COM | 5,867 | 5,837 | -30 | $1,823,405 | $1,577,800 | -$245,605 |
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TFX
TELEFLEX INCORPORATED | United States | COM | 42,322 | 38,035 | -4,287 | $5,062,135 | $4,821,317 | -$240,818 |
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GE
GE AEROSPACE | United States | COM NEW | 3,907 | 3,569 | -338 | $1,110,486 | $1,333,756 | +$223,270 |
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GEV
GE VERNOVA INC | United States | COM | 956 | 877 | -79 | $834,972 | $1,030,791 | +$195,819 |
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SBUX
STARBUCKS CORP | United States | COM | 63,453 | 54,035 | -9,418 | $5,684,755 | $5,521,837 | -$162,918 |
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BLK
BLACKROCK INC | United States | COM | 48,434 | 48,274 | -160 | $46,579,339 | $46,418,224 | -$161,115 |
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TGT
TARGET CORP | United States | COM | 3,261 | 1,794 | -1,467 | $395,234 | $234,315 | -$160,919 |
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ECL
ECOLAB INC | United States | COM | 37,067 | 34,828 | -2,239 | $9,887,526 | $9,728,856 | -$158,670 |
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ABT
ABBOTT LABORATORIES | United States | COM | 9,871 | 9,713 | -158 | $1,013,423 | $881,395 | -$132,028 |
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VLO
VALERO ENERGY CORP | United States | COM | 11,942 | 10,825 | -1,117 | $2,950,630 | $2,819,263 | -$131,367 |
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NXT
NEXTPOWER INC | United States | CLASS A COM | 34,720 | 34,320 | -400 | $4,185,496 | $4,088,885 | -$96,611 |
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SYK
STRYKER CORPORATION | United States | COM | 4,723 | 4,623 | -100 | $1,556,087 | $1,459,574 | -$96,513 |
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WY
WEYERHAEUSER CO | United States | COM NEW | 33,788 | 30,484 | -3,304 | $825,441 | $729,787 | -$95,654 |
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BX
BLACKSTONE INC | United States | COM | 89,608 | 88,310 | -1,298 | $10,304,024 | $10,391,438 | +$87,414 |
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HPQ
HP INC | United States | COM | 22,709 | 16,789 | -5,920 | $443,308 | $373,388 | -$69,920 |
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TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 7,869 | 7,851 | -18 | $3,871,559 | $3,939,887 | +$68,328 |
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SOLV
SOLVENTUM CORP | United States | COM SHS | 6,048 | 5,920 | -128 | $394,935 | $456,728 | +$61,793 |
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PWR
QUANTA SVCS INC | United States | COM | 370 | 367 | -3 | $203,138 | $264,255 | +$61,117 |
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VTR
VENTAS INC | United States | COM | 12,517 | 12,189 | -328 | $1,024,022 | $1,082,752 | +$58,730 |
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ADI
ANALOG DEVICES INC | United States | COM | 1,055 | 960 | -95 | $335,638 | $381,284 | +$45,646 |
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GIS
GENERAL MILLS INC | United States | COM | 6,899 | 6,334 | -565 | $256,781 | $220,424 | -$36,357 |
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NSC
NORFOLK SOUTHN CORP | United States | COM | 2,465 | 2,340 | -125 | $707,455 | $736,141 | +$28,686 |
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BA
BOEING CO | United States | COM | 4,362 | 4,120 | -242 | $868,258 | $891,953 | +$23,695 |
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WBD
WARNER BROS DISCOVERY INC | United States | COM SER A | 18,395 | 18,220 | -175 | $505,127 | $485,746 | -$19,381 |
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ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 2,493 | 2,338 | -155 | $510,770 | $527,956 | +$17,186 |
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MICC
MAGNUM ICE CREAM CO NV | Netherlands | ORD SHS | 15,436 | 14,210 | -1,226 | $230,769 | $247,397 | +$16,628 |
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WFC
WELLS FARGO & CO | United States | COM | 14,268 | 13,922 | -346 | $1,135,916 | $1,150,514 | +$14,598 |
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SOLS
SOLSTICE ADVANCED MATLS INC | United States | COM SHS | 7,686 | 6,758 | -928 | $585,366 | $598,759 | +$13,393 |
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COLB
COLUMBIA BKG SYS INC | United States | COM | 10,510 | 9,356 | -1,154 | $288,276 | $299,847 | +$11,571 |
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TRV
TRAVELERS COMPANIES INC | United States | COM | 1,040 | 898 | -142 | $303,348 | $296,448 | -$6,900 |
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MDLZ
MONDELEZ INTL INC | United States | CL A | 8,150 | 8,054 | -96 | $473,841 | $469,871 | -$3,970 |
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