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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BECKER CAPITAL MANAGEMENT INC

Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001941040-25-000309

Total Value
$3.03B
Positions
274
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (274)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL652,495$144.9M4.78%
2MICROSOFT CORPMSFT362,463$136.1M4.48%
3JPMORGAN CHASE & CO.VYLD377,503$92.6M3.05%
4VANGUARD INDEX FDS922908736224,481$83.2M2.74%
5VANGUARD INDEX FDS922908769272,668$74.9M2.47%
6EMBRAER S.A.EMBJ1,541,216$71.2M2.35%
7ISHARES TR464287804569,034$59.5M1.96%
8SCHWAB CHARLES CORPSCHW-PJ756,186$59.2M1.95%
9WALMART INCWMT672,459$59.2M1.95%
10ISHARES TR464287465719,562$58.8M1.94%
11MCKESSON CORPMCK83,948$56.6M1.86%
12SPDR S&P 500 ETF TRSPY93,247$52.3M1.72%
13RTX CORPORATIONRTX379,987$50.3M1.66%
14GOLDMAN SACHS GROUP INCGSCE87,705$47.9M1.58%
15BLACKROCK INCBLK50,469$47.8M1.57%
16AMAZON COM INCAMZN248,883$47.4M1.56%
17SAP SESAPGF171,703$46.1M1.52%
18CISCO SYS INCCSCO712,630$44.0M1.45%
19QUALCOMM INCQCOM275,905$42.4M1.40%
20JOHNSON & JOHNSONJNJ255,129$42.3M1.39%
21ALLSTATE CORPALL-PJ194,538$40.5M1.33%
22CHEVRON CORP NEWCVX239,898$40.1M1.32%
23VERIZON COMMUNICATIONS INCVZ842,697$38.2M1.26%
24ALPHABET INCGOOG231,453$35.8M1.18%
25SYSCO CORPSYY474,151$35.6M1.17%
26SALESFORCE INCCRM130,880$35.1M1.16%
27PROCTER AND GAMBLE CO742718109202,907$34.6M1.14%
28BERKSHIRE HATHAWAY INC DELBRK-A64,516$34.4M1.13%
29AIR PRODS & CHEMS INCAIIR115,178$34.0M1.12%
30HOME DEPOT INCHD91,817$33.7M1.11%
31NEWMONT CORPNEMCL677,741$32.7M1.08%
32FIRSTENERGY CORPFE792,577$32.0M1.06%
33SANOFISNYNF557,208$30.9M1.02%
34AUTOZONE INCAZO7,960$30.3M1.00%
35KINDER MORGAN INC DELEP-PC1,019,011$29.1M0.96%
36VANGUARD INDEX FDS922908553313,331$28.4M0.94%
37ASTRAZENECA PLCAZN381,117$28.0M0.92%
38MERCK & CO INCMRK308,143$27.9M0.92%
39AMGEN INCAMGN89,297$27.8M0.92%
40NIKE INCNKE430,088$27.5M0.91%
41BAKER HUGHES COMPANYBKR606,423$26.7M0.88%
42COSTCO WHSL CORP NEW22160K10526,664$25.2M0.83%
43CARRIER GLOBAL CORPORATIONCARR395,269$25.1M0.83%
44GROCERY OUTLET HLDG CORPGO1,792,531$25.1M0.83%
45CHUBB LIMITEDCB81,910$24.8M0.82%
46DISNEY WALT CO254687106241,885$23.9M0.79%
47US BANCORP DELUSB-PS555,733$23.7M0.78%
48KONINKLIJKE PHILIPS N VRYLPF913,327$23.2M0.76%
49PFIZER INCPFE914,000$23.2M0.76%
50ISHARES INC46434G103425,306$23.0M0.76%
51GENERAL DYNAMICS CORPGD83,396$22.7M0.75%
52VISA INCV63,224$22.2M0.73%
53PAYPAL HLDGS INCPYPL326,572$21.3M0.70%
54FLEX LTDFLEX628,338$20.8M0.69%
55SOUTHERN COSOMN222,318$20.4M0.67%
56INTEL CORPINTC868,571$19.7M0.65%
57METHANEX CORPMEOH546,676$19.2M0.63%
58DIAGEO PLCDGEAF179,848$19.1M0.63%
59KROGER COKR260,815$17.7M0.58%
60BAXTER INTL INC071813109512,269$17.6M0.58%
61NVIDIA CORPORATIONNVDA159,371$17.3M0.57%
62HONEYWELL INTL INC43851610678,843$16.7M0.55%
63TIMKEN COTKR224,607$16.1M0.53%
64SHELL PLCRYDAF216,240$15.8M0.52%
65TE CONNECTIVITY PLCTEL110,255$15.6M0.51%
66EATON CORP PLCETN56,540$15.4M0.51%
67CIENA CORPCIEN241,797$14.6M0.48%
68MOLINA HEALTHCARE INCMOH43,016$14.2M0.47%
69META PLATFORMS INCMETA24,330$14.0M0.46%
70ISHARES TR46428720024,937$14.0M0.46%
71ACCENTURE PLC IRELANDACN44,243$13.8M0.46%
72REALTY INCOME CORPO236,359$13.7M0.45%
73ISHARES TR46432F842175,873$13.3M0.44%
74BLACKSTONE INCBX92,301$12.9M0.43%
75TELEFLEX INCORPORATEDTFX88,042$12.2M0.40%
76EXXON MOBIL CORPXOM97,834$11.6M0.38%
77EMERSON ELEC COEMR103,422$11.3M0.37%
78QUEST DIAGNOSTICS INCDGX66,206$11.2M0.37%
79BECTON DICKINSON & COBDX48,244$11.1M0.36%
80ECOLAB INCECL40,979$10.4M0.34%
81BANK AMERICA CORP060505104239,894$10.0M0.33%
82ISHARES TR46436E569230,524$9.9M0.33%
83VANGUARD TAX-MANAGED FDS921943858155,664$7.9M0.26%
84STARBUCKS CORPSBUX80,023$7.8M0.26%
85ISHARES TR46428765535,244$7.0M0.23%
86BROOKFIELD RENEWABLE CORPBEPC246,735$6.9M0.23%
87MORGAN STANLEYMS-PQ58,096$6.8M0.22%
88SPDR GOLD TRGLD22,342$6.4M0.21%
89ADOBE INCADBE16,200$6.2M0.20%
90ISHARES TR46428770548,804$5.8M0.19%
91BLACKBAUD INCBLKB92,933$5.8M0.19%
92LAMB WESTON HLDGS INCLW103,726$5.5M0.18%
93BROADCOM INCAVGO32,948$5.5M0.18%
94VANGUARD INDEX FDS92290836310,722$5.5M0.18%
95UNION PAC CORPUNP23,273$5.5M0.18%
96VANGUARD INTL EQUITY INDEX F92204287474,895$5.3M0.17%
97WARNER BROS DISCOVERY INCWBD476,022$5.1M0.17%
98FISERV INCFISV23,032$5.1M0.17%
99WASTE MGMT INC DEL94106L10921,946$5.1M0.17%
100UNILEVER PLCUNLYF84,307$5.0M0.17%
101HOLOGIC INCHOLX80,901$5.0M0.16%
102WEYERHAEUSER CO MTN BEWY153,527$4.5M0.15%
103MARSH & MCLENNAN COS INC57174810217,371$4.2M0.14%
104UNITEDHEALTH GROUP INCUNH7,948$4.2M0.14%
105VANGUARD INTL EQUITY INDEX F92204285891,913$4.2M0.14%
106ISHARES TR46428760649,947$4.2M0.14%
1073M COMMM28,233$4.1M0.14%
108ALPHABET INCGOOG26,386$4.1M0.14%
109VANGUARD INDEX FDS92290851225,162$4.0M0.13%
110THERMO FISHER SCIENTIFIC INCTMO8,058$4.0M0.13%
111MEDTRONIC PLCMDT43,446$3.9M0.13%
112ISHARES TR46428745747,258$3.9M0.13%
113VANGUARD BD INDEX FDS92193782747,862$3.7M0.12%
114ISHARES TR46428841435,231$3.7M0.12%
115ELI LILLY & COLLY4,302$3.6M0.12%
116ISHARES TR46428863866,203$3.5M0.11%
117INVESCO QQQ TRIVZ7,357$3.5M0.11%
118ISHARES TR46428866128,958$3.4M0.11%
119ISHARES TR46428759818,127$3.4M0.11%
120ISHARES TR46428815830,703$3.2M0.11%
121BERKSHIRE HATHAWAY INC DELBRK-A4$3.2M0.11%
122ABBVIE INCABBV14,626$3.1M0.10%
123ISHARES TR46428748125,200$3.0M0.10%
124COLUMBIA SPORTSWEAR COCOLM34,481$2.6M0.09%
125PHILLIPS 66PSX20,371$2.5M0.08%
126ISHARES TR46428787925,611$2.5M0.08%
127CATERPILLAR INCCAT7,536$2.5M0.08%
128ISHARES INC46434G82235,071$2.4M0.08%
129ISHARES TR46428864645,076$2.4M0.08%
130IMAX CORPIMAX86,200$2.3M0.07%
131SCHWAB STRATEGIC TR80852430089,916$2.3M0.07%
132ISHARES TR46428722622,662$2.2M0.07%
133VANGUARD SPECIALIZED FUNDS92190884411,520$2.2M0.07%
134ISHARES TR4642876146,082$2.2M0.07%
135INTERNATIONAL BUSINESS MACHSINTR8,609$2.1M0.07%
136VANGUARD INDEX FDS92290874411,878$2.1M0.07%
137CVS HEALTH CORPCVS27,713$1.9M0.06%
138SPDR S&P MIDCAP 400 ETF TRMDY3,451$1.8M0.06%
139CROWN CASTLE INCCCI17,575$1.8M0.06%
140ISHARES TR46435U66347,336$1.8M0.06%
141ISHARES TR46428730918,640$1.7M0.06%
142STRYKER CORPORATIONSYK4,627$1.7M0.06%
143NEXTRACKER INCNXT40,424$1.7M0.06%
144FASTENAL COFAST21,428$1.7M0.05%
145ISHARES TR46428788712,817$1.6M0.05%
146VALERO ENERGY CORPVLO11,897$1.6M0.05%
147HP INCHPQ55,816$1.6M0.05%
148PEPSICO INCPEP10,299$1.5M0.05%
149AMPHENOL CORP NEW03209510123,001$1.5M0.05%
150ISHARES TR46428767111,879$1.5M0.05%
151MCDONALDS CORPMCD4,725$1.5M0.05%
152SELECT SECTOR SPDR TR81369Y50614,866$1.4M0.05%
153ABBOTT LABSABLZF10,402$1.4M0.05%
154ISHARES TR46428743214,830$1.3M0.04%
155NEXTERA ENERGY INCNEE-PW18,935$1.3M0.04%
156GITLAB INCGTLB27,397$1.3M0.04%
157PPG INDS INC69350610711,526$1.3M0.04%
158SELECT SECTOR SPDR TR81369Y8035,594$1.2M0.04%
159PALANTIR TECHNOLOGIES INCPLTR12,812$1.1M0.04%
160CANADIAN PACIFIC KANSAS CITYCP15,237$1.1M0.04%
161J P MORGAN EXCHANGE TRADED F46654Q20320,494$1.1M0.03%
162NOVARTIS AGNVSEF9,477$1.1M0.03%
163TESLA INCTSLA4,068$1.1M0.03%
164VANGUARD WORLD FD92204A7021,908$1.0M0.03%
165INVESCO EXCHANGE TRADED FD TIVZ5,955$1.0M0.03%
166PALO ALTO NETWORKS INCPANW6,042$1.0M0.03%
167GILEAD SCIENCES INCGILD9,199$1.0M0.03%
168VENTAS INCVTR14,824$1.0M0.03%
169WATERS CORP9418481032,750$1.0M0.03%
170TYSON FOODS INCTSN15,400$982,6740.03%
171AFLAC INCAFL8,695$966,7980.03%
172ISHARES TR4642882578,300$966,0370.03%
173ISHARES INC46428660817,709$943,0050.03%
174VANGUARD SCOTTSDALE FDS92206C68010,000$927,9000.03%
175WELLS FARGO CO NEW94974610112,578$903,0080.03%
176VANGUARD SCOTTSDALE FDS92206C7303,440$873,2790.03%
177INTERCONTINENTAL EXCHANGE IN45866F1045,024$866,6400.03%
178VANGUARD BD INDEX FDS92193781910,830$829,2540.03%
179MCCORMICK & CO INCMKC-V10,000$823,1000.03%
180ORACLE CORPORCL-PD5,822$813,9740.03%
181ISHARES TR46428750713,835$807,2730.03%
182ISHARES TR4642876305,257$793,7020.03%
183ISHARES INC46434G77216,422$779,7170.03%
184LOCKHEED MARTIN CORPLMT1,709$763,4280.03%
185DUTCH BROS INCBROS12,264$757,1800.02%
186AUTOMATIC DATA PROCESSING INADP2,456$754,1640.02%
187ALASKA AIR GROUP INCALK15,100$743,2220.02%
188SERVICENOW INCNOW924$735,6340.02%
189VANGUARD INDEX FDS9229087513,314$734,8800.02%
190CME GROUP INCCME2,689$713,3650.02%
191GE AEROSPACE3696043013,530$707,7080.02%
192BOEING COBA-PA4,031$687,5630.02%
193MAGNA INTL INC55922240120,106$683,4030.02%
194ISHARES TR46435G33418,185$681,3920.02%
195VANGUARD INDEX FDS9229086113,500$652,0150.02%
196AT&T INCT-PC22,682$641,4530.02%
197MASTERCARD INCORPORATEDMA1,128$618,2800.02%
198LAM RESEARCH CORPLRCX8,476$618,1100.02%
199PRIMERICA INCPRI2,165$616,0080.02%
200TCW ETF TRUST29287L2058,826$615,5770.02%
201AMERIPRISE FINL INC03076C1061,225$593,0350.02%
202ISHARES TR4642871012,172$588,2430.02%
203MONDELEZ INTL INC6092071058,363$571,3610.02%
204PORTLAND GEN ELEC CO73650884712,594$567,9900.02%
205VANGUARD INDEX FDS9229086372,183$561,0970.02%
206NORFOLK SOUTHN CORP6558441082,365$560,1510.02%
207ZOETIS INCZTS3,364$553,8830.02%
208TARGET CORPTGT5,242$547,0560.02%
209MICRON TECHNOLOGY INCMU6,186$538,2130.02%
210VANGUARD WHITEHALL FDS9219464064,159$536,2860.02%
211SOLVENTUM CORPSOLV6,832$519,5060.02%
212PNC FINL SVCS GROUP INC6934751052,903$510,2610.02%
213ISHARES TR4642875495,598$507,5710.02%
214ISHARES TR4642882737,937$504,2380.02%
215ISHARES TR4642876635,401$498,4590.02%
216COMCAST CORP NEWCCZ13,299$490,7340.02%
217SCHWAB STRATEGIC TR80852480524,646$487,5070.02%
218VANGUARD INDEX FDS9229086291,752$453,1030.01%
219TJX COS INC NEW8725401093,556$433,1210.01%
220DIMENSIONAL ETF TRUST25434V4017,049$426,3240.01%
221BRISTOL-MYERS SQUIBB COCELG-RI6,912$421,5630.01%
222PHILIP MORRIS INTL INC7181721092,609$417,6670.01%
223CSX CORPCSX13,852$407,6650.01%
224CITIGROUP INCC-PR5,562$394,8470.01%
225PACKAGING CORP AMER6951561091,923$383,2470.01%
226COCA COLA COKO5,291$381,6400.01%
227ISHARES INC4642866658,554$377,2320.01%
228BOOKING HOLDINGS INCBKNG80$368,5530.01%
229PUBLIC SVC ENTERPRISE GRP IN7445731064,282$352,4090.01%
230VANGUARD STAR FDS9219097685,558$345,1770.01%
231WAFD INCWAFDP11,752$335,8730.01%
232TAIWAN SEMICONDUCTOR MFG LTD8740391001,953$325,5220.01%
233ISHARES TR4642874732,504$315,4310.01%
234AMERICAN ELEC PWR CO INC0255371012,883$315,0260.01%
235TEXAS INSTRS INC8825081041,737$312,1390.01%
236PACCAR INCPCAR3,199$311,4870.01%
237PROLOGIS INC.PLDGP2,780$310,7770.01%
238INTERNATIONAL PAPER CO4601461035,749$306,7100.01%
239PROGRESSIVE CORP7433151031,070$302,8210.01%
240PAYCHEX INCPAYX1,911$294,8300.01%
241BOSTON SCIENTIFIC CORPBSX2,921$294,6710.01%
242INTUITIVE SURGICAL INCISRG591$292,7050.01%
243C H ROBINSON WORLDWIDE INCCHRW2,822$290,7230.01%
244PARKER-HANNIFIN CORPPH477$289,9450.01%
245AMERICAN HEALTHCARE REIT INCAHR9,381$286,5900.01%
246NETFLIX INCNFLX301$280,6920.01%
247SHERWIN WILLIAMS COSHW798$278,6540.01%
248SPDR SER TR78464A7632,009$272,5820.01%
249HESS CORPHESM1,686$269,3050.01%
250ISHARES TR4642878614,500$261,9000.01%
251VANGUARD ADMIRAL FDS INC9219327031,413$260,2610.01%
252GLOBAL X FDS37954Y8893,835$259,0160.01%
253GENERAL MLS INC3703341044,328$258,7720.01%
254ALTRIA GROUP INCMO4,118$251,3350.01%
255GE VERNOVA INCGEV812$247,8880.01%
256CONOCOPHILLIPSCOP2,328$244,4870.01%
257KEYSIGHT TECHNOLOGIES INCKEYS1,607$240,6810.01%
258ANALOG DEVICES INCADI1,174$236,7610.01%
259VANGUARD SCOTTSDALE FDS92206C6642,805$226,2240.01%
260FEDEX CORPFDX911$223,4100.01%
261ISHARES TR46432F3391,305$223,0120.01%
262VANGUARD MUN BD FDS9229077464,475$222,0500.01%
263DOORDASH INCDASH1,200$219,3240.01%
264AMERICAN EXPRESS COAXP815$219,2760.01%
265DANAHER CORPORATION2358511021,058$217,2290.01%
266ISHARES TR4642875231,110$208,8690.01%
267ILLINOIS TOOL WKS INC452308109824$205,7200.01%
268VICTORY PORTFOLIOS II92647N8243,120$205,0470.01%
269CORNING INCGLW4,391$201,0200.01%
270OTIS WORLDWIDE CORPOTIS1,944$200,6520.01%
271FORD MTR CO34537086019,733$197,9220.01%
272BLACKROCK ENHANCED EQUITY DIBLK18,811$161,7750.01%
273TMC THE METALS COMPANY INCTMCWW88,062$151,4670.00%
274TRINITY BIOTECH PLCTRIB18,000$10,2600.00%