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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 Q2 2025 · Filed August 14, 2025 · Accession 0001941040-25-000484

Total Value
$3.21B
Positions
278
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (278)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT361,555$179.8M5.60%
2APPLE INCAAPL628,239$128.9M4.02%
3JPMORGAN CHASE & CO.VYLD374,702$108.6M3.39%
4VANGUARD INDEX FDS922908736239,068$104.9M3.27%
5EMBRAER S.A.EMBJ1,496,693$85.2M2.65%
6VANGUARD INDEX FDS922908769265,307$80.9M2.52%
7SCHWAB CHARLES CORPSCHW-PJ755,839$69.0M2.15%
8ISHARES TR464287465757,211$67.7M2.11%
9WALMART INCWMT667,285$65.2M2.03%
10GOLDMAN SACHS GROUP INCGSCE87,360$61.8M1.93%
11AMAZON COM INCAMZN272,084$59.7M1.86%
12MCKESSON CORPMCK80,958$59.4M1.85%
13SPDR S&P 500 ETF TRSPY92,609$57.4M1.79%
14RTX CORPORATIONRTX371,017$54.2M1.69%
15BLACKROCK INCBLK50,449$52.9M1.65%
16NVIDIA CORPORATIONNVDA326,766$51.6M1.61%
17SAP SESAPGF169,738$51.6M1.61%
18CISCO SYS INCCSCO706,534$49.0M1.53%
19ISHARES TR464287804414,585$45.3M1.41%
20QUALCOMM INCQCOM279,048$44.4M1.39%
21JOHNSON & JOHNSONJNJ260,197$39.7M1.24%
22ALPHABET INCGOOG224,868$39.6M1.24%
23ALLSTATE CORPALL-PJ193,366$39.1M1.22%
24CHEVRON CORP NEWCVX248,707$35.6M1.11%
25SALESFORCE INCCRM129,397$35.3M1.10%
26SYSCO CORPSYY462,590$35.0M1.09%
27NEWMONT CORPNEMCL579,424$33.8M1.05%
28HOME DEPOT INCHD91,667$33.6M1.05%
29AIR PRODS & CHEMS INCAIIR116,321$32.8M1.02%
30PROCTER AND GAMBLE CO742718109204,835$32.6M1.02%
31FIRSTENERGY CORPFE806,771$32.5M1.01%
32BERKSHIRE HATHAWAY INC DELBRK-A64,714$31.4M0.98%
33DISNEY WALT CO254687106242,975$30.1M0.94%
34FLEX LTDFLEX601,828$30.0M0.94%
35KINDER MORGAN INC DELEP-PC1,005,961$29.6M0.92%
36AUTOZONE INCAZO7,953$29.5M0.92%
37CARRIER GLOBAL CORPORATIONCARR403,170$29.5M0.92%
38VANGUARD INDEX FDS922908553315,178$28.1M0.87%
39SANOFISNYNF568,400$27.5M0.86%
40COSTCO WHSL CORP NEW22160K10526,510$26.2M0.82%
41ASTRAZENECA PLCAZN373,347$26.1M0.81%
42US BANCORP DELUSB-PS545,790$25.0M0.78%
43AMGEN INCAMGN89,218$24.9M0.78%
44META PLATFORMS INCMETA33,395$24.6M0.77%
45VERIZON COMMUNICATIONS INCVZ569,144$24.6M0.77%
46CHUBB LIMITEDCB83,927$24.4M0.76%
47ISHARES INC46434G103406,219$24.4M0.76%
48PAYPAL HLDGS INCPYPL327,364$24.3M0.76%
49GENERAL DYNAMICS CORPGD83,379$24.3M0.76%
50MERCK & CO INCMRK303,925$24.3M0.76%
51BAKER HUGHES COMPANYBKR606,814$23.3M0.73%
52VISA INCV63,499$22.5M0.70%
53EATON CORP PLCETN62,594$22.3M0.70%
54KONINKLIJKE PHILIPS N VRYLPF911,455$21.9M0.68%
55SOUTHERN COSOMN234,052$21.5M0.67%
56NIKE INCNKE276,109$19.7M0.61%
57INTEL CORPINTC870,578$19.5M0.61%
58HONEYWELL INTL INC43851610683,460$19.4M0.61%
59METHANEX CORPMEOH563,609$18.7M0.58%
60KROGER COKR256,290$18.4M0.57%
61CIENA CORPCIEN222,978$18.1M0.57%
62DIAGEO PLCDGEAF176,816$17.8M0.56%
63TE CONNECTIVITY PLCTEL105,021$17.7M0.55%
64ELI LILLY & COLLY20,324$15.8M0.49%
65TIMKEN COTKR213,805$15.5M0.48%
66ISHARES TR46432F842185,444$15.5M0.48%
67ISHARES TR46428720024,803$15.4M0.48%
68BAXTER INTL INC071813109500,823$15.3M0.48%
69SHELL PLCRYDAF214,758$15.1M0.47%
70BLACKSTONE INCBX91,881$13.7M0.43%
71REALTY INCOME CORPO231,068$13.3M0.41%
72MOLINA HEALTHCARE INCMOH43,496$13.0M0.40%
73ACCENTURE PLC IRELANDACN42,811$12.8M0.40%
74QUEST DIAGNOSTICS INCDGX65,252$11.7M0.37%
75EMERSON ELEC COEMR86,437$11.5M0.36%
76BANK AMERICA CORP060505104235,317$11.1M0.35%
77ISHARES TR46436E569226,954$10.8M0.34%
78EXXON MOBIL CORPXOM98,632$10.6M0.33%
79ECOLAB INCECL37,316$10.1M0.31%
80GROCERY OUTLET HLDG CORPGO776,285$9.6M0.30%
81PFIZER INCPFE379,966$9.2M0.29%
82BROADCOM INCAVGO32,667$9.0M0.28%
83VANGUARD TAX-MANAGED FDS921943858147,208$8.4M0.26%
84BECTON DICKINSON & COBDX48,269$8.3M0.26%
85BROOKFIELD RENEWABLE CORPBEPC248,190$8.1M0.25%
86MORGAN STANLEYMS-PQ56,748$8.0M0.25%
87ISHARES TR46428765534,840$7.5M0.23%
88MICROCHIP TECHNOLOGY INC.MCHPP98,024$6.9M0.21%
89VANGUARD INDEX FDS92290836312,047$6.9M0.21%
90SPDR GOLD TRGLD22,442$6.8M0.21%
91STARBUCKS CORPSBUX72,289$6.6M0.21%
92ISHARES TR46428770548,804$6.0M0.19%
93ADOBE INCADBE15,258$5.9M0.18%
94VANGUARD INTL EQUITY INDEX F92204287473,425$5.7M0.18%
95TELEFLEX INCORPORATEDTFX47,953$5.7M0.18%
96WASTE MGMT INC DEL94106L10924,285$5.6M0.17%
97UNION PAC CORPUNP22,957$5.3M0.16%
98BLACKBAUD INCBLKB80,800$5.2M0.16%
99UNILEVER PLCUNLYF79,380$4.9M0.15%
100LAMB WESTON HLDGS INCLW91,375$4.7M0.15%
101ISHARES TR46428760649,962$4.5M0.14%
102HOLOGIC INCHOLX68,145$4.4M0.14%
103ALPHABET INCGOOG24,763$4.4M0.14%
104VANGUARD INTL EQUITY INDEX F92204285888,776$4.4M0.14%
1053M COMMM27,599$4.2M0.13%
106ISHARES TR46428745749,641$4.1M0.13%
107INVESCO QQQ TRIVZ7,369$4.1M0.13%
108FISERV INCFISV23,132$4.0M0.12%
109MARSH & MCLENNAN COS INC57174810217,201$3.8M0.12%
110ISHARES TR46428863869,610$3.7M0.12%
111ISHARES TR46428866130,531$3.6M0.11%
112MEDTRONIC PLCMDT41,215$3.6M0.11%
113VANGUARD BD INDEX FDS92193782745,492$3.6M0.11%
114ISHARES TR46428748125,200$3.5M0.11%
115WEYERHAEUSER CO MTN BEWY135,701$3.5M0.11%
116THERMO FISHER SCIENTIFIC INCTMO8,030$3.3M0.10%
117ISHARES TR46428759815,593$3.0M0.09%
118WARNER BROS DISCOVERY INCWBD259,385$3.0M0.09%
119BERKSHIRE HATHAWAY INC DELBRK-A4$2.9M0.09%
120ABBVIE INCABBV14,565$2.7M0.08%
121CATERPILLAR INCCAT6,956$2.7M0.08%
122ISHARES INC46434G82235,071$2.6M0.08%
123ISHARES TR4642876146,165$2.6M0.08%
124ISHARES TR46428787925,611$2.5M0.08%
125SCHWAB STRATEGIC TR80852430086,971$2.5M0.08%
126INTERNATIONAL BUSINESS MACHSINTR8,530$2.5M0.08%
127ISHARES TR46428864647,176$2.5M0.08%
128UNITEDHEALTH GROUP INCUNH7,968$2.5M0.08%
129VANGUARD SPECIALIZED FUNDS92190884412,090$2.5M0.08%
130IMAX CORPIMAX84,780$2.4M0.07%
131PHILLIPS 66PSX19,758$2.4M0.07%
132AMPHENOL CORP NEW03209510123,001$2.3M0.07%
133VANGUARD INDEX FDS92290874411,963$2.1M0.07%
134COLUMBIA SPORTSWEAR COCOLM34,348$2.1M0.07%
135ISHARES TR46428722620,782$2.1M0.06%
136ISHARES TR46428730918,640$2.1M0.06%
137NEXTRACKER INCNXT36,906$2.0M0.06%
138ISHARES TR46435U66347,336$2.0M0.06%
139SPDR S&P MIDCAP 400 ETF TRMDY3,345$1.9M0.06%
140STRYKER CORPORATIONSYK4,657$1.8M0.06%
141FASTENAL COFAST42,856$1.8M0.06%
142ISHARES TR46428767111,780$1.8M0.06%
143BRUKER CORPBRKRP42,610$1.8M0.05%
144CROWN CASTLE INCCCI16,885$1.7M0.05%
145MCDONALDS CORPMCD5,926$1.7M0.05%
146ISHARES TR46428788712,801$1.7M0.05%
147CVS HEALTH CORPCVS24,368$1.7M0.05%
148VALERO ENERGY CORPVLO11,772$1.6M0.05%
149SELECT SECTOR SPDR TR81369Y8035,589$1.4M0.04%
150TESLA INCTSLA4,404$1.4M0.04%
151ABBOTT LABSABLZF10,271$1.4M0.04%
152PEPSICO INCPEP10,278$1.4M0.04%
153PPG INDS INC69350610711,928$1.4M0.04%
154NEXTERA ENERGY INCNEE-PW18,935$1.3M0.04%
155ISHARES TR46428743214,851$1.3M0.04%
156LINEAGE INCLINE29,477$1.3M0.04%
157ORACLE CORPORCL-PD5,822$1.3M0.04%
158SELECT SECTOR SPDR TR81369Y50614,877$1.3M0.04%
159HP INCHPQ50,339$1.2M0.04%
160PALO ALTO NETWORKS INCPANW6,042$1.2M0.04%
161GITLAB INCGTLB27,397$1.2M0.04%
162CANADIAN PACIFIC KANSAS CITYCP15,213$1.2M0.04%
163ISHARES TR46428815811,117$1.2M0.04%
164PALANTIR TECHNOLOGIES INCPLTR8,562$1.2M0.04%
165WELLS FARGO CO NEW94974610114,447$1.2M0.04%
166NOVARTIS AGNVSEF9,477$1.1M0.04%
167J P MORGAN EXCHANGE TRADED F46654Q20320,494$1.1M0.03%
168VANGUARD SCOTTSDALE FDS92206C68010,000$1.1M0.03%
169ISHARES TR4642882578,300$1.1M0.03%
170TYSON FOODS INCTSN19,010$1.1M0.03%
171GE AEROSPACE3696043014,103$1.1M0.03%
172ISHARES INC46428660817,709$1.1M0.03%
173INVESCO EXCHANGE TRADED FD TIVZ5,785$1.1M0.03%
174ALASKA AIR GROUP INCALK20,144$996,7260.03%
175VANGUARD SCOTTSDALE FDS92206C7303,480$977,3930.03%
176WATERS CORP9418481032,750$959,8600.03%
177ISHARES INC46434G77216,422$942,6230.03%
178SERVICENOW INCNOW914$939,6660.03%
179INTERCONTINENTAL EXCHANGE IN45866F1045,010$919,1850.03%
180AFLAC INCAFL8,695$916,9750.03%
181VENTAS INCVTR14,261$901,3650.03%
182ISHARES TR46428750713,630$845,3330.03%
183BOEING COBA-PA4,029$844,2900.03%
184LAM RESEARCH CORPLRCX8,446$824,0770.03%
185ISHARES TR4642876305,221$823,6650.03%
186VANGUARD INDEX FDS9229085124,826$797,8560.02%
187LOCKHEED MARTIN CORPLMT1,709$791,5070.02%
188VANGUARD INDEX FDS9229087513,296$783,6830.02%
189DUTCH BROS INCBROS11,351$776,0680.02%
190AUTOMATIC DATA PROCESSING INADP2,456$761,2130.02%
191MCCORMICK & CO INCMKC-V10,000$758,2000.02%
192VANGUARD BD INDEX FDS9219378199,735$752,9050.02%
193VANGUARD WORLD FD92204A7021,118$741,5880.02%
194CME GROUP INCCME2,689$741,1430.02%
195VANGUARD WHITEHALL FDS9219464065,546$739,2770.02%
196GILEAD SCIENCES INCGILD6,579$729,4140.02%
197TCW ETF TRUST29287L2057,976$719,1960.02%
198MICRON TECHNOLOGY INCMU5,820$717,3150.02%
199VANGUARD INDEX FDS9229086113,515$688,6620.02%
200ISHARES TR4642871012,172$661,0490.02%
201AT&T INCT-PC22,713$657,3180.02%
202AMERIPRISE FINL INC03076C1061,225$653,8200.02%
203ISHARES TR46435G33416,258$645,7680.02%
204ISHARES TR4642875495,598$628,8800.02%
205VANGUARD INDEX FDS9229086372,183$624,6620.02%
206MASTERCARD INCORPORATEDMA1,079$606,3340.02%
207NORFOLK SOUTHN CORP6558441082,315$592,5710.02%
208PRIMERICA INCPRI2,165$592,4960.02%
209TMC THE METALS COMPANY INCTMCWW88,062$581,2100.02%
210MONDELEZ INTL INC6092071058,253$560,4620.02%
211MAGNA INTL INC55922240114,277$551,2350.02%
212SCHWAB STRATEGIC TR80852480524,646$544,6870.02%
213PNC FINL SVCS GROUP INC6934751052,903$541,1780.02%
214ZOETIS INCZTS3,309$516,0390.02%
215GE VERNOVA INCGEV955$505,3390.02%
216SOLVENTUM CORPSOLV6,656$504,7920.02%
217ISHARES TR4642876635,260$497,7540.02%
218PORTLAND GEN ELEC CO73650884711,912$490,2390.02%
219VANGUARD INDEX FDS9229086291,717$482,3080.02%
220ISHARES TR4642884144,589$479,4590.01%
221PHILIP MORRIS INTL INC7181721092,609$478,7200.01%
222ISHARES TR4642882736,584$478,5260.01%
223DIMENSIONAL ETF TRUST25434V4017,049$472,4240.01%
224BOOKING HOLDINGS INCBKNG80$463,1400.01%
225TARGET CORPTGT4,661$459,8080.01%
226TAIWAN SEMICONDUCTOR MFG LTD8740391001,943$441,5870.01%
227TJX COS INC NEW8725401093,556$439,1310.01%
228ISHARES INC4642866658,554$422,3110.01%
229COMCAST CORP NEWCCZ11,604$414,1470.01%
230CSX CORPCSX12,658$413,0310.01%
231ISHARES TR46432F3392,257$412,6250.01%
232NETFLIX INCNFLX301$403,0790.01%
233VANGUARD SCOTTSDALE FDS92206C4095,016$398,7720.01%
234CITIGROUP INCC-PR4,575$389,4240.01%
235VANGUARD STAR FDS9219097685,558$384,0300.01%
236COCA COLA COKO5,229$372,6190.01%
237GENERAL MLS INC3703341047,038$364,6390.01%
238PUBLIC SVC ENTERPRISE GRP IN7445731064,282$360,4590.01%
239PACKAGING CORP AMER6951561091,863$353,4600.01%
240BRISTOL-MYERS SQUIBB COCELG-RI7,212$333,8440.01%
241ISHARES TR4642874732,505$331,0310.01%
242INTUITIVE SURGICAL INCISRG591$321,1560.01%
243BOSTON SCIENTIFIC CORPBSX2,921$313,7450.01%
244PARKER-HANNIFIN CORPPH438$305,9300.01%
245PACCAR INCPCAR3,199$304,0970.01%
246TEXAS INSTRS INC8825081041,447$300,4270.01%
247AMERICAN ELEC PWR CO INC0255371012,883$299,1410.01%
248AIRBNB INCABNB2,240$296,4420.01%
249DOORDASH INCDASH1,200$295,8120.01%
250ISHARES TR46432F3882,572$291,1770.01%
251PROLOGIS INC.PLDGP2,728$286,7680.01%
252PROGRESSIVE CORP7433151031,070$285,5410.01%
253ISHARES TR4642878614,500$284,6250.01%
254PAYCHEX INCPAYX1,911$277,9750.01%
255SHERWIN WILLIAMS COSHW798$274,0020.01%
256SPDR SERIES TRUST78464A7632,009$272,6820.01%
257ANALOG DEVICES INCADI1,141$271,5810.01%
258ISHARES TR46435G4098,255$271,5070.01%
259VANGUARD ADMIRAL FDS INC9219327031,413$266,6480.01%
260ISHARES TR4642875231,110$264,9570.01%
261AMERICAN EXPRESS COAXP815$259,9690.01%
262INTERNATIONAL PAPER CO4601461035,487$256,9570.01%
263GLOBAL X FDS37954Y8893,355$254,0910.01%
264ALTRIA GROUP INCMO4,118$245,6120.01%
265KEYSIGHT TECHNOLOGIES INCKEYS1,470$240,8750.01%
266CAPITAL ONE FINL CORP14040H1051,090$231,8240.01%
267CORNING INCGLW4,391$230,9230.01%
268HESS CORPHESM1,666$230,8080.01%
269STATE STR CORPSTT-PG2,095$222,7830.01%
270AUTODESK INCADSK697$215,7710.01%
271SCHWAB STRATEGIC TR8085241028,840$210,6640.01%
272SCHWAB STRATEGIC TR8085246078,325$210,6270.01%
273DANAHER CORPORATION2358511021,058$209,3360.01%
274ILLINOIS TOOL WKS INC452308109826$205,5450.01%
275MONSTER BEVERAGE CORP NEWMNST3,261$204,2700.01%
276BLACKROCK ENHANCED EQUITY DIBLK18,811$167,2300.01%
277FORD MTR CO34537086012,383$134,3560.00%
278TRINITY BIOTECH PLCTRIB18,000$11,7000.00%