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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 Q4 2025 · Filed February 13, 2026 · Accession 0001941040-26-000148

Total Value
$3.50B
Positions
301
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (301)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT349,274$168.9M4.83%
2APPLE INCAAPL617,560$167.9M4.80%
3VANGUARD INDEX FDS922908736257,227$125.5M3.59%
4JPMORGAN CHASE & CO.VYLD356,613$114.9M3.29%
5VANGUARD INDEX FDS922908769269,838$90.5M2.59%
6EMBRAER S.A.EMBJ1,337,065$86.2M2.47%
7ISHARES TR464287465821,593$78.9M2.26%
8GOLDMAN SACHS GROUP INCGSCE83,712$73.6M2.11%
9SCHWAB CHARLES CORPSCHW-PJ735,545$73.5M2.10%
10ALPHABET INCGOOG233,322$73.0M2.09%
11WALMART INCWMT625,721$69.7M1.99%
12RTX CORPORATIONRTX368,345$67.6M1.93%
13MCKESSON CORPMCK78,577$64.5M1.85%
14AMAZON COM INCAMZN272,853$63.0M1.80%
15NVIDIA CORPORATIONNVDA327,584$61.1M1.75%
16SPDR S&P 500 ETF TRSPY82,756$56.6M1.62%
17NEWMONT CORPNEMCL559,014$55.8M1.60%
18JOHNSON & JOHNSONJNJ258,064$53.4M1.53%
19BLACKROCK INCBLK48,920$52.4M1.50%
20CISCO SYS INCCSCO666,977$51.4M1.47%
21ISHARES TR464287804425,399$51.1M1.46%
22CIENA CORPCIEN200,424$46.9M1.34%
23QUALCOMM INCQCOM273,521$46.8M1.34%
24SAP SESAPGF172,045$41.8M1.20%
25ALLSTATE CORPALL-PJ188,264$39.4M1.13%
26CHEVRON CORP NEWCVX251,733$38.4M1.10%
27FIRSTENERGY CORPFE808,769$36.2M1.04%
28FLEX LTDFLEX576,083$34.8M1.00%
29SALESFORCE INCCRM129,104$34.3M0.98%
30ASTRAZENECA PLCAZN362,382$33.3M0.95%
31SYSCO CORPSYY449,206$33.1M0.95%
32BERKSHIRE HATHAWAY INC DELBRK-A65,181$32.8M0.94%
33MERCK & CO INCMRK285,455$30.3M0.87%
34HOME DEPOT INCHD85,685$29.5M0.84%
35PROCTER AND GAMBLE CO742718109200,505$28.7M0.82%
36AIR PRODS & CHEMS INCAIIR115,832$28.6M0.82%
37AMGEN INCAMGN87,109$28.5M0.82%
38US BANCORP DELUSB-PS528,612$28.5M0.81%
39BAKER HUGHES COMPANYBKR616,496$28.1M0.80%
40GENERAL DYNAMICS CORPGD83,364$28.1M0.80%
41KINDER MORGAN INC DELEP-PC1,017,783$28.0M0.80%
42DISNEY WALT CO254687106240,296$27.5M0.79%
43ISHARES INC46434G103408,505$27.5M0.79%
44CHUBB LIMITEDCB85,652$26.8M0.77%
45VANGUARD INDEX FDS922908553297,141$26.3M0.75%
46AUTOZONE INCAZO7,698$26.1M0.75%
47INTEL CORPINTC688,659$25.4M0.73%
48KONINKLIJKE PHILIPS N VRYLPF915,066$24.8M0.71%
49ELI LILLY & COLLY22,776$24.5M0.70%
50SANOFI SASNYNF503,256$24.4M0.70%
51META PLATFORMS INCMETA35,785$23.6M0.68%
52CARRIER GLOBAL CORPORATIONCARR434,706$23.0M0.66%
53TE CONNECTIVITY PLCTEL100,524$22.9M0.65%
54VERIZON COMMUNICATIONS INCVZ557,858$22.7M0.65%
55COSTCO WHSL CORP NEW22160K10526,084$22.5M0.64%
56VISA INCV63,377$22.2M0.64%
57SOUTHERN COSOMN243,626$21.2M0.61%
58ISHARES TR46432F842226,216$20.2M0.58%
59METHANEX CORPMEOH505,819$20.1M0.57%
60EATON CORP PLCETN62,431$19.9M0.57%
61ISHARES TR46428720028,294$19.4M0.55%
62PAYPAL HLDGS INCPYPL328,851$19.2M0.55%
63BRUKER CORPBRKRP403,995$19.1M0.55%
64TIMKEN COTKR197,005$16.6M0.47%
65KROGER COKR256,186$16.0M0.46%
66HONEYWELL INTL INC43851610678,869$15.4M0.44%
67NIKE INCNKE237,981$15.3M0.44%
68SHELL PLCRYDAF203,281$14.9M0.43%
69BLACKSTONE INCBX90,319$13.9M0.40%
70ACCENTURE PLC IRELANDACN50,363$13.5M0.39%
71PFIZER INCPFE519,891$12.9M0.37%
72EMERSON ELEC COEMR95,670$12.7M0.36%
73BANK AMERICA CORP060505104227,281$12.5M0.36%
74ISHARES TR46436E569230,899$12.2M0.35%
75VANGUARD INDEX FDS92290836319,151$12.0M0.34%
76BROADCOM INCAVGO34,054$11.8M0.34%
77BROOKFIELD RENEWABLE CORPBEPC289,948$11.1M0.32%
78QUEST DIAGNOSTICS INCDGX62,166$10.8M0.31%
79VANGUARD TAX-MANAGED FDS921943858165,470$10.3M0.30%
80EXXON MOBIL CORPXOM83,901$10.1M0.29%
81GROCERY OUTLET HLDG CORPGO982,882$9.9M0.28%
82MORGAN STANLEYMS-PQ55,862$9.9M0.28%
83REALTY INCOME CORPO171,503$9.7M0.28%
84ISHARES TR46428765538,829$9.6M0.27%
85ECOLAB INCECL35,626$9.4M0.27%
86BECTON DICKINSON & COBDX48,190$9.4M0.27%
87SPDR GOLD TRGLD22,287$8.8M0.25%
88ALPHABET INCGOOG25,318$7.9M0.23%
89BAXTER INTL INC071813109347,788$6.6M0.19%
90WARNER BROS DISCOVERY INCWBD225,789$6.5M0.19%
91ISHARES TR46428770548,804$6.4M0.18%
92VANGUARD INTL EQUITY INDEX F92204287472,987$6.1M0.17%
93MOLINA HEALTHCARE INCMOH34,415$6.0M0.17%
94STARBUCKS CORPSBUX64,957$5.5M0.16%
95WASTE MGMT INC DEL94106L10924,352$5.4M0.15%
96TELEFLEX INCORPORATEDTFX43,358$5.3M0.15%
97VANGUARD INTL EQUITY INDEX F92204285897,327$5.2M0.15%
98ADOBE INCADBE14,872$5.2M0.15%
99UNION PAC CORPUNP22,467$5.2M0.15%
100ISHARES TR46428745762,710$5.2M0.15%
101DIAGEO PLCDGEAF59,428$5.1M0.15%
102ISHARES TR46428760649,947$4.8M0.14%
103THERMO FISHER SCIENTIFIC INCTMO8,048$4.7M0.13%
104ISHARES TR46428863885,981$4.6M0.13%
105ISHARES TR46428866138,635$4.6M0.13%
106VANGUARD BD INDEX FDS92193782757,688$4.5M0.13%
107INVESCO QQQ TRIVZ7,368$4.5M0.13%
108BLACKBAUD INCBLKB71,208$4.5M0.13%
109UNILEVER PLCUNLYF68,644$4.5M0.13%
1103M COMMM27,132$4.3M0.12%
111HOLOGIC INCHOLX55,812$4.2M0.12%
112CATERPILLAR INCCAT6,862$3.9M0.11%
113MEDTRONIC PLCMDT38,485$3.7M0.11%
114ISHARES TR46428748125,201$3.5M0.10%
115ABBVIE INCABBV14,798$3.4M0.10%
116MARSH & MCLENNAN COS INC57174810217,111$3.2M0.09%
117LAMB WESTON HLDGS INCLW75,375$3.2M0.09%
118CROWN CASTLE INCCCI35,188$3.1M0.09%
119NEXTPOWER INCNXT35,222$3.1M0.09%
120ISHARES TR46428864657,642$3.0M0.09%
121BERKSHIRE HATHAWAY INC DELBRK-A4$3.0M0.09%
122INTERNATIONAL BUSINESS MACHSINTR10,035$3.0M0.09%
123AMPHENOL CORP NEW03209510121,712$2.9M0.08%
124ISHARES TR46428759813,954$2.9M0.08%
125ISHARES TR4642876146,173$2.9M0.08%
126ISHARES TR46428787925,611$2.9M0.08%
127ISHARES INC46434G82235,071$2.8M0.08%
128SCHWAB STRATEGIC TR80852430084,206$2.7M0.08%
129IMAX CORPIMAX74,265$2.7M0.08%
130WEYERHAEUSER CO MTN BEWY114,584$2.7M0.08%
131VANGUARD SPECIALIZED FUNDS92190884412,250$2.7M0.08%
132UNITEDHEALTH GROUP INCUNH7,576$2.5M0.07%
133PHILLIPS 66PSX19,355$2.5M0.07%
134SPDR S&P MIDCAP 400 ETF TRMDY4,045$2.4M0.07%
135LINEAGE INCLINE63,374$2.3M0.06%
136TESLA INCTSLA4,986$2.2M0.06%
137VANGUARD INDEX FDS92290874411,713$2.2M0.06%
138ISHARES TR46435U66347,481$2.2M0.06%
139VALERO ENERGY CORPVLO11,965$1.9M0.06%
140ISHARES TR46428730915,311$1.9M0.05%
141COLUMBIA SPORTSWEAR COCOLM33,928$1.9M0.05%
142ISHARES TR46428788712,801$1.8M0.05%
143MCDONALDS CORPMCD5,873$1.8M0.05%
144ISHARES TR46428767110,446$1.8M0.05%
145ISHARES TR46428722617,277$1.7M0.05%
146STRYKER CORPORATIONSYK4,710$1.7M0.05%
147FASTENAL COFAST40,808$1.6M0.05%
148MICRON TECHNOLOGY INCMU5,719$1.6M0.05%
149CVS HEALTH CORPCVS20,079$1.6M0.05%
150NEXTERA ENERGY INCNEE-PW19,762$1.6M0.05%
151MICROCHIP TECHNOLOGY INC.MCHPP24,648$1.6M0.04%
152SPDR INDEX SHS FDS78463X88935,138$1.6M0.04%
153SELECT SECTOR SPDR TR81369Y80310,678$1.5M0.04%
154FISERV INCFISV22,866$1.5M0.04%
155LAM RESEARCH CORPLRCX8,458$1.5M0.04%
156PEPSICO INCPEP9,920$1.4M0.04%
157WELLS FARGO CO NEW94974610114,771$1.4M0.04%
158PALANTIR TECHNOLOGIES INCPLTR7,673$1.4M0.04%
159ORACLE CORPORCL-PD6,947$1.4M0.04%
160SELECT SECTOR SPDR TR81369Y50629,741$1.3M0.04%
161NOVARTIS AGNVSEF9,441$1.3M0.04%
162ISHARES TR46428743214,830$1.3M0.04%
163VANGUARD INDEX FDS9229087515,008$1.3M0.04%
164PROFESIONALLY MANAGED PORTFO74316P57919,479$1.3M0.04%
165ABBOTT LABSABLZF10,041$1.3M0.04%
166GE AEROSPACE3696043013,964$1.2M0.03%
167VANGUARD SCOTTSDALE FDS92206C68010,000$1.2M0.03%
168ALASKA AIR GROUP INCALK23,373$1.2M0.03%
169ISHARES TR4642882578,300$1.2M0.03%
170ISHARES TR46428749912,144$1.2M0.03%
171PPG INDS INC69350610711,123$1.1M0.03%
172ISHARES INC46428660817,709$1.1M0.03%
173CANADIAN PACIFIC KANSAS CITYCP15,270$1.1M0.03%
174TYSON FOODS INCTSN19,024$1.1M0.03%
175PALO ALTO NETWORKS INCPANW6,007$1.1M0.03%
176HP INCHPQ47,713$1.1M0.03%
177VANGUARD SCOTTSDALE FDS92206C7303,480$1.1M0.03%
178INVESCO EXCHANGE TRADED FD TIVZ5,609$1.1M0.03%
179ISHARES TR46428815810,030$1.1M0.03%
180WATERS CORP9418481032,752$1.0M0.03%
181ISHARES INC46434G77216,422$1.0M0.03%
182VENTAS INCVTR13,321$1.0M0.03%
183GITLAB INCGTLB27,397$1.0M0.03%
184ISHARES BITCOIN TRUST ETFIBIT20,590$1.0M0.03%
185VANGUARD INDEX FDS9229086293,456$1.0M0.03%
186AFLAC INCAFL9,066$999,7080.03%
187BOEING COBA-PA4,477$972,1430.03%
188SOLSTICE ADVANCED MATLS INC83443Q10319,371$941,0440.03%
189DUTCH BROS INCBROS15,351$939,7890.03%
190ISHARES TR4642876305,026$910,7620.03%
191ISHARES TR46428750713,666$901,9560.03%
192VANGUARD INDEX FDS9229086114,230$895,8720.03%
193LOCKHEED MARTIN CORPLMT1,831$885,6000.03%
194VANGUARD BD INDEX FDS92193781911,333$882,6150.03%
195J P MORGAN EXCHANGE TRADED F46654Q20314,314$840,1580.02%
196VANGUARD WORLD FD92204A7021,104$832,2190.02%
197VANGUARD INDEX FDS9229085124,676$829,3830.02%
198ISHARES TR46435G4255,489$817,7520.02%
199CME GROUP INCCME2,830$772,8170.02%
200TCW ETF TRUST29287L2057,976$766,9380.02%
201GILEAD SCIENCES INCGILD6,224$763,9340.02%
202SERVICENOW INCNOW4,720$723,0570.02%
203ISHARES TR4642875495,598$723,0380.02%
204AUTOMATIC DATA PROCESSING INADP2,776$718,7900.02%
205INTERCONTINENTAL EXCHANGE IN45866F1044,414$714,8920.02%
206NORFOLK SOUTHN CORP6558441082,472$713,7160.02%
207VANGUARD INDEX FDS9229086372,223$699,8010.02%
208TRANE TECHNOLOGIES PLCTT1,775$690,8300.02%
209ISHARES TR46435G33415,683$689,7390.02%
210MCCORMICK & CO INCMKC-V10,010$686,5860.02%
211MASTERCARD INCORPORATEDMA1,159$661,6500.02%
212TAIWAN SEMICONDUCTOR MFG LTD8740391002,158$657,5120.02%
213PNC FINL SVCS GROUP INC6934751053,112$649,5680.02%
214GE VERNOVA INCGEV957$625,4670.02%
215ISHARES TR4642871011,765$605,3430.02%
216SCHWAB STRATEGIC TR80852480524,646$592,5010.02%
217VANGUARD WHITEHALL FDS9219464064,045$580,4730.02%
218AT&T INCT-PC23,203$576,3710.02%
219ISHARES TR46429B6975,981$563,1710.02%
220TJX COS INC NEW8725401093,661$562,3670.02%
221AMERIPRISE FINL INC03076C1061,096$537,4130.02%
222MAGNA INTL INC5592224019,869$526,0180.02%
223CITIGROUP INCC-PR4,503$525,4560.02%
224DIMENSIONAL ETF TRUST25434V4017,049$522,8250.01%
225ISHARES TR4642876221,392$519,8290.01%
226ISHARES TR4642876635,013$514,0340.01%
227ISHARES TR4642882736,584$510,4580.01%
228SOLVENTUM CORPSOLV6,413$508,1670.01%
229PHILIP MORRIS INTL INC7181721093,118$504,7290.01%
230PORTLAND GEN ELEC CO73650884710,179$493,8350.01%
231TMC THE METALS COMPANY INCTMCWW79,862$492,7490.01%
232CSX CORPCSX12,715$460,9190.01%
233MONDELEZ INTL INC6092071058,283$450,0160.01%
234XPENG INCXPNGF22,000$446,1600.01%
235ISHARES INC4642866658,554$431,7210.01%
236BRISTOL-MYERS SQUIBB COCELG-RI7,994$431,1970.01%
237BOOKING HOLDINGS INCBKNG80$428,4270.01%
238VANGUARD STAR FDS9219097685,558$419,3260.01%
239ISHARES TR4642883726,788$416,5000.01%
240CORNING INCGLW4,755$416,3480.01%
241PRIMERICA INCPRI1,591$411,0510.01%
242ISHARES TR46429B6633,336$405,6910.01%
243ISHARES TR4642884143,776$404,4480.01%
244ZOETIS INCZTS3,174$399,3530.01%
245ISHARES TR4642888775,585$398,8250.01%
246PACKAGING CORP AMER6951561091,866$387,2110.01%
247COMCAST CORP NEWCCZ12,649$378,0790.01%
248FIDELITY WISE ORIGIN BITCOINFBTC4,780$364,3800.01%
249PACCAR INCPCAR3,219$357,0200.01%
250DOORDASH INCDASH1,532$346,9680.01%
251PUBLIC SVC ENTERPRISE GRP IN7445731064,299$345,2100.01%
252VANGUARD ADMIRAL FDS INC9219327031,676$343,3290.01%
253PARKER-HANNIFIN CORPPH388$341,0370.01%
254AMERICAN ELEC PWR CO INC0255371012,949$340,0500.01%
255INTUITIVE SURGICAL INCISRG597$338,1170.01%
256ISHARES TR4642874732,394$337,6390.01%
257BOSTON SCIENTIFIC CORPBSX3,524$336,0140.01%
258ISHARES TR4642875231,110$334,2770.01%
259COCA COLA COKO4,757$332,5620.01%
260NETFLIX INCNFLX3,540$331,9110.01%
261TARGET CORPTGT3,386$330,9820.01%
262ANALOG DEVICES INCADI1,203$326,2540.01%
263GENERAL MLS INC3703341046,920$321,7800.01%
264PROLOGIS INC.PLDGP2,486$317,3630.01%
265TRAVELERS COMPANIES INCTRV1,087$315,2960.01%
266ISHARES TR4642878614,500$308,7000.01%
267AIRBNB INCABNB2,244$304,5560.01%
268MONSTER BEVERAGE CORP NEWMNST3,963$303,8440.01%
269AMERICAN EXPRESS COAXP819$302,9900.01%
270KEYSIGHT TECHNOLOGIES INCKEYS1,476$299,9090.01%
271INGERSOLL RAND INCIR3,629$287,4900.01%
272CAPITAL ONE FINL CORP14040H1051,155$279,9010.01%
273SPDR SERIES TRUST78464A7632,009$279,5730.01%
274GLOBAL X FDS37954Y8893,355$277,2240.01%
275STATE STR CORPSTT-PG2,114$272,7280.01%
276ALTRIA GROUP INCMO4,482$263,0720.01%
277OTIS WORLDWIDE CORPOTIS3,002$262,2070.01%
278ISHARES TR46436E7182,611$262,0930.01%
279SHERWIN WILLIAMS COSHW800$259,2240.01%
280ISHARES TR46432F3391,305$259,2000.01%
281FEDEX CORPFDX883$255,8850.01%
282ROYAL BK CDA7800871021,500$255,7350.01%
283ADVANCED MICRO DEVICES INCAMD1,186$253,9940.01%
284LOWES COS INC5486611071,039$250,5660.01%
285MAGNUM ICE CREAM CO NVMICC15,436$244,6610.01%
286ILLINOIS TOOL WKS INC452308109945$234,2040.01%
287PROGRESSIVE CORP7433151031,026$233,6410.01%
288ISHARES INC4642865333,628$232,3380.01%
289PAYCHEX INCPAYX2,068$231,9890.01%
290APPLIED MATLS INC038222105891$229,0030.01%
291SCHWAB STRATEGIC TR8085241028,340$218,7660.01%
292BROOKFIELD WEALTH SOL LTDBNT4,725$217,1140.01%
293INTERNATIONAL PAPER CO4601461035,499$216,6060.01%
294SCHWAB STRATEGIC TR8085246077,485$213,1780.01%
295CONOCOPHILLIPSCOP2,184$204,4450.01%
296BLACKROCK ENHANCED EQUITY DIBLK18,811$178,3290.01%
297CORNERSTONE TOTAL RETURN FD21924U30021,975$176,0200.01%
298FORD MTR CO34537086012,599$165,2990.00%
299CORNERSTONE STRATEGIC INVESTCLM19,471$162,7780.00%
300TRINITY BIOTECH PLCTRIB18,000$14,2380.00%
301REVIVA PHARMACEUTCLS HLDGS I76152G10032,580$9,0900.00%