Badgley Phelps Wealth Managers, LLC
Net buyer this quarter
$5.71B
230
+$8.98M
26.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $272M | 4.76% | 0.01% | +0.1% | Q3 2021 |
 AAPL | $249M | 4.37% | 0.01% | +0.7% | Q3 2021 |
 MSFT | $241M | 4.23% | 0.01% | +0.6% | Q3 2021 |
 AMZN | $154M | 2.69% | 0.01% | +0.5% | Q3 2021 |
 GOOG | $116M | 2.03% | Not reported | +2.8% | Q3 2021 |
| GOOGL | $111M | 1.95% | 0.00% | -2.4% | Q3 2021 |
 LLY | $111M | 1.95% | 0.01% | -0.8% | Q3 2021 |
 JPM | $89.9M | 1.57% | 0.01% | -0.4% | Q3 2021 |
 LRCX | $89.2M | 1.56% | 0.02% | -7.1% | Q3 2021 |
 COST | $84.8M | 1.48% | 0.02% | +2.4% | Q3 2021 |
 AVGO | $78M | 1.37% | 0.00% | +1.4% | Q3 2021 |
 BRK.B | $76.5M | 1.34% | Not reported | -0.5% | Q3 2021 |
 V | $69.6M | 1.22% | 0.01% | +1.1% | Q3 2021 |
 META | $68.6M | 1.20% | Not reported | -0.1% | Q3 2021 |
 CAT | $67.6M | 1.18% | 0.01% | +4.7% | Q3 2021 |
 PANW | $64.1M | 1.12% | 0.02% | +7.6% | Q3 2021 |
 AMAT | $59.8M | 1.05% | 0.01% | -0.1% | Q3 2021 |
 MS | $59.3M | 1.04% | 0.02% | -2.1% | Q3 2021 |
 CSCO | $54.3M | 0.95% | 0.01% | -1.5% | Q3 2021 |
 COLM | $47.5M | 0.83% | 1.50% | Not reported | Q4 2023 |
 WMT | $43.8M | 0.77% | 0.00% | -1.5% | Q3 2021 |
 LIN | $40.6M | 0.71% | 0.02% | -4.2% | Q3 2021 |
 VLO | $40.5M | 0.71% | 0.05% | -4.2% | Q3 2021 |
 JNJ | $40.1M | 0.70% | 0.01% | -1.8% | Q3 2021 |
 BAC | $39.4M | 0.69% | 0.01% | +0.9% | Q3 2021 |
 MRVL | $38.3M | 0.67% | 0.01% | +0.7% | Q1 2023 |
 PH | $35.2M | 0.62% | 0.03% | +1.9% | Q2 2023 |
 MU | $34.2M | 0.60% | 0.00% | +50.2% | Q3 2021 |
 TSLA | $32.2M | 0.56% | 0.00% | +6.8% | Q3 2021 |
 PWR | $31.7M | 0.55% | 0.03% | +0.2% | Q4 2025 |
 PG | $30.8M | 0.54% | 0.01% | +1.3% | Q3 2021 |
 HD | $30.7M | 0.54% | 0.01% | -3.8% | Q3 2021 |
 BKNG | $29.9M | 0.52% | 0.02% | -13.4% | Q3 2021 |
 IWS | $29.8M | 0.52% | Not reported | +1.5% | Q3 2021 |
 NI | $29.6M | 0.52% | 0.13% | -0.5% | Q2 2022 |
 VRT | $29.4M | 0.52% | 0.02% | +7.5% | Q2 2024 |
 PLD | $28.8M | 0.50% | 0.02% | +0.1% | Q3 2021 |
 UNP | $27.7M | 0.49% | 0.02% | +0.3% | Q3 2021 |
 KO | $27.3M | 0.48% | 0.01% | -0.1% | Q3 2021 |
 CB | $26M | 0.46% | 0.02% | +1.1% | Q1 2023 |
 GE | $25.2M | 0.44% | 0.01% | +1.3% | Q2 2024 |
 MCK | $23.5M | 0.41% | 0.03% | +0.8% | Q4 2023 |
 URI | $22.7M | 0.40% | 0.03% | +1.5% | Q4 2023 |
 NOW | $22.7M | 0.40% | 0.02% | +2.2% | Q3 2021 |
 DHR | $22.1M | 0.39% | 0.02% | -3.3% | Q3 2021 |
 CVX | $21.4M | 0.38% | 0.01% | -1.0% | Q3 2021 |
 TMO | $21.3M | 0.37% | 0.01% | -4.8% | Q3 2021 |
 EOG | $20.9M | 0.37% | 0.03% | -0.2% | Q3 2021 |
 NEE | $20.5M | 0.36% | 0.01% | +0.9% | Q3 2021 |
 DJP | $20M | 0.35% | Not reported | +2.0% | Q3 2021 |
| Q1 2026 | |||||
| MSFT | $238M | 4.74% | 0.01% | -6.2% | Q3 2021 |
| NVDA | $237M | 4.71% | 0.01% | -2.4% | Q3 2021 |
| AAPL | $217M | 4.32% | 0.01% | -12.7% | Q3 2021 |
| AMZN | $134M | 2.66% | 0.01% | -4.2% | Q3 2021 |
| GOOGL | $91.7M | 1.83% | 0.00% | -12.2% | Q3 2021 |
| GOOG | $91.3M | 1.82% | Not reported | -3.1% | Q3 2021 |
| COST | $88.1M | 1.75% | 0.02% | -2.9% | Q3 2021 |
| LLY | $85.9M | 1.71% | 0.01% | -9.8% | Q3 2021 |
| JPM | $81.1M | 1.62% | 0.01% | -14.2% | Q3 2021 |
| BRK.B | $73.7M | 1.47% | Not reported | +2.9% | Q3 2021 |
| META | $69.8M | 1.39% | Not reported | -7.2% | Q3 2021 |
| AVGO | $63M | 1.25% | 0.00% | +8.9% | Q3 2021 |
| V | $60.6M | 1.21% | 0.01% | -1.2% | Q3 2021 |
| WMT | $48.9M | 0.97% | 0.00% | -4.1% | Q3 2021 |
| MS | $47.7M | 0.95% | 0.02% | -2.1% | Q3 2021 |
| LRCX | $47.4M | 0.94% | 0.02% | -27.3% | Q3 2021 |
| CAT | $42.9M | 0.85% | 0.01% | -15.4% | Q3 2021 |
| COLM | $42.1M | 0.84% | 1.50% | Not reported | Q4 2023 |
| LIN | $40.5M | 0.81% | 0.02% | -14.8% | Q3 2021 |
| VLO | $40.1M | 0.80% | 0.05% | +4.8% | Q3 2021 |
| JNJ | $39.3M | 0.78% | 0.01% | -14.7% | Q3 2021 |
| CSCO | $36.4M | 0.72% | 0.01% | -1.8% | Q3 2021 |
| BAC | $33.4M | 0.66% | 0.01% | -3.1% | Q3 2021 |
| BKNG | $32.7M | 0.65% | 0.02% | -13.3% | Q3 2021 |
| PH | $31.6M | 0.63% | 0.03% | -1.3% | Q2 2023 |
| PG | $30M | 0.60% | 0.01% | +1.1% | Q3 2021 |
| HD | $29.7M | 0.59% | 0.01% | -14.4% | Q3 2021 |
| NI | $29.2M | 0.58% | 0.13% | +5.6% | Q2 2022 |
| AMAT | $28.3M | 0.56% | 0.01% | -0.5% | Q3 2021 |
| PLD | $28M | 0.56% | 0.02% | -0.9% | Q3 2021 |
| PANW | $28M | 0.56% | 0.02% | +1.3% | Q3 2021 |
| CVX | $27M | 0.54% | 0.01% | -0.4% | Q3 2021 |
| MCK | $26.7M | 0.53% | 0.03% | -0.6% | Q4 2023 |
| TSLA | $26.7M | 0.53% | 0.00% | +7.1% | Q3 2021 |
| IWS | $26M | 0.52% | Not reported | +3.8% | Q3 2021 |
| KO | $25.6M | 0.51% | 0.01% | +0.7% | Q3 2021 |
| UNP | $24.7M | 0.49% | 0.02% | +1.5% | Q3 2021 |
| CB | $24.6M | 0.49% | 0.02% | -1.2% | Q1 2023 |
| PWR | $24.1M | 0.48% | 0.03% | 0.0% | Q4 2025 |
| EOG | $23.4M | 0.47% | 0.03% | -0.5% | Q3 2021 |
| NOW | $23.4M | 0.47% | 0.02% | -0.3% | Q3 2021 |
| DHR | $22.8M | 0.45% | 0.02% | -14.4% | Q3 2021 |
| TMO | $21.9M | 0.44% | 0.01% | -15.0% | Q3 2021 |
| DJP | $21.6M | 0.43% | Not reported | +1.0% | Q3 2021 |
| NEE | $21.5M | 0.43% | 0.01% | +1.2% | Q3 2021 |
 HON | $20.8M | 0.41% | 0.01% | -0.4% | Q3 2021 |
 SYK | $20.6M | 0.41% | 0.02% | -21.1% | Q3 2021 |
| VRT | $20.5M | 0.41% | 0.02% | +6.0% | Q2 2024 |
 XOM | $20.4M | 0.41% | 0.00% | +4.2% | Q3 2021 |
 MDT | $20M | 0.40% | 0.02% | +1.0% | Q3 2021 |
| Q4 2025 | |||||
| MSFT | $332M | 6.08% | 0.01% | +12.7% | Q3 2021 |
| AAPL | $266M | 4.88% | 0.01% | +23.7% | Q3 2021 |
| NVDA | $259M | 4.75% | 0.01% | +9.0% | Q3 2021 |
| AMZN | $155M | 2.84% | 0.01% | +11.0% | Q3 2021 |
| GOOGL | $114M | 2.08% | 0.00% | +27.1% | Q3 2021 |
| LLY | $111M | 2.04% | 0.01% | +23.2% | Q3 2021 |
| JPM | $104M | 1.90% | 0.01% | +8.7% | Q3 2021 |
| GOOG | $103M | 1.89% | Not reported | +8.1% | Q3 2021 |
| META | $86.8M | 1.59% | Not reported | +18.8% | Q3 2021 |
| COST | $78.5M | 1.44% | 0.02% | +2.2% | Q3 2021 |
| BRK.B | $75.1M | 1.38% | Not reported | +5.3% | Q3 2021 |
| V | $71.2M | 1.30% | 0.01% | +1.4% | Q3 2021 |
| AVGO | $64.7M | 1.18% | 0.00% | +5.7% | Q3 2021 |
| MS | $52.5M | 0.96% | 0.02% | +2.1% | Q3 2021 |
| LRCX | $52.2M | 0.96% | 0.02% | +46.5% | Q3 2021 |
| BKNG | $47.9M | 0.88% | 0.03% | +37.6% | Q3 2021 |
| WMT | $45.6M | 0.84% | 0.01% | +1.9% | Q3 2021 |
| COLM | $42.4M | 0.78% | 1.44% | Not reported | Q4 2023 |
| CAT | $41M | 0.75% | 0.02% | +3.9% | Q3 2021 |
| LIN | $40.9M | 0.75% | 0.02% | +40.6% | Q3 2021 |
| JNJ | $39M | 0.71% | 0.01% | +50.6% | Q3 2021 |
| BAC | $38.9M | 0.71% | 0.01% | +2.3% | Q3 2021 |
| CSCO | $36.8M | 0.67% | 0.01% | +1.8% | Q3 2021 |
| HD | $36.3M | 0.67% | 0.01% | +40.8% | Q3 2021 |
| NOW | $34.3M | 0.63% | 0.02% | -10.1% | Q3 2021 |
| DHR | $32.1M | 0.59% | 0.02% | +44.0% | Q3 2021 |
| PANW | $31.7M | 0.58% | 0.02% | +1.9% | Q3 2021 |
| PH | $31.5M | 0.58% | 0.03% | +3.9% | Q2 2023 |
| TMO | $30.3M | 0.56% | 0.01% | +41.7% | Q3 2021 |
| TSLA | $30.2M | 0.55% | 0.00% | +14.0% | Q3 2021 |
 CRM | $30M | 0.55% | 0.01% | -2.4% | Q3 2021 |
| PG | $29.4M | 0.54% | 0.01% | -3.0% | Q3 2021 |
| SYK | $27.9M | 0.51% | 0.02% | +75.4% | Q3 2021 |
| PLD | $27.3M | 0.50% | 0.02% | +1.4% | Q3 2021 |
| MCK | $25.5M | 0.47% | 0.03% | +3.3% | Q4 2023 |
| VLO | $25.2M | 0.46% | 0.05% | +4.3% | Q3 2021 |
 ORCL | $25.1M | 0.46% | 0.00% | +0.4% | Q3 2021 |
| NI | $24.8M | 0.45% | 0.12% | +3.4% | Q2 2022 |
| IWS | $24.3M | 0.44% | Not reported | +2.4% | Q3 2021 |
| CB | $23.9M | 0.44% | 0.02% | +1.7% | Q1 2023 |
 MRSH | $23.5M | 0.43% | 0.03% | -3.5% | Q3 2021 |
| KO | $23.2M | 0.43% | 0.01% | +1.7% | Q3 2021 |
| UNP | $23.2M | 0.42% | 0.02% | +2.0% | Q3 2021 |
| GE | $22M | 0.40% | 0.01% | +5.1% | Q2 2024 |
| MDT | $21.9M | 0.40% | 0.02% | +1.0% | Q3 2021 |
| AMAT | $21.4M | 0.39% | 0.01% | +1.8% | Q3 2021 |
 CCK | $21.2M | 0.39% | 0.18% | +105.9% | Q2 2023 |
 SPY | $20.4M | 0.37% | Not reported | +57.1% | Q3 2021 |
 KKR | $20.1M | 0.37% | 0.02% | -0.5% | Q2 2023 |
| CVX | $20M | 0.37% | 0.01% | +3.3% | Q3 2021 |
| Q3 2025 | |||||
| MSFT | $315M | 6.64% | 0.01% | -6.5% | Q3 2021 |
| NVDA | $238M | 5.01% | 0.01% | +0.5% | Q3 2021 |
| AAPL | $202M | 4.24% | 0.01% | -2.6% | Q3 2021 |
| AMZN | $133M | 2.79% | 0.01% | -0.4% | Q3 2021 |
| JPM | $93.3M | 1.96% | 0.01% | -0.6% | Q3 2021 |
| COST | $82.4M | 1.73% | 0.02% | -3.0% | Q3 2021 |
| META | $81.2M | 1.71% | Not reported | +0.3% | Q3 2021 |
| GOOG | $74M | 1.56% | Not reported | +0.1% | Q3 2021 |
| BRK.B | $71.3M | 1.50% | Not reported | -0.9% | Q3 2021 |
| GOOGL | $69.4M | 1.46% | 0.00% | -0.3% | Q3 2021 |
| V | $68.4M | 1.44% | 0.01% | -0.7% | Q3 2021 |
| LLY | $64.1M | 1.35% | 0.01% | -1.5% | Q3 2021 |
| AVGO | $58.3M | 1.23% | 0.00% | +30.5% | Q3 2021 |
| MS | $46.1M | 0.97% | 0.02% | +0.7% | Q3 2021 |
| NOW | $45.9M | 0.97% | 0.02% | +0.2% | Q3 2021 |
| WMT | $41.4M | 0.87% | 0.01% | +1.3% | Q3 2021 |
| COLM | $40.2M | 0.85% | 1.40% | Not reported | Q4 2023 |
| ORCL | $36.1M | 0.76% | 0.00% | -2.1% | Q3 2021 |
| BAC | $35.6M | 0.75% | 0.01% | -1.1% | Q3 2021 |
| BKNG | $35.1M | 0.74% | 0.02% | -0.2% | Q3 2021 |
| PANW | $34.4M | 0.72% | 0.03% | -0.1% | Q3 2021 |
| CAT | $32.9M | 0.69% | 0.01% | +1.1% | Q3 2021 |
| PG | $32.5M | 0.68% | 0.01% | +0.5% | Q3 2021 |
| LIN | $32.4M | 0.68% | 0.01% | +0.1% | Q3 2021 |
| CSCO | $32.1M | 0.68% | 0.01% | -0.9% | Q3 2021 |
| HD | $30.4M | 0.64% | 0.01% | -0.4% | Q3 2021 |
| LRCX | $27.9M | 0.59% | 0.02% | -4.2% | Q3 2021 |
| CRM | $27.5M | 0.58% | 0.01% | -3.1% | Q3 2021 |
| MRSH | $26.5M | 0.56% | 0.03% | -1.2% | Q3 2021 |
| TSLA | $26.2M | 0.55% | 0.00% | -5.8% | Q3 2021 |
| PH | $26.1M | 0.55% | 0.03% | +1.2% | Q2 2023 |
| VLO | $25.3M | 0.53% | 0.05% | +0.7% | Q3 2021 |
| NI | $24.8M | 0.52% | 0.12% | +0.7% | Q2 2022 |
| PLD | $24.2M | 0.51% | 0.02% | -0.1% | Q3 2021 |
| IWS | $23.5M | 0.49% | Not reported | +0.8% | Q3 2021 |
| MCK | $23.2M | 0.49% | 0.02% | +1.1% | Q4 2023 |
| JNJ | $23.2M | 0.49% | 0.01% | +0.7% | Q3 2021 |
| UNP | $23.2M | 0.49% | 0.02% | +0.3% | Q3 2021 |
| KO | $21.8M | 0.46% | 0.01% | +0.5% | Q3 2021 |
 ORLY | $21.8M | 0.46% | 0.02% | -0.8% | Q1 2023 |
| MDT | $21.5M | 0.45% | 0.02% | +0.2% | Q3 2021 |
| CB | $21.2M | 0.45% | 0.02% | +0.6% | Q1 2023 |
| KKR | $20.6M | 0.43% | 0.02% | -1.5% | Q2 2023 |
 MDLZ | $20.4M | 0.43% | 0.03% | +0.4% | Q3 2021 |
| GE | $20.4M | 0.43% | 0.01% | +6.5% | Q2 2024 |
| CVX | $19.7M | 0.41% | 0.01% | -2.8% | Q3 2021 |
| EOG | $19.6M | 0.41% | 0.03% | +1.3% | Q3 2021 |
| HON | $19.4M | 0.41% | 0.01% | -0.5% | Q3 2021 |
| DHR | $19.3M | 0.41% | 0.01% | -0.1% | Q3 2021 |
| URI | $18.3M | 0.38% | 0.03% | +3.6% | Q4 2023 |