Badgley Phelps Wealth Managers, LLC Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$5.5B
Holdings
327
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (327 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MRKMERCK & CO INC | 119,662 | $12.7B | 232.60% | |
| 102 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 150,802 | $12.5B | 229.23% | |
| 103 | VRTVERTIV HOLDINGS CO | 77,150 | $12.5B | 228.92% | |
| 104 | SNPSSYNOPSYS INC | 26,027 | $12.2B | 223.90% | |
| 105 | TRMBTRIMBLE INC | 155,149 | $12.2B | 222.62% | |
| 106 | MNSTMONSTER BEVERAGE CORP NEW | 157,454 | $12.1B | 221.08% | |
| 107 | GVIISHARES TR | 110,120 | $11.8B | 216.50% | |
| 108 | CSGPCOSTAR GROUP INC | 166,253 | $11.2B | 204.73% | |
| 109 | UNHUNITEDHEALTH GROUP INC | 33,326 | $11.0B | 201.49% | |
| 110 | AMTAMERICAN TOWER CORP NEW | 61,763 | $10.9B | 200.51% | |
| 111 | EEMISHARES TR | 195,990 | $10.7B | 196.38% | |
| 112 | MRVLMARVELL TECHNOLOGY INC | 125,051 | $10.6B | 194.62% | |
| 113 | BSXBOSTON SCIENTIFIC CORP | 109,712 | $10.5B | 191.60% | |
| 114 | CITCINTAS CORP | 49,450 | $9.3B | 170.33% | |
| 115 | GEHCGE HEALTHCARE TECHNOLOGIES I | 110,181 | $9.0B | 165.51% | |
| 116 | UBERUBER TECHNOLOGIES INC | 102,395 | $8.4B | 153.22% | |
| 117 | BRK-BBERKSHIRE HATHAWAY INC DEL | 11 | $8.3B | 152.05% | |
| 118 | TXNTEXAS INSTRS INC | 47,015 | $8.2B | 149.38% | |
| 119 | APHAMPHENOL CORP NEW | 60,236 | $8.2B | 149.34% | |
| 120 | PEGPUBLIC SVC ENTERPRISE GRP IN | 99,317 | $8.0B | 146.06% | |
| 121 | IVVISHARES TR | 11,293 | $7.7B | 141.65% | |
| 122 | TMUST-MOBILE US INC | 35,587 | $7.2B | 132.33% | |
| 123 | SPGIS&P GLOBAL INC | 13,622 | $7.1B | 130.37% | |
| 124 | MDYSPDR S&P MIDCAP 400 ETF TR | 11,478 | $6.9B | 127.25% | |
| 125 | METMETLIFE INC | 85,581 | $6.8B | 123.72% | |
| 126 | SUXTD SYNNEX CORPORATION | 44,634 | $6.7B | 122.80% | |
| 127 | BDXBECTON DICKINSON & CO | 31,373 | $6.1B | 111.50% | |
| 128 | FTVFORTIVE CORP | 109,386 | $6.0B | 110.61% | |
| 129 | CITHE CIGNA GROUP | 21,593 | $5.9B | 108.85% | |
| 130 | SPSBSPDR SERIES TRUST | 186,605 | $5.6B | 103.21% | |
| 131 | VONVVANGUARD SCOTTSDALE FDS | 61,041 | $5.6B | 103.19% | |
| 132 | SBUXSTARBUCKS CORP | 61,117 | $5.1B | 94.25% | |
| 133 | EQIXEQUINIX INC | 6,339 | $4.9B | 88.94% | |
| 134 | AMGNAMGEN INC | 14,808 | $4.8B | 88.76% | |
| 135 | GWREGUIDEWIRE SOFTWARE INC | 23,841 | $4.8B | 87.77% | |
| 136 | NKENIKE INC | 74,033 | $4.7B | 86.78% | |
| 137 | LENLENNAR CORP | 45,625 | $4.7B | 85.90% | |
| 138 | OMEROMEROS CORP | 263,556 | $4.5B | 82.89% | |
| 139 | VOVANGUARD INDEX FDS | 15,017 | $4.4B | 79.82% | |
| 140 | AXPAMERICAN EXPRESS CO | 11,296 | $4.2B | 76.52% | |
| 141 | FISVFISERV INC | 60,326 | $4.1B | 74.21% | |
| 142 | SDYSPDR SERIES TRUST | 28,195 | $3.9B | 71.85% | |
| 143 | SYYSYSCO CORP | 49,955 | $3.7B | 67.42% | |
| 144 | IJRISHARES TR | 30,509 | $3.7B | 67.14% | |
| 145 | ITOTISHARES TR | 24,611 | $3.7B | 67.02% | |
| 146 | VGTVANGUARD WORLD FD | 4,783 | $3.6B | 66.03% | |
| 147 | NDQINVESCO QQQ TR | 5,537 | $3.4B | 62.29% | |
| 148 | LOWLOWES COS INC | 13,957 | $3.4B | 61.63% | |
| 149 | ABBVABBVIE INC | 14,616 | $3.3B | 61.15% | |
| 150 | AMDADVANCED MICRO DEVICES INC | 14,686 | $3.1B | 57.60% | |
| 151 | VOOVANGUARD INDEX FDS | 4,935 | $3.1B | 56.67% | |
| 152 | XLVSELECT SECTOR SPDR TR | 19,928 | $3.1B | 56.48% | |
| 153 | VONGVANGUARD SCOTTSDALE FDS | 25,149 | $3.1B | 56.06% | |
| 154 | ACWXISHARES TR | 44,407 | $3.0B | 54.60% | |
| 155 | BABOEING CO | 13,670 | $3.0B | 54.36% | |
| 156 | SCHESCHWAB STRATEGIC TR | 89,637 | $2.9B | 53.76% | |
| 157 | ACNACCENTURE PLC IRELAND | 10,717 | $2.9B | 52.66% | |
| 158 | RELYREMITLY GLOBAL INC | 208,247 | $2.9B | 52.62% | |
| 159 | QCOMQUALCOMM INC | 15,498 | $2.6B | 48.54% | |
| 160 | DEDEERE & CO | 5,621 | $2.6B | 48.08% | |
| 161 | IWVISHARES TR | 6,776 | $2.6B | 48.00% | |
| 162 | JCIJOHNSON CTLS INTL PLC | 19,373 | $2.3B | 42.47% | |
| 163 | ADPAUTOMATIC DATA PROCESSING IN | 8,281 | $2.1B | 39.27% | |
| 164 | CPRTCOPART INC | 53,813 | $2.1B | 38.57% | |
| 165 | VHTVANGUARD WORLD FD | 7,113 | $2.0B | 37.49% | |
| 166 | GQ9SPDR GOLD TR | 5,074 | $2.0B | 36.81% | |
| 167 | ABTABBOTT LABS | 15,334 | $1.9B | 35.18% | |
| 168 | JJACOBS SOLUTIONS INC | 14,194 | $1.9B | 34.43% | |
| 169 | JPSTJ P MORGAN EXCHANGE TRADED F | 36,242 | $1.8B | 33.68% | |
| 170 | VTVVANGUARD INDEX FDS | 9,212 | $1.8B | 32.22% | |
| 171 | SMHVANECK ETF TRUST | 4,813 | $1.7B | 31.74% | |
| 172 | BLKBLACKROCK INC | 1,558 | $1.7B | 30.53% | |
| 173 | SCHXSCHWAB STRATEGIC TR | 58,060 | $1.6B | 28.61% | |
| 174 | VXUSVANGUARD STAR FDS | 20,473 | $1.5B | 28.28% | |
| 175 | PFEPFIZER INC | 57,809 | $1.4B | 26.36% | |
| 176 | SCHASCHWAB STRATEGIC TR | 50,389 | $1.4B | 26.28% | |
| 177 | XLKSELECT SECTOR SPDR TR | 9,902 | $1.4B | 26.10% | |
| 178 | 4I1PHILIP MORRIS INTL INC | 8,657 | $1.4B | 25.66% | |
| 179 | CLCOLGATE PALMOLIVE CO | 17,355 | $1.4B | 25.11% | |
| 180 | EMREMERSON ELEC CO | 10,252 | $1.4B | 24.91% | |
| 181 | BMYBRISTOL-MYERS SQUIBB CO | 23,917 | $1.3B | 23.63% | |
| 182 | PAYXPAYCHEX INC | 11,336 | $1.3B | 23.28% | |
| 183 | MUMICRON TECHNOLOGY INC | 4,421 | $1.3B | 23.11% | |
| 184 | ZTSZOETIS INC | 10,020 | $1.3B | 23.08% | |
| 185 | AOAISHARES TR | 14,009 | $1.3B | 22.97% | |
| 186 | VYMVANGUARD WHITEHALL FDS | 8,736 | $1.3B | 22.95% | |
| 187 | VUGVANGUARD INDEX FDS | 2,381 | $1.2B | 21.26% | |
| 188 | SCHGSCHWAB STRATEGIC TR | 33,031 | $1.1B | 19.73% | |
| 189 | BZHBEAZER HOMES USA INC | 53,068 | $1.1B | 19.69% | |
| 190 | KMBKIMBERLY-CLARK CORP | 10,422 | $1.1B | 19.49% | |
| 191 | WABWABTEC | 4,977 | $1.1B | 19.45% | |
| 192 | 6RJ0ROCKET LAB CORP | 15,157 | $1.1B | 19.36% | |
| 193 | SOLSSOLSTICE ADVANCED MATLS INC | 21,308 | $1.0B | 18.96% | |
| 194 | INTCINTEL CORP | 27,918 | $1.0B | 18.86% | |
| 195 | AGGISHARES TR | 10,279 | $1.0B | 18.79% | |
| 196 | VIGVANGUARD SPECIALIZED FUNDS | 4,576 | $1.0B | 18.41% | |
| 197 | CVSCVS HEALTH CORP | 12,639 | $1.0B | 18.37% | |
| 198 | SCHFSCHWAB STRATEGIC TR | 41,014 | $985.0M | 18.04% | |
| 199 | USBUS BANCORP DEL | 17,745 | $956.0M | 17.51% | |
| 200 | GMGENERAL MTRS CO | 11,579 | $941.0M | 17.23% |