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 |
|---|---|---|---|---|---|
| 301 | EBAEBAY INC. | 2,783 | $242.0M | 4.43% | |
| 302 | XLFSELECT SECTOR SPDR TR | 4,351 | $238.0M | 4.36% | |
| 303 | PRFZINVESCO EXCHANGE TRADED FD T | 5,175 | $237.0M | 4.34% | |
| 304 | APPAPPLOVIN CORP | 353 | $237.0M | 4.34% | |
| 305 | AMTMAMENTUM HOLDINGS INC | 8,155 | $236.0M | 4.32% | |
| 306 | NVSNNOVARTIS AG | 1,695 | $233.0M | 4.27% | |
| 307 | WSMWILLIAMS SONOMA INC | 1,304 | $232.0M | 4.25% | |
| 308 | SCHVSCHWAB STRATEGIC TR | 7,707 | $228.0M | 4.18% | |
| 309 | ASMLASML HOLDING N V | 211 | $225.0M | 4.12% | |
| 310 | SOXXISHARES TR | 744 | $224.0M | 4.10% | |
| 311 | CMECME GROUP INC | 823 | $224.0M | 4.10% | |
| 312 | SOSOUTHERN CO | 2,536 | $221.0M | 4.05% | |
| 313 | VLTOVERALTO CORP | 2,156 | $215.0M | 3.94% | |
| 314 | INGING GROEP N.V. | 7,600 | $212.0M | 3.88% | |
| 315 | NSCNORFOLK SOUTHN CORP | 725 | $209.0M | 3.83% | |
| 316 | MPCMARATHON PETE CORP | 1,290 | $209.0M | 3.83% | |
| 317 | BNDXVANGUARD CHARLOTTE FDS | 4,330 | $209.0M | 3.83% | |
| 318 | VGKVANGUARD INTL EQUITY INDEX F | 2,494 | $208.0M | 3.81% | |
| 319 | TFLOISHARES TR | 4,140 | $208.0M | 3.81% | |
| 320 | PHMPULTE GROUP INC | 1,754 | $206.0M | 3.77% | |
| 321 | AVLVAMERICAN CENTY ETF TR | 2,655 | $201.0M | 3.68% | |
| 322 | HYGISHARES TR | 2,481 | $200.0M | 3.66% | |
| 323 | RVSBRIVERVIEW BANCORP INC | 22,547 | $113.0M | 2.07% | |
| 324 | XEXGXEATON VANCE TAX-MANAGED GLOB | 10,279 | $97.0M | 1.78% | |
| 325 | NAUTNAUTILUS BIOTECHNOLOGY INC | 30,000 | $58.0M | 1.06% | |
| 326 | WITWIPRO LTD | 12,000 | $34.0M | 0.62% | |
| 327 | ONCONCOLYTICS BIOTECH INC | 40,000 | $34.0M | 0.62% |
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