Badgley Phelps Wealth Managers, LLC
Top Portfolio Positions
220 positions ·
$3,183,780,474 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
643,356 | $238,151,090 | 7.48% |
| NVDA |
Nvidia Corp
Technology
|
1,356,572 | $236,586,156 | 7.43% |
| AAPL |
Apple Inc.
Technology
|
855,552 | $217,130,542 | 6.82% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
642,571 | $133,828,262 | 4.20% |
| GOOGL |
Alphabet Inc.
Communication Services
|
318,816 | $91,678,728 | 2.88% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
88,436 | $88,120,283 | 2.77% |
| LLY |
ELI LILLY & Co
Healthcare
|
93,356 | $85,866,048 | 2.70% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
275,805 | $81,130,798 | 2.55% |
| META |
Meta Platforms, Inc.
Communication Services
|
121,934 | $69,762,099 | 2.19% |
| AVGO |
Broadcom Inc.
Technology
|
203,506 | $62,987,142 | 1.98% |
Portfolio Trend
Holdings in CCK
Shares Held
Position Value (USD)
12 of 12 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,176,246 | 151,384 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $21,233,958 | 206,215 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,674,840 | 100,164 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,522,599 | 102,181 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $9,116,034 | 102,129 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,240,141 | 99,651 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,034,609 | 104,658 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $7,887,646 | 106,031 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,451,810 | 106,634 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,433,607 | 102,439 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,596,451 | 97,157 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $5,113,776 | 58,867 | Shares | Sole | 2023-08-15 | |
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