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 | Open |
|---|---|---|---|---|---|
| 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 RVSB
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $124,008 | 22,547 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $113,185 | 22,547 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $121,077 | 22,547 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $129,431 | 23,533 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $132,961 | 23,533 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $135,079 | 23,533 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $114,453 | 24,300 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $96,957 | 24,300 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $114,696 | 24,300 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $155,520 | 24,300 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $135,108 | 24,300 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $122,472 | 24,300 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $129,762 | 24,300 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $186,624 | 24,300 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $154,305 | 24,300 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $159,894 | 24,300 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $183,465 | 24,300 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $186,867 | 24,300 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $176,661 | 24,300 | Shares | Sole | 2021-11-29 | |
| No 13F history on record for this holder in this stock. | ||||||