Badgley Phelps Wealth Managers, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
STRYKER CORP	—	$27.90M	79,233	0.5%
Prologis Inc	—	$27.32M	214,002	0.5%
MCKESSON CORP	—	$25.48M	31,033	0.5%
Valero Energy Corp	—	$25.21M	154,856	0.5%
ORACLE CORP	—	$25.11M	128,816	0.5%
NiSource Inc	—	$24.76M	592,980	0.5%
ISHARES TR	—	$24.25M	171,939	0.4%
Chubb Ltd	—	$23.87M	76,239	0.4%
MARSH & MCLENNAN COMPANIES, INC.	—	$23.54M	126,911	0.4%
COCA COLA CO	—	$23.21M	331,941	0.4%
Union Pacific Corp	—	$23.17M	100,145	0.4%
GENERAL ELECTRIC CO	—	$21.98M	71,277	0.4%
Medtronic plc	—	$21.92M	226,669	0.4%
APPLIED MATERIALS INC /DE	—	$21.36M	83,127	0.4%
CROWN HOLDINGS, INC.	—	$21.23M	206,215	0.4%
SPDR S&P 500 ETF TR	—	$20.43M	29,883	0.4%
KKR & Co. Inc.	—	$20.09M	157,613	0.4%
CHEVRON CORP	—	$19.97M	130,996	0.4%
J P MORGAN EXCHANGE TRADED F	—	$19.13M	255,467	0.4%
ISHARES TR	—	$19.12M	51,203	0.4%
O REILLY AUTOMOTIVE INC	—	$18.77M	205,837	0.3%
Quanta Services Inc	—	$18.52M	43,876	0.3%
MCDONALD'S CORP	—	$18.41M	60,221	0.3%
NEXTERA ENERGY INC	—	$18.40M	229,155	0.3%
HONEYWELL INTERNATIONAL INC	—	$18.05M	92,539	0.3%
RTX Corp	—	$18.00M	98,168	0.3%
PACCAR INC	—	$17.53M	158,086	0.3%
TJX Cos Inc/The	—	$17.22M	112,086	0.3%
EOG RESOURCES INC	—	$17.07M	162,527	0.3%
ADOBE INC.	—	$16.80M	47,993	0.3%
BARCLAYS BANK PLC	—	$16.69M	443,874	0.3%
Mondelez International, Inc.	—	$16.62M	306,100	0.3%
L3HARRIS TECHNOLOGIES, INC. /DE	—	$16.59M	56,509	0.3%
Walt Disney Co	—	$16.14M	141,036	0.3%
United Rentals Inc	—	$15.84M	19,575	0.3%
ECOLAB INC.	—	$15.81M	60,096	0.3%
Mastercard Inc	—	$15.08M	26,414	0.3%
GILEAD SCIENCES, INC.	—	$15.01M	122,292	0.3%
PEPSICO INC	—	$14.89M	103,071	0.3%
INTERNATIONAL BUSINESS MACHINES CORP	—	$14.75M	49,797	0.3%
SHERWIN WILLIAMS CO	—	$14.65M	45,197	0.3%
VANGUARD INTL EQUITY INDEX F	—	$14.49M	197,001	0.3%
Netflix Inc	—	$14.39M	153,472	0.3%
J P MORGAN EXCHANGE TRADED F	—	$13.99M	248,517	0.3%
Eaton Corp plc	—	$13.97M	43,855	0.3%
EXXON MOBIL CORP	—	$13.90M	115,467	0.3%
SCHWAB CHARLES CORP	—	$13.85M	138,624	0.3%
VANGUARD INDEX FDS	—	$13.74M	40,991	0.3%
Intuitive Surgical Inc	—	$12.91M	22,794	0.2%
United Parcel Service Inc	—	$12.82M	129,268	0.2%