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Badgley Phelps Wealth Managers, LLC

All holdings · as of Dec 31, 2025

327 positions

CompanyClassValueShares% of portfolio
VERIZON COMMUNICATIONS INC$936.1K22,9830.0%
DOLLAR GENERAL CORP$916.2K6,9010.0%
EPAM Systems, Inc.$904.5K4,4150.0%
ISHARES TR$901.3K5,4360.0%
TRUIST FINANCIAL CORP$873.9K17,7590.0%
VERTEX PHARMACEUTICALS INC / MA$855.5K1,8870.0%
SCHWAB STRATEGIC TR$841.4K30,6760.0%
BALL Corp$836.6K15,7940.0%
ISHARES GOLD TR$822.7K10,1360.0%
SPROTT ASSET MANAGEMENT LP$810.4K24,5440.0%
CONSTELLATION BRANDS, INC.$754.6K5,4700.0%
ALTRIA GROUP, INC.$723.1K12,3150.0%
VANGUARD WORLD FD$721.2K5,9620.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$720.3K2,3640.0%
RPM International Inc$697.6K6,7080.0%
THE GOLDMAN SACHS GROUP, INC.$678.7K7720.0%
F5 Inc$676.7K2,6510.0%
Estee Lauder Cos Inc/The$670.9K6,4070.0%
ISHARES TR$658.4K9,2760.0%
Intercontinental Exchange, Inc.$644.1K3,9770.0%
Heritage Financial Corp/WA$641.3K27,1150.0%
WASTE MANAGEMENT INC$609.2K2,7730.0%
FERRARI N V$604.2K1,6350.0%
APTIV PLC$598.5K7,8660.0%
SPROTT ASSET MANAGEMENT LP$595.6K25,1820.0%
Iron Mountain Inc$594.7K7,0950.0%
Rockwell Automation Inc$568.4K1,4610.0%
VANGUARD WORLD FD$557.0K3,0100.0%
GRAYSCALE BITCOIN TRUST ETF$552.4K8,0800.0%
Acuity Inc$551.6K1,5320.0%
OCCIDENTAL PETROLEUM CORP /DE$539.7K13,0630.0%
ISHARES TR$534.9K4,3400.0%
HUMANA INC$531.5K2,0680.0%
Ferguson Enterprises Inc. /DE$526.7K2,3660.0%
iShares MSCI UAE ETF$520.6K2,6210.0%
VANGUARD INDEX FDS$506.4K2,3910.0%
DIMENSIONAL ETF TRUST$506.0K10,8600.0%
Marriott International Inc/MD$502.7K1,6200.0%
DIMENSIONAL ETF TRUST$497.3K6,7050.0%
Williams Cos Inc/The$491.1K8,1700.0%
SCHWAB STRATEGIC TR$490.2K20,9760.0%
WEC ENERGY GROUP, INC.$484.7K4,5960.0%
VANGUARD INDEX FDS$484.4K2,7310.0%
Arista Networks, Inc.ANETCommon Stock$480.5K3,6670.0%
Welltower, Inc.$477.2K2,5710.0%
ISHARES TR$471.3K4,4000.0%
3M CO$464.0K2,8980.0%
GLACIER BANCORP, INC.$461.8K10,4840.0%
SELECT SECTOR SPDR TR$447.4K3,8000.0%
AFLAC INC$444.2K4,0280.0%
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