Institutional manager
Badgley Phelps Wealth Managers, LLC
Holds positions in 183 of the S&P 500, worth $3.27bn as reported for the quarter ended 31-mar-2026.
Positions held183of 488 index companies covered
Reported value$3.27bnS&P 500 positions only
Top ten weight44%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 183 held. The rest are smaller than every one of these.
MicrosoftMSFT643,356$238mInformation TechnologyNvidiaNVDA1.4m$237mInformation TechnologyApple Inc.AAPL855,552$217mInformation TechnologyAlphabet Inc. (Class A)GOOGL637,160$183mCommunication ServicesAmazonAMZN642,571$134mConsumer DiscretionaryCostcoCOST88,436$88mConsumer StaplesLilly (Eli)LLY93,356$86mHealth CareState Street CorporationSTT964,397$81mFinancialsJPMorgan ChaseJPM275,805$81mFinancialsBerkshire HathawayBRK.B153,723$81mFinancialsMeta PlatformsMETA121,934$70mCommunication ServicesBroadcomAVGO203,506$63mInformation TechnologyVisa Inc.V200,601$61mFinancialsWalmartWMT392,907$49mConsumer StaplesMorgan StanleyMS289,736$48mFinancialsLam ResearchLRCX221,434$47mInformation TechnologyCaterpillar Inc.CAT60,596$43mIndustrialsLinde plcLIN81,678$40mMaterialsValero EnergyVLO162,236$40mEnergyJohnson & JohnsonJNJ160,944$39mHealth CareCiscoCSCO469,041$36mInformation TechnologyBank of AmericaBAC684,384$33mFinancialsBooking HoldingsBKNG7,759$33mConsumer DiscretionaryParker HannifinPH35,303$32mIndustrialsProcter & GamblePG207,650$30mConsumer StaplesHome Depot (The)HD90,415$30mConsumer DiscretionaryNiSourceNI626,099$29mUtilitiesApplied MaterialsAMAT82,748$28mInformation TechnologyPrologisPLD212,162$28mReal EstatePalo Alto NetworksPANW174,550$28mInformation TechnologyChevron CorporationCVX130,520$27mEnergyMcKesson CorporationMCK30,835$27mHealth CareTesla, Inc.TSLA71,801$27mConsumer DiscretionaryCoca-Cola Company (The)KO334,230$26mConsumer StaplesUnion Pacific CorporationUNP101,616$25mIndustrialsChubb LimitedCB75,295$25mFinancialsQuanta ServicesPWR43,877$24mIndustrialsEOG ResourcesEOG161,784$23mEnergyServiceNowNOW223,449$23mInformation TechnologyDanaher CorporationDHR119,940$23mHealth CareThermo Fisher ScientificTMO44,491$22mHealth CareNextEra EnergyNEE231,812$22mUtilitiesStryker CorporationSYK62,543$21mHealth CareExxonMobilXOM120,275$20mEnergyMedtronicMDT229,003$20mHealth CareL3HarrisLHX57,662$20mIndustrialsSalesforceCRM106,320$20mInformation TechnologyMarsh McLennanMRSH114,009$20mFinancialsO'Reilly AutomotiveORLY207,053$19mConsumer DiscretionaryGE AerospaceGE66,510$19mIndustrialsMcDonald'sMCD60,406$19mConsumer DiscretionaryMondelez InternationalMDLZ319,391$19mConsumer StaplesTJX CompaniesTJX114,736$18mConsumer DiscretionaryPaccarPCAR157,109$18mIndustrialsOracle CorporationORCL117,663$17mInformation TechnologyGilead SciencesGILD122,271$17mHealth CareEcolabECL60,624$16mMaterialsEaton CorporationETN45,001$16mIndustrialsMerck & Co.MRK131,499$16mHealth CareNetflixNFLX158,455$15mCommunication Services
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.