Badgley Phelps Wealth Managers, LLC

Q2 2026 13F-HR Holdings

Location
Seattle, WA
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
333
Total value ($000)
$5,708,735
Net value change ($000)
+686,284 (13.7%)
New positions
24
Sold out positions
19
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LRCX 41,865 88.4%
PANW 36,090 129.0%
NVDA 35,099 14.8%
AAPL 32,121 14.8%
AMAT 31,472 111.3%
MU 27,537 413.1%
MRVL 25,658 202.8%
SMMD 25,611 NEW
LLY 25,253 29.4%
CAT 24,646 57.4%
Top Reduces (Value $000, Stocks/ETFs)
HON -20,827 -100.0%
IWR -9,783 -14.6%
CTSH -8,886 -96.0%
PEG -8,289 -94.4%
GEHC -7,656 -89.5%
BSX -6,666 -95.6%
CVX -5,582 -20.7%
WMT -5,074 -10.4%
KRMN -4,696 -42.1%
GWRE -3,757 -93.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type