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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Badgley Phelps Wealth Managers, LLC

Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001895362-24-000010

Total Value
$4.04B
Positions
254
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (254)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT632,717$282.8M7.00%
2ISHARES TR4642874652,272,868$178.0M4.41%
3APPLE INCAAPL811,542$170.9M4.23%
4NVIDIA CORPORATIONNVDA1,330,741$164.4M4.07%
5AMAZON COM INCAMZN613,548$118.6M2.93%
6VANGUARD INDEX FDS922908751524,235$114.7M2.84%
7VANGUARD TAX-MANAGED FDS9219438581,886,113$93.2M2.31%
8ISHARES TR4642875071,580,455$92.5M2.29%
9VANGUARD INTL EQUITY INDEX F9220428582,094,150$91.6M2.27%
10ELI LILLY & COLLY92,898$84.1M2.08%
11COSTCO WHSL CORP NEW22160K10597,752$83.1M2.06%
12COLUMBIA SPORTSWEAR COCOLM801,798$63.4M1.57%
13SPDR SER TR78464A854983,903$63.0M1.56%
14BERKSHIRE HATHAWAY INC DELBRK-A153,551$62.5M1.55%
15JPMORGAN CHASE & CO.VYLD296,690$60.0M1.48%
16VISA INCV207,348$54.4M1.35%
17ALPHABET INCGOOG294,990$53.7M1.33%
18ISHARES TR464287630351,528$53.5M1.32%
19META PLATFORMS INCMETA105,709$53.3M1.32%
20ISHARES TR464287648201,019$52.8M1.31%
21ALPHABET INCGOOG287,580$52.7M1.31%
22ISHARES TR464287499608,781$49.4M1.22%
23VANGUARD SCOTTSDALE FDS92206C706689,208$40.1M0.99%
24VANGUARD INDEX FDS922908637157,981$39.6M0.98%
25SERVICENOW INCNOW50,245$39.5M0.98%
26J P MORGAN EXCHANGE TRADED F46641Q837770,202$38.9M0.96%
27ISHARES TR464287598220,712$38.5M0.95%
28VANGUARD BD INDEX FDS921937819511,217$38.3M0.95%
29ISHARES TR464287614103,080$37.6M0.93%
30LAM RESEARCH CORPLRCX33,536$35.8M0.89%
31ADOBE INCADBE62,392$34.7M0.86%
32PROCTER AND GAMBLE CO742718109205,526$33.9M0.84%
33PALO ALTO NETWORKS INCPANW96,043$32.6M0.81%
34SALESFORCE INCCRM122,899$31.6M0.78%
35LINDE PLCLIN68,287$30.0M0.74%
36CHEVRON CORP NEWCVX189,404$29.6M0.73%
37MARSH & MCLENNAN COS INC571748102140,579$29.6M0.73%
38BANK AMERICA CORP060505104729,096$29.0M0.72%
39UNITEDHEALTH GROUP INCUNH54,002$27.5M0.68%
40MORGAN STANLEYMS-PQ282,680$27.5M0.68%
41VANGUARD SCOTTSDALE FDS92206C870334,240$26.7M0.66%
42HOME DEPOT INCHD77,412$26.6M0.66%
43BOOKING HOLDINGS INCBKNG6,607$26.2M0.65%
44WALMART INCWMT384,861$26.1M0.64%
45NEXTERA ENERGY INCNEE-PW352,064$24.9M0.62%
46ISHARES TR464287481224,543$24.8M0.61%
47ORACLE CORPORCL-PD175,103$24.7M0.61%
48PROLOGIS INC.PLDGP219,661$24.7M0.61%
49THERMO FISHER SCIENTIFIC INCTMO43,850$24.3M0.60%
50J P MORGAN EXCHANGE TRADED F46641Q332424,758$24.1M0.60%
51DANAHER CORPORATION23585110295,909$24.0M0.59%
52MERCK & CO INCMRK187,121$23.3M0.58%
53CISCO SYS INCCSCO489,680$23.3M0.58%
54VALERO ENERGY CORPVLO147,288$23.1M0.57%
55CATERPILLAR INCCAT65,612$21.9M0.54%
56UNION PAC CORPUNP94,856$21.5M0.53%
57EOG RES INCEOG169,744$21.4M0.53%
58MONDELEZ INTL INC609207105317,623$20.9M0.52%
59HONEYWELL INTL INC43851610697,257$20.8M0.51%
60MCDONALDS CORPMCD80,986$20.6M0.51%
61PEPSICO INCPEP123,390$20.4M0.50%
62COCA COLA COKO311,296$20.0M0.49%
63APPLIED MATLS INC03822210583,015$19.6M0.48%
64MEDTRONIC PLCMDT243,489$19.3M0.48%
65CHUBB LIMITEDCB73,560$18.8M0.47%
66ISHARES TR464287473155,836$18.8M0.47%
67UNITED PARCEL SERVICE INCUPS135,573$18.6M0.46%
68EQUINIX INCEQIX23,023$17.4M0.43%
69JOHNSON & JOHNSONJNJ116,753$17.1M0.42%
70KKR & CO INCKKRT161,489$17.0M0.42%
71ISHARES TR46428762256,227$16.7M0.41%
72PACCAR INCPCAR160,583$16.5M0.41%
73MCKESSON CORPMCK27,633$16.2M0.40%
74SYNOPSYS INCSNPS26,883$16.0M0.40%
75STRYKER CORPORATIONSYK46,813$16.0M0.39%
76ACCENTURE PLC IRELANDACN51,296$15.6M0.39%
77ECOLAB INCECL63,496$15.1M0.37%
78OREILLY AUTOMOTIVE INC67103H10713,970$14.8M0.37%
79NISOURCE INCNI511,939$14.7M0.36%
80PARKER-HANNIFIN CORPPH29,042$14.7M0.36%
81AMGEN INCAMGN46,136$14.4M0.36%
82BARCLAYS BANK PLCVXZ448,594$14.4M0.36%
83SHERWIN WILLIAMS COSHW47,473$14.2M0.35%
84DISNEY WALT CO254687106141,379$14.0M0.35%
85AMERICAN TOWER CORP NEW03027X10071,576$14.0M0.35%
86COGNIZANT TECHNOLOGY SOLUTIOCTSH205,552$14.0M0.35%
87COSTAR GROUP INCCSGP183,386$13.6M0.34%
88CHIPOTLE MEXICAN GRILL INCCMG215,823$13.5M0.33%
89ZOETIS INCZTS70,421$12.2M0.30%
90JACOBS SOLUTIONS INCJ85,505$11.9M0.30%
91VERIZON COMMUNICATIONS INCVZ288,277$11.9M0.29%
92J P MORGAN EXCHANGE TRADED F46641Q233244,937$11.9M0.29%
93SYSCO CORPSYY162,827$11.6M0.29%
94VANGUARD STAR FDS921909768190,148$11.5M0.28%
95SPDR S&P 500 ETF TRSPY20,948$11.4M0.28%
96VANGUARD INDEX FDS92290876942,484$11.4M0.28%
97PFIZER INCPFE384,124$10.7M0.27%
98VANGUARD INTL EQUITY INDEX F922042775182,560$10.7M0.26%
99TESLA INCTSLA52,844$10.5M0.26%
100REGENERON PHARMACEUTICALSREGN9,900$10.4M0.26%
101UNITED RENTALS INCURI15,594$10.1M0.25%
102L3HARRIS TECHNOLOGIES INCLHX41,607$9.3M0.23%
103GLOBAL PMTS INC37940X10296,198$9.3M0.23%
104MARVELL TECHNOLOGY INCMRVL132,070$9.2M0.23%
105APTIV PLCAPTV127,239$9.0M0.22%
106GILEAD SCIENCES INCGILD123,724$8.5M0.21%
107ISHARES TR46428861276,670$8.0M0.20%
108CROWN HLDGS INCCCK106,031$7.9M0.20%
109ADVANCED MICRO DEVICES INCAMD46,313$7.5M0.19%
110LENNAR CORPLEN-B46,305$6.9M0.17%
111ISHARES TR46428765530,877$6.3M0.16%
112MANHATTAN ASSOCIATES INCMANH25,094$6.2M0.15%
113EATON CORP PLCETN19,598$6.1M0.15%
114ISHARES TR46428720010,849$5.9M0.15%
115BOSTON SCIENTIFIC CORPBSX75,642$5.8M0.14%
116STARBUCKS CORPSBUX62,413$4.9M0.12%
117SPDR S&P MIDCAP 400 ETF TRMDY8,788$4.7M0.12%
118GE AEROSPACE36960430127,452$4.4M0.11%
119VERTIV HOLDINGS COVRT49,904$4.3M0.11%
120NIKE INCNKE55,777$4.2M0.10%
121SPDR SER TR78464A474126,309$3.8M0.09%
122SPDR SER TR78464A76325,427$3.2M0.08%
123LOWES COS INC54866110714,630$3.2M0.08%
124ISHARES TR46428780430,039$3.2M0.08%
125SELECT SECTOR SPDR TR81369Y20921,730$3.2M0.08%
126COPART INCCPRT57,534$3.1M0.08%
127VANGUARD INDEX FDS92290862912,163$3.0M0.07%
128ISHARES TR46428715024,477$2.9M0.07%
129SCHWAB STRATEGIC TR80852470699,253$2.6M0.07%
130QUALCOMM INCQCOM13,149$2.6M0.06%
131ISHARES TR46428824049,144$2.6M0.06%
132BOEING COBA-PA14,343$2.6M0.06%
133INVESCO QQQ TRIVZ5,353$2.6M0.06%
134ABBVIE INCABBV14,866$2.5M0.06%
135VANGUARD INDEX FDS9229083634,831$2.4M0.06%
136AMERICAN EXPRESS COAXP10,435$2.4M0.06%
137T-MOBILE US INCTMUSZ12,938$2.3M0.06%
138COLGATE PALMOLIVE COCL23,432$2.3M0.06%
139DEERE & CODE6,034$2.3M0.06%
140VANGUARD SCOTTSDALE FDS92206C68022,555$2.1M0.05%
141AUTOMATIC DATA PROCESSING INADP8,178$2.0M0.05%
142EXXON MOBIL CORPXOM16,378$1.9M0.05%
143SCHWAB CHARLES FAMILY FDSCHW-PJ1,854,630$1.9M0.05%
144KIMBERLY-CLARK CORPKMB13,221$1.8M0.05%
145VANGUARD SCOTTSDALE FDS92206C71422,604$1.7M0.04%
146ABBOTT LABSABLZF16,698$1.7M0.04%
147ISHARES TR4642876895,245$1.6M0.04%
148CONSTELLATION BRANDS INCSTZ6,042$1.6M0.04%
149BROADCOM INCAVGO963$1.5M0.04%
150SCHWAB STRATEGIC TR80852420123,542$1.5M0.04%
151RTX CORPORATIONRTX14,593$1.5M0.04%
152BEAZER HOMES USA INCBZH53,068$1.5M0.04%
153VANGUARD INDEX FDS9229087448,811$1.4M0.04%
154PAYCHEX INCPAYX11,684$1.4M0.03%
155INTEL CORPINTC43,097$1.3M0.03%
156JOHNSON CTLS INTL PLCG5150210519,725$1.3M0.03%
157SCHWAB STRATEGIC TR80852460727,522$1.3M0.03%
158SELECT SECTOR SPDR TR81369Y8035,235$1.2M0.03%
159PHILIP MORRIS INTL INC71817210910,932$1.1M0.03%
160FERGUSON PLC NEWG3421J1065,759$1.1M0.03%
161NERDWALLET INCNRDS76,232$1.1M0.03%
162CINTAS CORPCTAS1,546$1.1M0.03%
163CVS HEALTH CORPCVS17,979$1.1M0.03%
164BALL CORPBALL17,076$1.0M0.03%
165VANGUARD WHITEHALL FDS9219464068,513$1.0M0.02%
166ISHARES TR46428722610,266$996,4980.02%
167BRISTOL-MYERS SQUIBB COCELG-RI23,865$991,1140.02%
168VANGUARD INDEX FDS9229087362,626$983,4210.02%
169VERTEX PHARMACEUTICALS INCVRTX1,952$914,9420.02%
170DOLLAR GEN CORP NEW2566771056,913$914,1060.02%
171EMERSON ELEC COEMR7,614$838,7790.02%
172EPAM SYS INCEPAM4,415$830,5060.02%
173HUMANA INCHUM2,127$794,8140.02%
174WABTEC9297401084,965$784,7190.02%
175SCHWAB STRATEGIC TR8085243007,744$781,7380.02%
176MASTERCARD INCORPORATEDMA1,726$761,3540.02%
177ALTRIA GROUP INCMO16,103$750,0990.02%
178RPM INTL INC7496851036,868$739,5470.02%
179US BANCORP DELUSB-PS18,032$724,7070.02%
180BLACKROCK INCBLK906$712,9390.02%
181REMITLY GLOBAL INCRELY58,752$712,0750.02%
182SCHWAB STRATEGIC TR80852480518,261$708,2080.02%
183LAUDER ESTEE COS INC5184391046,531$694,8990.02%
184IRON MTN INC DEL46284V1017,451$672,2010.02%
185OCCIDENTAL PETE CORP67459910510,623$672,0920.02%
186TRUIST FINL CORP89832Q10917,043$662,1210.02%
187NETFLIX INCNFLX923$622,9150.02%
188NOVO-NORDISK A SNONOF4,252$606,9310.02%
189SCHLUMBERGER LTDSLB12,260$605,8210.01%
190GENERAL MTRS CO37045V10013,015$604,6770.01%
191ISHARES TR4642878464,510$596,7200.01%
192FERRARI N VRACE1,424$581,5190.01%
193ISHARES TR46434V7389,285$528,7810.01%
194SCHWAB CHARLES CORPSCHW-PJ7,119$524,6300.01%
195SPDR GOLD TRGLD2,403$516,6700.01%
196SPDR SER TR78468R72111,128$509,1060.01%
197WASTE MGMT INC DEL94106L1092,368$505,1010.01%
198SCHWAB STRATEGIC TR8085247976,396$502,6470.01%
199F5 INCFFIV2,835$488,2730.01%
200WEC ENERGY GROUP INCWEC6,005$471,1530.01%
201DIMENSIONAL ETF TRUST25434V72411,789$462,9550.01%
202WEYERHAEUSER CO MTN BEWY16,112$457,4150.01%
203SCHWAB STRATEGIC TR8085248399,995$455,5680.01%
204VANGUARD SPECIALIZED FUNDS9219088442,453$450,0720.01%
205ISHARES TR46434V8608,387$424,8860.01%
206GLOBAL X FDS37954Y3438,552$414,7720.01%
207TJX COS INC NEW8725401093,748$412,6530.01%
208ISHARES TR4642871763,846$410,6830.01%
209DIMENSIONAL ETF TRUST25434V4016,855$403,4170.01%
210GENERAL MLS INC3703341046,276$397,0460.01%
211LOCKHEED MARTIN CORPLMT793$370,4110.01%
212INTERNATIONAL BUSINESS MACHSINTR2,119$366,4820.01%
213MARRIOTT INTL INC NEW5719032021,450$350,5670.01%
214AFLAC INCAFL3,837$342,6830.01%
215VANGUARD INDEX FDS9229085533,814$323,4000.01%
216OMEROS CORPOMER78,556$318,9380.01%
217VANGUARD WORLD FD92204A702543$313,7710.01%
218BECTON DICKINSON & COBDX1,339$312,9380.01%
219WAFD INCWAFDP10,902$311,5840.01%
220ISHARES TR4642877625,026$307,9440.01%
2213M COMMM2,983$304,8330.01%
222FIDELITY COVINGTON TRUST3160928735,831$304,5540.01%
223AIR PRODS & CHEMS INCAIIR1,180$304,4990.01%
224AUTOZONE INCAZO102$302,3390.01%
225ISHARES TR4642884142,829$301,4300.01%
226VANGUARD INDEX FDS9229086521,775$300,5430.01%
227DECKERS OUTDOOR CORPDECK305$295,2250.01%
228COMCAST CORP NEWCCZ7,286$285,3040.01%
229ISHARES TR4642872913,410$282,3880.01%
230CLOROX CO DELCLX2,021$275,8310.01%
231SPDR SER TR78468R7886,829$274,7310.01%
232HERITAGE FINL CORP WASH42722X10615,227$274,5430.01%
233SPDR SER TR78464A1021,400$273,3500.01%
234SELECT SECTOR SPDR TR81369Y5062,960$269,8040.01%
235SCHWAB STRATEGIC TR8085248625,467$263,1270.01%
236MICRON TECHNOLOGY INCMU1,940$255,1040.01%
237TRANE TECHNOLOGIES PLCTT765$251,6320.01%
238VERALTO CORPVLTO2,582$246,7360.01%
239TAIWAN SEMICONDUCTOR MFG LTD8740391001,354$236,0700.01%
240BANNER CORPBANR4,675$232,0670.01%
241GOLDMAN SACHS GROUP INCGSCE513$232,0410.01%
242SHELL PLCRYDAF3,187$230,0380.01%
243VANGUARD WORLD FD92204A504849$226,6540.01%
244INVESCO EXCHANGE TRADED FD TIVZ5,670$216,2580.01%
245ISHARES TR46432F8422,971$215,8180.01%
246PAYPAL HLDGS INCPYPL3,702$214,8280.01%
247ASML HOLDING N VASMLF209$213,7510.01%
248SCHWAB STRATEGIC TR8085241023,345$210,9780.01%
249NORDSTROM INC6556641009,559$202,8420.01%
250ISHARES TR46429B6972,400$201,5040.00%
251ZILLOW GROUP INCZ4,442$200,0680.00%
252RIVERVIEW BANCORP INCRVSB24,300$96,9570.00%
253EATON VANCE TAX-MANAGED GLOBETN10,896$92,0720.00%
254NAUTILUS BIOTECHNOLOGY INCNAUT30,000$70,2000.00%