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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 2025 · Filed July 16, 2025 · Accession 0001895362-25-000007

Total Value
$4.51B
Positions
296
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (296)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT651,507$324.1M7.18%
2NVIDIA CORPORATIONNVDA1,268,366$200.4M4.44%
3ISHARES TR4642874652,200,405$196.7M4.36%
4APPLE INCAAPL813,411$166.9M3.70%
5AMAZON COM INCAMZN606,867$133.1M2.95%
6VANGUARD INDEX FDS922908751557,930$132.6M2.94%
7ISHARES TR4642875071,691,938$104.9M2.32%
8VANGUARD INTL EQUITY INDEX F9220428582,093,716$103.6M2.29%
9VANGUARD TAX-MANAGED FDS9219438581,811,109$103.3M2.29%
10COSTCO WHSL CORP NEW22160K10591,829$90.9M2.01%
11VANGUARD SCOTTSDALE FDS92206C7061,517,236$90.7M2.01%
12JPMORGAN CHASE & CO.VYLD297,568$86.3M1.91%
13META PLATFORMS INCMETA110,260$81.4M1.80%
14VISA INCV201,719$71.6M1.59%
15BERKSHIRE HATHAWAY INC DELBRK-A143,081$69.5M1.54%
16ELI LILLY & COLLY85,341$66.5M1.47%
17ISHARES TR464287648214,442$61.3M1.36%
18ISHARES TR464287499654,268$60.2M1.33%
19ISHARES TR464287630369,883$58.4M1.29%
20ALPHABET INCGOOG303,669$53.9M1.19%
21SERVICENOW INCNOW49,784$51.2M1.13%
22ALPHABET INCGOOG286,337$50.5M1.12%
23SPDR SERIES TRUST78464A854668,002$48.6M1.08%
24ISHARES TR464287614113,274$48.1M1.07%
25VANGUARD INDEX FDS922908637165,723$47.4M1.05%
26ISHARES TR464287598244,111$47.4M1.05%
27COLUMBIA SPORTSWEAR COCOLM768,830$47.0M1.04%
28VANGUARD BD INDEX FDS921937819548,651$42.4M0.94%
29MORGAN STANLEYMS-PQ288,064$40.6M0.90%
30WALMART INCWMT396,949$38.8M0.86%
31BOOKING HOLDINGS INCBKNG6,515$37.7M0.84%
32BROADCOM INCAVGO135,542$37.4M0.83%
33PALO ALTO NETWORKS INCPANW169,270$34.6M0.77%
34PROCTER AND GAMBLE CO742718109210,665$33.6M0.74%
35BANK AMERICA CORP060505104698,559$33.1M0.73%
36CISCO SYS INCCSCO473,776$32.9M0.73%
37SALESFORCE INCCRM119,634$32.7M0.72%
38ISHARES TR464287481235,058$32.6M0.72%
39LINDE PLCLIN68,132$32.0M0.71%
40INVESCO EXCHANGE TRADED FD TIVZ172,506$31.4M0.69%
41VANGUARD SCOTTSDALE FDS92206C870362,840$30.1M0.67%
42MARSH & MCLENNAN COS INC571748102133,120$29.1M0.64%
43ORACLE CORPORCL-PD131,015$28.6M0.63%
44HOME DEPOT INCHD75,263$27.6M0.61%
45CATERPILLAR INCCAT68,154$26.5M0.59%
46PARKER-HANNIFIN CORPPH34,035$23.8M0.53%
47COCA COLA COKO324,815$23.1M0.51%
48NISOURCE INCNI569,146$23.0M0.51%
49UNION PAC CORPUNP97,897$22.5M0.50%
50PROLOGIS INC.PLDGP211,123$22.2M0.49%
51ISHARES TR464287473166,625$22.0M0.49%
52MONDELEZ INTL INC609207105323,461$22.0M0.49%
53MCKESSON CORPMCK29,720$21.8M0.48%
54CHUBB LIMITEDCB74,491$21.7M0.48%
55HONEYWELL INTL INC43851610692,433$21.5M0.48%
56KKR & CO INCKKRT160,818$21.4M0.47%
57LAM RESEARCH CORPLRCX217,038$21.2M0.47%
58EOG RES INCEOG172,447$20.6M0.46%
59TESLA INCTSLA62,475$19.8M0.44%
60VALERO ENERGY CORPVLO147,483$19.8M0.44%
61MEDTRONIC PLCMDT224,157$19.7M0.44%
62DANAHER CORPORATION23585110297,369$19.3M0.43%
63JOHNSON & JOHNSONJNJ124,368$19.0M0.42%
64NETFLIX INCNFLX14,103$18.9M0.42%
65CHEVRON CORP NEWCVX130,502$18.7M0.41%
66J P MORGAN EXCHANGE TRADED F46641Q134264,030$18.7M0.41%
67OREILLY AUTOMOTIVE INC67103H107203,600$18.4M0.41%
68STRYKER CORPORATIONSYK45,351$18.0M0.40%
69ADOBE INCADBE45,968$17.8M0.39%
70ISHARES TR46428762252,017$17.7M0.39%
71EQUINIX INCEQIX22,141$17.6M0.39%
72DISNEY WALT CO254687106140,247$17.4M0.39%
73GE AEROSPACE36960430163,665$16.4M0.36%
74ECOLAB INCECL60,652$16.4M0.36%
75THERMO FISHER SCIENTIFIC INCTMO39,717$16.1M0.36%
76BARCLAYS BANK PLCVXZ473,935$16.1M0.36%
77MCDONALDS CORPMCD54,685$16.0M0.35%
78PEPSICO INCPEP120,393$15.9M0.35%
79SHERWIN WILLIAMS COSHW45,120$15.5M0.34%
80EATON CORP PLCETN43,241$15.4M0.34%
81NEXTERA ENERGY INCNEE-PW219,990$15.3M0.34%
82PACCAR INCPCAR156,500$14.9M0.33%
83APPLIED MATLS INC03822210581,134$14.9M0.33%
84AMERICAN TOWER CORP NEW03027X10065,269$14.5M0.32%
85COSTAR GROUP INCCSGP176,286$14.2M0.31%
86UNITED RENTALS INCURI18,485$13.9M0.31%
87VANGUARD INTL EQUITY INDEX F922042775205,026$13.8M0.31%
88GILEAD SCIENCES INCGILD122,347$13.6M0.30%
89SYNOPSYS INCSNPS26,428$13.5M0.30%
90L3HARRIS TECHNOLOGIES INCLHX53,513$13.4M0.30%
91UNITED PARCEL SERVICE INCUPS131,519$13.3M0.29%
92J P MORGAN EXCHANGE TRADED F46641Q233243,473$13.3M0.29%
93CINTAS CORPCTAS59,524$13.3M0.29%
94TJX COS INC NEW872540109104,754$12.9M0.29%
95VANGUARD INDEX FDS92290876942,239$12.9M0.29%
96SPDR S&P 500 ETF TRSPY19,120$11.8M0.26%
97COGNIZANT TECHNOLOGY SOLUTIOCTSH150,110$11.7M0.26%
98CHIPOTLE MEXICAN GRILL INCCMG202,611$11.4M0.25%
99BOSTON SCIENTIFIC CORPBSX104,948$11.3M0.25%
100T-MOBILE US INCTMUSZ46,957$11.2M0.25%
101EXXON MOBIL CORPXOM102,560$11.1M0.24%
102ISHARES TR464288612102,175$10.9M0.24%
103FISERV INCFISV62,947$10.9M0.24%
104MERCK & CO INCMRK133,526$10.7M0.24%
105CROWN HLDGS INCCCK102,181$10.5M0.23%
106TRIMBLE INCTRMB135,935$10.3M0.23%
107PUBLIC SVC ENTERPRISE GRP IN744573106120,895$10.2M0.23%
108MARVELL TECHNOLOGY INCMRVL130,115$10.1M0.22%
109UBER TECHNOLOGIES INCUBER97,450$9.1M0.20%
110VERTIV HOLDINGS COVRT69,513$8.9M0.20%
111METLIFE INCMET-PF107,131$8.6M0.19%
112THE CIGNA GROUP12552310026,018$8.6M0.19%
113GE HEALTHCARE TECHNOLOGIES IGEHC114,530$8.5M0.19%
114INTERNATIONAL BUSINESS MACHSINTR28,617$8.4M0.19%
115TEXAS INSTRS INC88250810439,671$8.2M0.18%
116ISHARES TR46428765536,683$7.9M0.18%
117BERKSHIRE HATHAWAY INC DELBRK-A10$7.3M0.16%
118LENNAR CORPLEN-B62,796$6.9M0.15%
119ISHARES TR46428720010,685$6.6M0.15%
120SPDR S&P MIDCAP 400 ETF TRMDY10,041$5.7M0.13%
121SPDR SERIES TRUST78464A474175,802$5.3M0.12%
122UNITEDHEALTH GROUP INCUNH16,614$5.2M0.11%
123STARBUCKS CORPSBUX55,630$5.1M0.11%
124REGENERON PHARMACEUTICALSREGN9,535$5.0M0.11%
125TD SYNNEX CORPORATIONSNX36,062$4.9M0.11%
126AMGEN INCAMGN15,816$4.4M0.10%
127REMITLY GLOBAL INCRELY215,900$4.1M0.09%
128VANGUARD INDEX FDS92290862913,898$3.9M0.09%
129SYSCO CORPSYY51,408$3.9M0.09%
130ACCENTURE PLC IRELANDACN12,566$3.8M0.08%
131NIKE INCNKE52,309$3.7M0.08%
132SPDR SERIES TRUST78464A76326,972$3.7M0.08%
133AMERICAN EXPRESS COAXP11,414$3.6M0.08%
134ISHARES TR46428715024,740$3.3M0.07%
135ISHARES TR46428780429,981$3.3M0.07%
136LOWES COS INC54866110713,857$3.1M0.07%
137J P MORGAN EXCHANGE TRADED F46641Q83759,649$3.0M0.07%
138JACOBS SOLUTIONS INCJ22,824$3.0M0.07%
139SCHWAB STRATEGIC TR80852470698,063$3.0M0.07%
140DEERE & CODE5,761$2.9M0.07%
141ISHARES TR46428824044,839$2.7M0.06%
142ABBVIE INCABBV14,637$2.7M0.06%
143COPART INCCPRT55,312$2.7M0.06%
144SELECT SECTOR SPDR TR81369Y20919,499$2.6M0.06%
145BOEING COBA-PA12,412$2.6M0.06%
146AUTOMATIC DATA PROCESSING INADP8,261$2.6M0.06%
147INVESCO QQQ TRIVZ4,603$2.5M0.06%
148QUALCOMM INCQCOM15,617$2.5M0.06%
149ADVANCED MICRO DEVICES INCAMD16,672$2.4M0.05%
150VANGUARD SCOTTSDALE FDS92206C68021,394$2.3M0.05%
151ISHARES TR4642876896,464$2.3M0.05%
152RTX CORPORATIONRTX15,230$2.2M0.05%
153VANGUARD SCOTTSDALE FDS92206C71425,409$2.2M0.05%
154ABBOTT LABSABLZF15,560$2.1M0.05%
155JOHNSON CTLS INTL PLCG5150210519,419$2.1M0.05%
156VANGUARD INDEX FDS9229083633,542$2.0M0.04%
157ZOETIS INCZTS12,372$1.9M0.04%
158COLGATE PALMOLIVE COCL20,519$1.9M0.04%
159PHILIP MORRIS INTL INC7181721099,146$1.7M0.04%
160PAYCHEX INCPAYX11,467$1.7M0.04%
161BLACKROCK INCBLK1,462$1.5M0.03%
162SCHWAB STRATEGIC TR80852420159,285$1.4M0.03%
163PFIZER INCPFE59,434$1.4M0.03%
164VANGUARD INDEX FDS9229087447,915$1.4M0.03%
165SCHWAB STRATEGIC TR80852460755,290$1.4M0.03%
166MASTERCARD INCORPORATEDMA2,434$1.4M0.03%
167KIMBERLY-CLARK CORPKMB10,453$1.4M0.03%
168EMERSON ELEC COEMR10,175$1.4M0.03%
169VANGUARD STAR FDS92190976818,893$1.3M0.03%
170BEAZER HOMES USA INCBZH53,068$1.2M0.03%
171VANGUARD WHITEHALL FDS9219464068,753$1.2M0.03%
172SELECT SECTOR SPDR TR81369Y8034,354$1.1M0.02%
173BRISTOL-MYERS SQUIBB COCELG-RI23,153$1.1M0.02%
174WABTEC9297401084,974$1.0M0.02%
175VERIZON COMMUNICATIONS INCVZ23,616$1.0M0.02%
176VANGUARD INDEX FDS9229087362,310$1.0M0.02%
177ISHARES TR4642872269,906$982,7160.02%
178SCHWAB STRATEGIC TR80852430033,353$974,2310.02%
179CONSTELLATION BRANDS INCSTZ5,842$950,3770.02%
180BALL CORPBALL16,223$909,9490.02%
181SCHWAB STRATEGIC TR80852480540,984$905,7380.02%
182ALTRIA GROUP INCMO15,157$904,1070.02%
183ISHARES TR4642873098,205$903,3710.02%
184SPDR GOLD TRGLD2,915$888,5800.02%
185US BANCORP DELUSB-PS19,189$877,8860.02%
186CVS HEALTH CORPCVS12,627$871,0320.02%
187VERTEX PHARMACEUTICALS INCVRTX1,887$840,0930.02%
188VANGUARD WORLD FD92204A7021,255$832,3490.02%
189VANGUARD SPECIALIZED FUNDS9219088443,996$821,2500.02%
190ISHARES TR4642878465,436$820,1520.02%
191FERRARI N VRACE1,663$816,1010.02%
192F5 INCFFIV2,760$812,3240.02%
193DOLLAR GEN CORP NEW2566771056,901$789,3370.02%
194EPAM SYS INCEPAM4,415$780,6610.02%
195RPM INTL INC7496851037,071$776,6790.02%
196TRUIST FINL CORP89832Q10917,759$763,4600.02%
197IRON MTN INC DEL46284V1017,245$743,1200.02%
198SCHWAB CHARLES CORPSCHW-PJ8,079$737,1670.02%
199SCHWAB STRATEGIC TR80852479726,983$715,0610.02%
200INTEL CORPINTC28,338$634,7760.01%
201WASTE MGMT INC DEL94106L1092,685$614,3680.01%
202ISHARES TR46434V7389,270$613,6740.01%
203ISHARES TR4642884145,759$601,7010.01%
204MICRON TECHNOLOGY INCMU4,845$597,1050.01%
205ISHARES GOLD TRIAU9,238$576,0820.01%
206ISHARES TR4642886614,829$575,0860.01%
207GENERAL MTRS CO37045V10011,639$572,7560.01%
208SPROTT PHYSICAL GOLD TRSII22,225$563,4040.01%
209APTIV PLCAPTV8,103$552,7870.01%
210WEC ENERGY GROUP INCWEC5,152$536,8390.01%
211GOLDMAN SACHS GROUP INCGSCE755$534,4810.01%
212NERDWALLET INCNRDS48,278$529,6100.01%
213FERGUSON ENTERPRISES INCFERG2,401$524,8110.01%
214LAUDER ESTEE COS INC5184391046,407$517,6860.01%
215HUMANA INCHUM2,073$508,6420.01%
216J P MORGAN EXCHANGE TRADED F46641Q3328,632$490,7300.01%
217WILLIAMS COS INC9694571007,620$478,6130.01%
218ACUITY INCAYI1,600$477,3720.01%
219SCHWAB STRATEGIC TR80852483920,527$477,0480.01%
220DIMENSIONAL ETF TRUST25434V72411,204$473,7060.01%
221OCCIDENTAL PETE CORP67459910511,054$467,0110.01%
222TAIWAN SEMICONDUCTOR MFG LTD8740391002,011$457,0330.01%
223MARRIOTT INTL INC NEW5719032021,670$456,3180.01%
224ISHARES TR46432F3392,475$452,4800.01%
225DIMENSIONAL ETF TRUST25434V4016,705$449,3700.01%
226ROCKET LAB CORPRKLB12,119$433,4970.01%
227WEYERHAEUSER CO MTN BEWY16,221$416,7150.01%
228DIMENSIONAL ETF TRUST25434V83111,512$409,3670.01%
229AUTOZONE INCAZO110$408,3460.01%
230LOCKHEED MARTIN CORPLMT873$404,3220.01%
231DIGITAL RLTY TR INC2538681032,311$402,8770.01%
232AFLAC INCAFL3,807$401,4870.01%
233WELLTOWER INCWELL2,582$396,9310.01%
234VANGUARD INDEX FDS9229085534,398$391,6860.01%
2353M COMMM2,460$374,5110.01%
236GLOBAL X FDS37954Y3437,437$373,3380.01%
237AIR PRODS & CHEMS INCAIIR1,314$370,6270.01%
238OMEROS CORPOMER121,438$364,3140.01%
239ENTERPRISE PRODS PARTNERS L29379210711,707$363,0350.01%
240HERITAGE FINL CORP WASH42722X10615,227$363,0120.01%
241INTUITIVE SURGICAL INCISRG653$354,8470.01%
242ISHARES TR46428844810,087$348,1030.01%
243FIDELITY COVINGTON TRUST3160928735,316$344,5300.01%
244KINDER MORGAN INC DELEP-PC11,676$343,2750.01%
245VANGUARD INDEX FDS9229086521,775$342,0160.01%
246TRANE TECHNOLOGIES PLCTT780$341,1800.01%
247SELECT SECTOR SPDR TR81369Y5064,010$340,0890.01%
248WAFD INCWAFDP11,472$335,9090.01%
249SPDR SERIES TRUST78468R7887,911$335,7430.01%
250GENERAL MLS INC3703341046,232$322,9020.01%
251ISHARES TR4642871011,049$319,2640.01%
252SCHWAB STRATEGIC TR80852486212,726$310,2600.01%
253PAYPAL HLDGS INCPYPL4,163$309,3950.01%
254GENERAL DYNAMICS CORPGD1,059$308,8680.01%
255NORTHROP GRUMMAN CORPNOC614$306,9880.01%
256AMENTUM HOLDINGS INCAMTM12,874$303,9500.01%
257ISHARES TR4642871762,736$301,0510.01%
258SPROTT PHYSICAL SILVER TRSII24,300$297,4320.01%
259KROGER COKR4,118$295,3850.01%
260SCHWAB STRATEGIC TR80852410212,340$294,0620.01%
261ISHARES TR46432F8423,484$290,8500.01%
262NOVO-NORDISK A SNONOF4,153$286,6410.01%
263AMERICAN CENTY ETF TR0250728773,131$285,2350.01%
264CENCORA INCCOR948$284,2580.01%
265ISHARES TR4642877625,026$283,8690.01%
266MANHATTAN ASSOCIATES INCMANH1,423$281,0000.01%
267COMCAST CORP NEWCCZ7,813$278,8320.01%
268ZILLOW GROUP INCZ3,997$273,7550.01%
269SPDR SERIES TRUST78464A1021,130$268,1270.01%
270BANNER CORPBANR4,175$267,8270.01%
271VANGUARD BD INDEX FDS92203C3035,186$258,6000.01%
272ISHARES TR4642874402,676$256,2810.01%
273ISHARES TR46429B6972,700$253,4490.01%
274VERALTO CORPVLTO2,418$244,3640.01%
275ZILLOW GROUP INCZ3,476$243,4940.01%
276SAP SESAPGF800$243,2800.01%
277SOUTHERN COSOMN2,588$237,6400.01%
278CME GROUP INCCME833$229,5920.01%
279CLOROX CO DELCLX1,886$226,4530.01%
280AT&T INCT-PC7,761$224,6120.00%
281WISDOMTREE TRWT4,464$223,7360.00%
282VANGUARD WORLD FD9219107331,998$219,0610.00%
283ISHARES TR46434V8604,290$217,2890.00%
284S&P GLOBAL INCSPGI411$216,7170.00%
285TIMBERLAND BANCORP INCTSBK6,866$214,2200.00%
286WILLIAMS SONOMA INCWSM1,304$213,0350.00%
287INVESCO EXCHANGE TRADED FD TIVZ5,176$210,5120.00%
288INVESCO EXCHANGE TRADED FD TIVZ4,310$210,1220.00%
289BECTON DICKINSON & COBDX1,218$209,8380.00%
290EBAY INC.EBAY2,750$204,7650.00%
291PUBLIC STORAGE OPER COPSA-PS697$204,5140.00%
292RIVERVIEW BANCORP INCRVSB23,533$129,4320.00%
293EATON VANCE TAX-MANAGED GLOBETN10,896$95,3400.00%
294WIPRO LTDWIT12,000$36,2400.00%
295ONCOLYTICS BIOTECH INCONCY40,000$30,9200.00%
296NAUTILUS BIOTECHNOLOGY INCNAUT30,000$21,7470.00%