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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 Q4 2025 · Filed January 28, 2026 · Accession 0001895362-26-000002

Total Value
$5.46B
Positions
327
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (327)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT686,132$331.8M6.08%
2APPLE INCAAPL979,816$266.4M4.88%
3NVIDIA CORPORATIONNVDA1,390,053$259.2M4.75%
4ISHARES TR4642874652,261,770$217.2M3.98%
5VANGUARD INDEX FDS922908751765,825$197.5M3.62%
6AMAZON COM INCAMZN671,032$154.9M2.84%
7VANGUARD INTL EQUITY INDEX F9220428582,416,439$129.9M2.38%
8ISHARES TR4642875071,787,803$118.0M2.16%
9VANGUARD TAX-MANAGED FDS9219438581,822,448$113.8M2.09%
10ALPHABET INCGOOG363,083$113.6M2.08%
11ELI LILLY & COLLY103,516$111.2M2.04%
12JPMORGAN CHASE & CO.VYLD321,602$103.6M1.90%
13ALPHABET INCGOOG328,627$103.1M1.89%
14VANGUARD SCOTTSDALE FDS92206C7061,457,143$87.3M1.60%
15META PLATFORMS INCMETA131,450$86.8M1.59%
16COSTCO WHSL CORP NEW22160K10591,034$78.5M1.44%
17BERKSHIRE HATHAWAY INC DELBRK-A149,371$75.1M1.38%
18ISHARES TR464287648223,021$72.0M1.32%
19VISA INCV203,025$71.2M1.30%
20ISHARES TR464287630386,692$70.1M1.28%
21ISHARES TR464287499684,261$65.9M1.21%
22BROADCOM INCAVGO186,902$64.7M1.18%
23ISHARES TR464287598284,280$59.8M1.10%
24ISHARES TR464287655240,746$59.3M1.09%
25ISHARES TR464287614119,684$56.6M1.04%
26MORGAN STANLEYMS-PQ295,948$52.5M0.96%
27LAM RESEARCH CORPLRCX304,534$52.2M0.96%
28SPDR SERIES TRUST78464A854645,628$51.8M0.95%
29VANGUARD INDEX FDS922908637158,440$49.9M0.91%
30BOOKING HOLDINGS INCBKNG8,947$47.9M0.88%
31WALMART INCWMT409,667$45.6M0.84%
32COLUMBIA SPORTSWEAR COCOLM768,830$42.4M0.78%
33CATERPILLAR INCCAT71,597$41.0M0.75%
34LINDE PLCLIN95,869$40.9M0.75%
35VANGUARD BD INDEX FDS921937819513,513$40.0M0.73%
36JOHNSON & JOHNSONJNJ188,631$39.0M0.71%
37BANK AMERICA CORP060505104706,499$38.9M0.71%
38CISCO SYS INCCSCO477,576$36.8M0.67%
39HOME DEPOT INCHD105,559$36.3M0.67%
40SERVICENOW INCNOW224,120$34.3M0.63%
41ISHARES TR464287481240,319$32.9M0.60%
42INVESCO EXCHANGE TRADED FD TIVZ170,347$32.6M0.60%
43DANAHER CORPORATION235851102140,047$32.1M0.59%
44PALO ALTO NETWORKS INCPANW172,361$31.7M0.58%
45PARKER-HANNIFIN CORPPH35,782$31.5M0.58%
46THERMO FISHER SCIENTIFIC INCTMO52,349$30.3M0.56%
47TESLA INCTSLA67,053$30.2M0.55%
48SALESFORCE INCCRM113,135$30.0M0.55%
49PROCTER AND GAMBLE CO742718109205,362$29.4M0.54%
50VANGUARD SCOTTSDALE FDS92206C870337,926$28.3M0.52%
51STRYKER CORPORATIONSYK79,233$27.9M0.51%
52PROLOGIS INC.PLDGP214,002$27.3M0.50%
53MCKESSON CORPMCK31,033$25.5M0.47%
54VALERO ENERGY CORPVLO154,856$25.2M0.46%
55ORACLE CORPORCL-PD128,816$25.1M0.46%
56NISOURCE INCNI592,980$24.8M0.45%
57ISHARES TR464287473171,939$24.3M0.44%
58CHUBB LIMITEDCB76,239$23.9M0.44%
59MARSH & MCLENNAN COS INC571748102126,911$23.5M0.43%
60COCA COLA COKO331,941$23.2M0.43%
61UNION PAC CORPUNP100,145$23.2M0.42%
62GE AEROSPACE36960430171,277$22.0M0.40%
63MEDTRONIC PLCMDT226,669$21.9M0.40%
64APPLIED MATLS INC03822210583,127$21.4M0.39%
65CROWN HLDGS INCCCK206,215$21.2M0.39%
66SPDR S&P 500 ETF TRSPY29,883$20.4M0.37%
67KKR & CO INCKKRT157,613$20.1M0.37%
68CHEVRON CORP NEWCVX130,996$20.0M0.37%
69J P MORGAN EXCHANGE TRADED F46641Q134255,467$19.1M0.35%
70ISHARES TR46428762251,203$19.1M0.35%
71OREILLY AUTOMOTIVE INC67103H107205,837$18.8M0.34%
72QUANTA SVCS INC74762E10243,876$18.5M0.34%
73MCDONALDS CORPMCD60,221$18.4M0.34%
74NEXTERA ENERGY INCNEE-PW229,155$18.4M0.34%
75HONEYWELL INTL INC43851610692,539$18.1M0.33%
76RTX CORPORATIONRTX98,168$18.0M0.33%
77PACCAR INCPCAR158,086$17.5M0.32%
78TJX COS INC NEW872540109112,086$17.2M0.32%
79EOG RES INCEOG162,527$17.1M0.31%
80ADOBE INCADBE47,993$16.8M0.31%
81BARCLAYS BANK PLCVXZ443,874$16.7M0.31%
82MONDELEZ INTL INC609207105306,100$16.6M0.30%
83L3HARRIS TECHNOLOGIES INCLHX56,509$16.6M0.30%
84DISNEY WALT CO254687106141,036$16.1M0.30%
85UNITED RENTALS INCURI19,575$15.8M0.29%
86ECOLAB INCECL60,096$15.8M0.29%
87MASTERCARD INCORPORATEDMA26,414$15.1M0.28%
88GILEAD SCIENCES INCGILD122,292$15.0M0.27%
89PEPSICO INCPEP103,071$14.9M0.27%
90INTERNATIONAL BUSINESS MACHSINTR49,797$14.8M0.27%
91SHERWIN WILLIAMS COSHW45,197$14.6M0.27%
92VANGUARD INTL EQUITY INDEX F922042775197,001$14.5M0.27%
93NETFLIX INCNFLX153,472$14.4M0.26%
94J P MORGAN EXCHANGE TRADED F46641Q233248,517$14.0M0.26%
95EATON CORP PLCETN43,855$14.0M0.26%
96EXXON MOBIL CORPXOM115,467$13.9M0.25%
97SCHWAB CHARLES CORPSCHW-PJ138,624$13.8M0.25%
98VANGUARD INDEX FDS92290876940,991$13.7M0.25%
99INTUITIVE SURGICAL INCISRG22,794$12.9M0.24%
100UNITED PARCEL SERVICE INCUPS129,268$12.8M0.23%
101MERCK & CO INCMRK119,662$12.7M0.23%
102COGNIZANT TECHNOLOGY SOLUTIOCTSH150,802$12.5M0.23%
103VERTIV HOLDINGS COVRT77,150$12.5M0.23%
104SYNOPSYS INCSNPS26,027$12.2M0.22%
105TRIMBLE INCTRMB155,149$12.2M0.22%
106MONSTER BEVERAGE CORP NEWMNST157,454$12.1M0.22%
107ISHARES TR464288612110,120$11.8M0.22%
108COSTAR GROUP INCCSGP166,253$11.2M0.20%
109UNITEDHEALTH GROUP INCUNH33,326$11.0M0.20%
110AMERICAN TOWER CORP NEW03027X10061,763$10.9M0.20%
111ISHARES TR464287234195,990$10.7M0.20%
112MARVELL TECHNOLOGY INCMRVL125,051$10.6M0.19%
113BOSTON SCIENTIFIC CORPBSX109,712$10.5M0.19%
114CINTAS CORPCTAS49,450$9.3M0.17%
115GE HEALTHCARE TECHNOLOGIES IGEHC110,181$9.0M0.17%
116UBER TECHNOLOGIES INCUBER102,395$8.4M0.15%
117BERKSHIRE HATHAWAY INC DELBRK-A11$8.3M0.15%
118TEXAS INSTRS INC88250810447,015$8.2M0.15%
119AMPHENOL CORP NEW03209510160,236$8.2M0.15%
120PUBLIC SVC ENTERPRISE GRP IN74457310699,317$8.0M0.15%
121ISHARES TR46428720011,293$7.7M0.14%
122T-MOBILE US INCTMUSZ35,587$7.2M0.13%
123S&P GLOBAL INCSPGI13,622$7.1M0.13%
124SPDR S&P MIDCAP 400 ETF TRMDY11,478$6.9M0.13%
125METLIFE INCMET-PF85,581$6.8M0.12%
126TD SYNNEX CORPORATIONSNX44,634$6.7M0.12%
127BECTON DICKINSON & COBDX31,373$6.1M0.11%
128FORTIVE CORPFTV109,386$6.0M0.11%
129THE CIGNA GROUP12552310021,593$5.9M0.11%
130SPDR SERIES TRUST78464A474186,605$5.6M0.10%
131VANGUARD SCOTTSDALE FDS92206C71461,041$5.6M0.10%
132STARBUCKS CORPSBUX61,117$5.1M0.09%
133EQUINIX INCEQIX6,339$4.9M0.09%
134AMGEN INCAMGN14,808$4.8M0.09%
135GUIDEWIRE SOFTWARE INCGWRE23,841$4.8M0.09%
136NIKE INCNKE74,033$4.7M0.09%
137LENNAR CORPLEN-B45,625$4.7M0.09%
138OMEROS CORPOMER263,556$4.5M0.08%
139VANGUARD INDEX FDS92290862915,017$4.4M0.08%
140AMERICAN EXPRESS COAXP11,296$4.2M0.08%
141FISERV INCFISV60,326$4.1M0.07%
142SPDR SERIES TRUST78464A76328,195$3.9M0.07%
143SYSCO CORPSYY49,955$3.7M0.07%
144ISHARES TR46428780430,509$3.7M0.07%
145ISHARES TR46428715024,611$3.7M0.07%
146VANGUARD WORLD FD92204A7024,783$3.6M0.07%
147INVESCO QQQ TRIVZ5,537$3.4M0.06%
148LOWES COS INC54866110713,957$3.4M0.06%
149ABBVIE INCABBV14,616$3.3M0.06%
150ADVANCED MICRO DEVICES INCAMD14,686$3.1M0.06%
151VANGUARD INDEX FDS9229083634,935$3.1M0.06%
152SELECT SECTOR SPDR TR81369Y20919,928$3.1M0.06%
153VANGUARD SCOTTSDALE FDS92206C68025,149$3.1M0.06%
154ISHARES TR46428824044,407$3.0M0.05%
155BOEING COBA-PA13,670$3.0M0.05%
156SCHWAB STRATEGIC TR80852470689,637$2.9M0.05%
157ACCENTURE PLC IRELANDACN10,717$2.9M0.05%
158REMITLY GLOBAL INCRELY208,247$2.9M0.05%
159QUALCOMM INCQCOM15,498$2.7M0.05%
160DEERE & CODE5,621$2.6M0.05%
161ISHARES TR4642876896,776$2.6M0.05%
162JOHNSON CTLS INTL PLCG5150210519,373$2.3M0.04%
163AUTOMATIC DATA PROCESSING INADP8,281$2.1M0.04%
164COPART INCCPRT53,813$2.1M0.04%
165VANGUARD WORLD FD92204A5047,113$2.0M0.04%
166SPDR GOLD TRGLD5,074$2.0M0.04%
167ABBOTT LABSABLZF15,334$1.9M0.04%
168JACOBS SOLUTIONS INCJ14,194$1.9M0.03%
169J P MORGAN EXCHANGE TRADED F46641Q83736,242$1.8M0.03%
170VANGUARD INDEX FDS9229087449,212$1.8M0.03%
171VANECK ETF TRUST92189F6764,813$1.7M0.03%
172BLACKROCK INCBLK1,558$1.7M0.03%
173SCHWAB STRATEGIC TR80852420158,060$1.6M0.03%
174VANGUARD STAR FDS92190976820,473$1.5M0.03%
175PFIZER INCPFE57,809$1.4M0.03%
176SCHWAB STRATEGIC TR80852460750,389$1.4M0.03%
177SELECT SECTOR SPDR TR81369Y8039,902$1.4M0.03%
178PHILIP MORRIS INTL INC7181721098,657$1.4M0.03%
179COLGATE PALMOLIVE COCL17,355$1.4M0.03%
180EMERSON ELEC COEMR10,252$1.4M0.02%
181BRISTOL-MYERS SQUIBB COCELG-RI23,917$1.3M0.02%
182PAYCHEX INCPAYX11,336$1.3M0.02%
183MICRON TECHNOLOGY INCMU4,421$1.3M0.02%
184ZOETIS INCZTS10,020$1.3M0.02%
185ISHARES TR46428985914,009$1.3M0.02%
186VANGUARD WHITEHALL FDS9219464068,736$1.3M0.02%
187VANGUARD INDEX FDS9229087362,381$1.2M0.02%
188SCHWAB STRATEGIC TR80852430033,031$1.1M0.02%
189BEAZER HOMES USA INCBZH53,068$1.1M0.02%
190KIMBERLY-CLARK CORPKMB10,422$1.1M0.02%
191WABTEC9297401084,977$1.1M0.02%
192ROCKET LAB CORPRKLB15,157$1.1M0.02%
193SOLSTICE ADVANCED MATLS INC83443Q10321,308$1.0M0.02%
194INTEL CORPINTC27,918$1.0M0.02%
195ISHARES TR46428722610,279$1.0M0.02%
196VANGUARD SPECIALIZED FUNDS9219088444,576$1.0M0.02%
197CVS HEALTH CORPCVS12,639$1.0M0.02%
198SCHWAB STRATEGIC TR80852480541,014$985,9700.02%
199US BANCORP DELUSB-PS17,745$956,0880.02%
200GENERAL MTRS CO37045V10011,579$941,6050.02%
201VERIZON COMMUNICATIONS INCVZ22,983$936,0980.02%
202DOLLAR GEN CORP NEW2566771056,901$916,2460.02%
203EPAM SYS INCEPAM4,415$904,5460.02%
204ISHARES TR4642878465,436$901,3440.02%
205TRUIST FINL CORP89832Q10917,759$873,9210.02%
206VERTEX PHARMACEUTICALS INCVRTX1,887$855,4910.02%
207SCHWAB STRATEGIC TR80852479730,676$841,4360.02%
208BALL CORPBALL15,794$836,6090.02%
209ISHARES GOLD TRIAU10,136$822,7400.02%
210SPROTT ASSET MANAGEMENT LPSII24,544$810,4430.01%
211CONSTELLATION BRANDS INCSTZ5,470$754,6420.01%
212ALTRIA GROUP INCMO12,315$723,1290.01%
213VANGUARD WORLD FD9219107335,962$721,1640.01%
214TAIWAN SEMICONDUCTOR MFG LTD8740391002,364$720,3180.01%
215RPM INTL INC7496851036,708$697,6320.01%
216GOLDMAN SACHS GROUP INCGSCE772$678,7490.01%
217F5 INCFFIV2,651$676,6950.01%
218LAUDER ESTEE COS INC5184391046,407$670,9420.01%
219ISHARES TR46434V7389,276$658,4300.01%
220INTERCONTINENTAL EXCHANGE IN45866F1043,977$644,1150.01%
221HERITAGE FINL CORP WASH42722X10627,115$641,2710.01%
222WASTE MGMT INC DEL94106L1092,773$609,2080.01%
223FERRARI N VRACE1,635$604,2310.01%
224APTIV PLCAPTV7,866$598,5240.01%
225SPROTT ASSET MANAGEMENT LPSII25,182$595,5550.01%
226IRON MTN INC DEL46284V1017,095$594,6610.01%
227ROCKWELL AUTOMATION INCROK1,461$568,4320.01%
228VANGUARD WORLD FD92204A8763,010$557,0020.01%
229GRAYSCALE BITCOIN TRUST ETFGBTC8,080$552,3500.01%
230ACUITY INCAYI1,532$551,6150.01%
231OCCIDENTAL PETE CORP67459910513,063$539,7490.01%
232ISHARES TR4642873094,340$534,9490.01%
233HUMANA INCHUM2,068$531,5080.01%
234FERGUSON ENTERPRISES INCFERG2,366$526,7430.01%
235ISHARES TR46432F3392,621$520,5840.01%
236VANGUARD INDEX FDS9229086112,391$506,3900.01%
237DIMENSIONAL ETF TRUST25434V72410,860$505,9680.01%
238MARRIOTT INTL INC NEW5719032021,620$502,6840.01%
239DIMENSIONAL ETF TRUST25434V4016,705$497,3100.01%
240WILLIAMS COS INC9694571008,170$491,0990.01%
241SCHWAB STRATEGIC TR80852483920,976$490,2100.01%
242WEC ENERGY GROUP INCWEC4,596$484,6950.01%
243VANGUARD INDEX FDS9229085122,731$484,3980.01%
244ARISTA NETWORKS INCANET3,667$480,4880.01%
245WELLTOWER INCWELL2,571$477,2040.01%
246ISHARES TR4642884144,400$471,2840.01%
2473M COMMM2,898$464,0370.01%
248GLACIER BANCORP INC NEWGBCI10,484$461,8220.01%
249SELECT SECTOR SPDR TR81369Y8523,800$447,3660.01%
250AFLAC INCAFL4,028$444,1680.01%
251SPDR SERIES TRUST78464A4094,126$440,2400.01%
252DIMENSIONAL ETF TRUST25434V83111,512$437,8020.01%
253NERDWALLET INCNRDS32,278$437,3670.01%
254LOCKHEED MARTIN CORPLMT902$436,2710.01%
255VANGUARD INDEX FDS9229085534,423$391,4110.01%
256SPDR DOW JONES INDL AVERAGE78467X109813$391,3940.01%
257FIDELITY COVINGTON TRUST3160928735,316$389,5570.01%
258CROWDSTRIKE HLDGS INCCRWD827$387,6650.01%
259ENTERPRISE PRODS PARTNERS L29379210711,707$375,3270.01%
260VANGUARD INDEX FDS9229086521,775$371,1400.01%
261ISHARES TR4642884489,387$370,3180.01%
262GLOBAL X FDS37954Y3437,437$360,0260.01%
263ISHARES TR4642871011,049$359,7760.01%
264ISHARES TR4642877625,526$359,7430.01%
265GENERAL DYNAMICS CORPGD1,054$354,8400.01%
266AUTOZONE INCAZO103$349,3250.01%
267NORTHROP GRUMMAN CORPNOC612$348,9690.01%
268PROSHARES TR74347X8643,000$347,2800.01%
269AIR PRODS & CHEMS INCAIIR1,403$346,5700.01%
270SPDR SERIES TRUST78468R7887,911$342,1510.01%
271ISHARES TR46432F8423,737$334,3180.01%
272ISHARES TR4642887601,554$333,6290.01%
273DIGITAL RLTY TR INC2538681032,135$332,4550.01%
274CENCORA INCCOR948$320,1870.01%
275AMERICAN CENTY ETF TR0250728773,131$319,3000.01%
276WEYERHAEUSER CO MTN BEWY13,411$317,6990.01%
277GE VERNOVA INCGEV484$316,3290.01%
278KINDER MORGAN INC DELEP-PC11,493$315,9430.01%
279SELECT SECTOR SPDR TR81369Y5067,060$315,6530.01%
280SPDR SERIES TRUST78464A1021,130$314,0050.01%
281ISHARES INC46434G1034,486$301,5650.01%
282J P MORGAN EXCHANGE TRADED F46641Q3325,232$300,7050.01%
283SCHWAB STRATEGIC TR80852486212,283$299,3370.01%
284SCHWAB STRATEGIC TR80852410211,353$297,7920.01%
285GENERAL MLS INC3703341046,129$285,0160.01%
286TRANE TECHNOLOGIES PLCTT720$280,2240.01%
287ISHARES TR46429B6972,973$279,9380.01%
288SHELL PLCRYDAF3,779$277,6820.01%
289AMERICAN ELEC PWR CO INC0255371012,387$275,2860.01%
290SPDR SERIES TRUST78464A3757,948$268,7220.00%
291ISHARES TR4642871762,410$264,8990.00%
292YUM BRANDS INCYUM1,716$259,5970.00%
293VANGUARD BD INDEX FDS92203C3035,186$258,4710.00%
294BANNER CORPBANR4,099$256,8440.00%
295SAP SESAPGF1,050$255,0560.00%
296INVESCO EXCHANGE TRADED FD TIVZ4,823$252,8860.00%
297ISHARES SILVER TRSLV3,874$249,5640.00%
298VANGUARD WORLD FD92204A3061,972$248,3150.00%
299TIMBERLAND BANCORP INCTSBK6,866$245,8030.00%
300PAYPAL HLDGS INCPYPL4,192$244,7290.00%
301EBAY INC.EBAY2,783$242,4000.00%
302SELECT SECTOR SPDR TR81369Y6054,351$238,3280.00%
303APPLOVIN CORPAPP353$237,8590.00%
304INVESCO EXCHANGE TRADED FD TIVZ5,175$237,4810.00%
305AMENTUM HOLDINGS INCAMTM8,155$236,4950.00%
306NOVARTIS AGNVSEF1,695$233,6900.00%
307WILLIAMS SONOMA INCWSM1,304$232,8820.00%
308SCHWAB STRATEGIC TR8085244097,707$228,2050.00%
309ASML HOLDING N VASMLF211$225,7410.00%
310CME GROUP INCCME823$224,7450.00%
311ISHARES TR464287523744$224,0560.00%
312SOUTHERN COSOMN2,536$221,1430.00%
313VERALTO CORPVLTO2,156$215,4140.00%
314ING GROEP N.V.INGVF7,600$212,8000.00%
315MARATHON PETE CORPMARA1,290$209,7930.00%
316NORFOLK SOUTHN CORP655844108725$209,3220.00%
317VANGUARD CHARLOTTE FDS92203J4074,330$209,2440.00%
318ISHARES TR46434V8604,140$208,9050.00%
319VANGUARD INTL EQUITY INDEX F9220428742,494$208,5240.00%
320PULTE GROUP INC7458671011,754$206,1310.00%
321AMERICAN CENTY ETF TR0250723492,655$201,1700.00%
322ISHARES TR4642885132,481$200,0440.00%
323RIVERVIEW BANCORP INCRVSB22,547$113,1860.00%
324EATON VANCE TAX-MANAGED GLOBETN10,279$97,9590.00%
325NAUTILUS BIOTECHNOLOGY INCNAUT30,000$58,5000.00%
326ONCOLYTICS BIOTECH INCONCY40,000$34,9600.00%
327WIPRO LTDWIT12,000$34,0800.00%