Badgley Phelps Wealth Managers, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-30
Total Holdings
299
Total Value
4142234691
Accession Number
0001895362-25-000004
Form Type
13F-HR
CIK
0001895362
Manager Name
Badgley Phelps Wealth Managers, LLC
Data Enrichment
87% identified
259 identified40 unidentified

Holdings

299 positions
Manager:
SEC
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Page 11 of 15
IRON MOUNTAIN INC
IRM|46284V101
Shares:
7270(-1.7%)
Value:
$625.5M(-20.0%)
WASTE MANAGEMENT INC
WM|94106L109
Shares:
2666(-0.3%)
Value:
$617.2M(+14.3%)
DOLLAR GENERAL CORP
DG|256677105
Shares:
6904(+0.0%)
Value:
$607.1M(+16.0%)
46434V738
46434V738
Shares:
9285(+0.0%)
Value:
$558.5M(+11.4%)
General Motors Co
GM|37045V100
Shares:
11702(+0.2%)
Value:
$550.3M(-11.6%)
HUMANA INC
HUM|444859102
Shares:
2074(+0.5%)
Value:
$548.9M(+4.8%)
OCCIDENTAL PETROLEUM CORP /DE/
OXY|674599105
Shares:
11052(+0.0%)
Value:
$548.2M(-0.1%)
464288661
464288661
Shares:
4629(+0.0%)
Value:
$546.8M(+2.2%)
464285204
464285204
Shares:
9238(+0.0%)
Value:
$544.7M(+19.1%)
85207H104
85207H104
Shares:
21625(+0.0%)
Value:
$520.3M(+19.5%)
WEC ENERGY GROUP, INC.
WEC|92939U106
Shares:
4696(+0.0%)
Value:
$511.8M(+15.9%)
NERDWALLET, INC.
NRDS|64082B102
Shares:
56278(+0.0%)
Value:
$509.3M(-31.9%)
Aptiv PLC
APTV|G3265R107
Shares:
8199(-5.2%)
Value:
$487.8M(-6.8%)
78464A805
78464A805
Shares:
7110(+0.1%)
Value:
$483.6M(-4.7%)
808524839
808524839
Shares:
20527(+6.1%)
Value:
$475.4M(+8.2%)
Ferguson Enterprises Inc. /DE/
FERG|31488V107
Shares:
2935(-38.9%)
Value:
$472.7M(-43.5%)
25434V724
25434V724
Shares:
11204(+0.0%)
Value:
$461.7M(+0.7%)
WEYERHAEUSER CO
WY|962166104
Shares:
15690(-6.8%)
Value:
$459.4M(-3.1%)
WELLTOWER INC.
WELL|95040Q104
Shares:
2972(+4.1%)
Value:
$455.3M(+26.6%)
Air Products & Chemicals, Inc.
APD|009158106
Shares:
1530(+0.8%)
Value:
$451.2M(+2.5%)