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Portfolio (Quarterly) Guide ↗

Badgley Phelps Wealth Managers, LLC

· CIK 0001895362
13F Portfolio $5.7B AUM 333 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 333 New
Page 17 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ONEQ FIDELITY COMWLTH TR 2,146.0 $222K 0.00% NEW $103.22 +0.5%
322 IJT ISHARES TR 1,222.0 $218K 0.00% NEW $178.54 -1.9%
323 DON WISDOMTREE TR 3,816.0 $216K 0.00% NEW $56.52 +3.3%
324 SPACE EXPLORATION TECHN CORP 1,251.0 $214K 0.00% NEW $170.86
325 AEP AMERICAN ELEC PWR CO INC Utilities 1,537.0 $210K 0.00% NEW $136.83 -7.7%
326 TTD THE TRADE DESK INC Technology 11,491.0 $208K 0.00% NEW $18.08 -25.1%
327 SPDW SPDR INDEX SHS FDS 4,108.0 $207K 0.00% NEW $50.39 +2.5%
328 ESGU ISHARES TR 1,230.0 $201K 0.00% NEW $163.67 +2.9%
329 NRDS NERDWALLET INC Financial Services 16,186.0 $150K 0.00% NEW $9.25 +9.4%
330 RVSB RIVERVIEW BANCORP INC Financial Services 22,547.0 $122K 0.00% NEW $5.43 -6.3%
331 NAUT NAUTILUS BIOTECHNOLOGY INC Healthcare 30,000.0 $56K 0.00% NEW $1.87 -51.8%
332 ONCY ONCOLYTICS BIOTECH INC Healthcare 40,000.0 $38K 0.00% NEW $0.95 -12.5%
333 WIT WIPRO LTD Technology 12,000.0 $27K NEW $2.25 -13.3%
Page 17 of 17  ·  333 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.4%
Financial Services 10.9%
Consumer Cyclical 10.3%
Industrials 9.6%
Healthcare 9.0%
Communication Services 8.9%
Consumer Defensive 6.2%
Energy 2.7%
Basic Materials 2.0%
Utilities 1.8%