Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BADGLEY PHELPS & BELL INC (CIK 915325) reported $2.69B across 220 reported positions in its SEC 13F filing for 2021-06-30. Largest positions: EFA ($134.0M, 4.97%), MSFT ($111.2M, 4.12%), AAPL ($95.3M, 3.54%), VB ($81.8M, 3.03%), AMZN ($79.9M, 2.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EFA | iShares MSCI EAFE ETF | $134.0M | 4.97% | 1.7M | Added |
| 2 | MSFT | Microsoft | $111.2M | 4.12% | 410,303 | Added |
| 3 | AAPL | Apple | $95.3M | 3.54% | 696,139 | Added |
| 4 | VB | Vanguard Small Cap ETF | $81.8M | 3.03% | 362,933 | Added |
| 5 | AMZN | Amazon.com | $79.9M | 2.97% | 23,228 | Added |
| 6 | IJH | iShares Core S&P Mid-Cap ETF | $66.4M | 2.47% | 247,262 | Added |
| 7 | VEA | Vanguard FTSE Developed Market | $65.4M | 2.43% | 1.3M | Added |
| 8 | IWN | iShares Russell 2000 Value Ind | $56.3M | 2.09% | 339,471 | Added |
| 9 | VV | Vanguard Large Cap ETF | $53.4M | 1.98% | 266,217 | Added |
| 10 | VWO | Vanguard FTSE Emerging Markets | $51.7M | 1.92% | 951,248 | Added |
| 11 | IWO | iShares Russell 2000 Growth In | $51.6M | 1.91% | 165,392 | Added |
| 12 | JPM | JPMorgan Chase | $44.3M | 1.65% | 285,094 | Added |
| 13 | PYPL | PayPal Holdings | $43.4M | 1.61% | 149,064 | Added |
| 14 | V | VISA Class A | $40.2M | 1.49% | 171,764 | Added |
| 15 | DHR | Danaher | $36.2M | 1.34% | 134,851 | Added |
| 16 | UPS | United Parcel Service | $36.0M | 1.33% | 172,944 | Added |
| 17 | META | $34.1M | 1.27% | 98,078 | Added | |
| 18 | MS | Morgan Stanley | $33.1M | 1.23% | 360,834 | Added |
| 19 | SPIB | SPDR Portfolio Intermediate Te | $32.9M | 1.22% | 897,032 | Added |
| 20 | GOOGL | Alphabet | $32.1M | 1.19% | 13,131 | Added |
| 21 | COST | Costco Wholesale | $30.4M | 1.13% | 76,781 | Added |
| 22 | LRCX | LAM Research | $30.2M | 1.12% | 46,398 | Added |
| 23 | NVDA | NVIDIA | $29.3M | 1.09% | 36,572 | Added |
| 24 | DIS | Walt Disney | $28.9M | 1.07% | 164,348 | Added |
| 25 | TMO | Thermo Fisher Scientific | $28.4M | 1.05% | 56,200 | Added |
Source: SEC Form 13F filings · as of 2021-06-30