Investments: Badgley Phelps Wealth Managers, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
4.970.174.667 $+627.182.093 $4.344.972.242 $+212.321.898 $4.133.625.217 $+342.338.044 $3.791.726.234 $+3.791.726.234 $
BANK OF AMERICA CORP /DE/BAC2.426.680.134 $+185.696.338 $2.240.983.796 $+103.298.816 $2.137.684.980 $+178.059.477 $1.959.625.503 $+1.959.625.503 $
MICROSOFT CORPMSFT331.827.098 $+16.380.991 $315.446.107 $-8.619.748 $324.065.855 $+81.850.335 $242.215.520 $+242.215.520 $
APPFOLIO INCAPPF266.372.811 $+64.700.745 $201.672.066 $+34.784.476 $166.887.590 $-14.024.013 $180.911.603 $+180.911.603 $
NVIDIA CORPNVDA259.244.846 $+21.306.723 $237.938.123 $+37.536.630 $200.401.493 $+62.163.343 $138.238.150 $+138.238.150 $
ALPHA PRO TECH LTDAPT216.768.384 $+73.313.091 $143.455.293 $+39.126.178 $104.329.115 $+12.380.378 $91.948.737 $+91.948.737 $
AMAZON COM INCAMZN154.887.607 $+22.149.637 $132.737.970 $-402.582 $133.140.552 $+17.397.022 $115.743.530 $+115.743.530 $
ELI LILLY & CoLLY111.246.970 $+47.116.116 $64.130.854 $-2.395.279 $66.526.133 $-5.449.269 $71.975.402 $+71.975.402 $
JPMORGAN CHASE & COJPM103.626.577 $+10.316.725 $93.309.852 $+7.041.931 $86.267.921 $+12.790.485 $73.477.436 $+73.477.436 $
BERKSHIRE HATHAWAY INCBRK-B83.384.134 $+5.301.769 $78.082.365 $+1.289.907 $76.792.458 $-15.666.603 $92.459.061 $+92.459.061 $
COLUMBIA SPORTSWEAR COCOLM42.354.871 $+2.145.037 $40.209.834 $-6.750.332 $46.960.166 $-11.232.613 $58.192.779 $+58.192.779 $
MORGAN STANLEYMS52.539.650 $+6.453.013 $46.086.637 $+5.509.941 $40.576.696 $+6.881.233 $33.695.463 $+33.695.463 $
LAM RESEARCH CORPLRCX52.195.984 $+24.298.530 $27.897.454 $+6.721.922 $21.175.532 $+5.027.556 $16.147.976 $+16.147.976 $
Booking Holdings Inc.BKNG47.914.138 $+12.809.611 $35.104.527 $-2.612.372 $37.716.899 $+7.490.962 $30.225.937 $+30.225.937 $
Walmart Inc.WMT45.640.946 $+4.205.963 $41.434.983 $+2.621.291 $38.813.692 $+3.731.780 $35.081.912 $+35.081.912 $
CATERPILLAR INCCAT41.015.812 $+8.132.259 $32.883.553 $+6.425.646 $26.457.907 $+4.185.953 $22.271.954 $+22.271.954 $
LINDE PLCLIN40.877.584 $+8.479.259 $32.398.325 $+432.153 $31.966.172 $+54.931 $31.911.241 $+31.911.241 $
JOHNSON & JOHNSONJNJ39.037.320 $+15.813.541 $23.223.779 $+4.226.534 $18.997.245 $-581.948 $19.579.193 $+19.579.193 $
ORACLE CORPORCL25.107.609 $-10.969.414 $36.077.023 $+7.433.122 $28.643.901 $+9.982.423 $18.661.478 $+18.661.478 $
PROCTER & GAMBLE CoPG29.430.434 $-3.113.388 $32.543.822 $-1.019.309 $33.563.131 $-2.263.736 $35.826.867 $+35.826.867 $
Palo Alto Networks IncPANW31.748.897 $-2.687.114 $34.436.011 $-203.402 $34.639.413 $+5.673.955 $28.965.458 $+28.965.458 $
Parker-Hannifin CorpPH31.450.947 $+5.350.875 $26.100.072 $+2.327.645 $23.772.427 $+3.387.569 $20.384.858 $+20.384.858 $
STRYKER CORPSYK27.902.571 $+11.161.080 $16.741.491 $-1.238.826 $17.980.317 $+694.688 $17.285.629 $+17.285.629 $
UNITEDHEALTH GROUP INCUNH11.001.196 $+6.611.450 $4.389.746 $-793.276 $5.183.022 $-20.490.821 $25.673.843 $+25.673.843 $
MCKESSON CORPMCK25.480.174 $+2.254.779 $23.225.395 $+1.426.366 $21.799.029 $+2.428.950 $19.370.079 $+19.370.079 $
COCA COLA COKO23.205.989 $+1.401.441 $21.804.548 $-1.331.819 $23.136.367 $-13.925 $23.150.292 $+23.150.292 $
CHEVRON CORPCVX19.965.078 $+263.085 $19.701.993 $+1.015.413 $18.686.580 $-3.316.021 $22.002.601 $+22.002.601 $
GENERAL ELECTRIC COGE21.980.487 $+1.563.364 $20.417.123 $+4.030.388 $16.386.735 $+4.296.774 $12.089.961 $+12.089.961 $
Medtronic plcMDT21.921.112 $+382.022 $21.539.090 $+1.852.092 $19.686.998 $-420.831 $20.107.829 $+20.107.829 $
NETFLIX INCNFLX14.389.535 $-3.475.042 $17.864.577 $-1.021.174 $18.885.751 $+8.170.048 $10.715.703 $+10.715.703 $
MCDONALDS CORPMCD18.405.319 $+1.496.537 $16.908.782 $+931.341 $15.977.441 $-635.176 $16.612.617 $+16.612.617 $
NEXTERA ENERGY INCNEE18.396.537 $+1.857.156 $16.539.381 $+1.267.647 $15.271.734 $-312.884 $15.584.618 $+15.584.618 $
EQUINIX INCEQIX4.856.689 $-1.076.354 $5.933.043 $-11.679.459 $17.612.502 $-762.226 $18.374.728 $+18.374.728 $
PEPSICO INCPEP14.887.213 $+7.713.742 $7.173.471 $-8.723.286 $15.896.757 $-2.135.210 $18.031.967 $+18.031.967 $
RTX CorpRTX18.004.012 $+15.397.624 $2.606.388 $+382.467 $2.223.921 $+164.677 $2.059.244 $+2.059.244 $
PACCAR INCPCAR17.532.655 $+2.122.265 $15.410.390 $+533.525 $14.876.865 $-651.641 $15.528.506 $+15.528.506 $
Walt Disney CoDIS16.139.988 $+78.594 $16.061.394 $-1.330.628 $17.392.022 $+3.591.801 $13.800.221 $+13.800.221 $
BlackRock, Inc.BLK16.479.281 $+543.084 $15.936.197 $+767.549 $15.168.648 $+896.975 $14.271.673 $+14.271.673 $
Eaton Corp plcETN13.968.257 $-2.444.103 $16.412.360 $+975.755 $15.436.605 $+3.735.138 $11.701.467 $+11.701.467 $
SHERWIN WILLIAMS COSHW14.645.185 $-1.005.767 $15.650.952 $+158.548 $15.492.404 $-258.859 $15.751.263 $+15.751.263 $
Mastercard IncMA15.079.401 $+13.715.788 $1.363.613 $-4.322 $1.367.935 $-16.237 $1.384.172 $+1.384.172 $
UNITED PARCEL SERVICE INCUPS12.822.093 $+1.836.310 $10.985.783 $-2.289.745 $13.275.528 $-1.193.767 $14.469.295 $+14.469.295 $
Accenture plcACN2.875.372 $+219.567 $2.655.805 $-1.099.954 $3.755.759 $-10.373.627 $14.129.386 $+14.129.386 $
EXXON MOBIL CORPXOM13.895.252 $+1.966.798 $11.928.454 $+872.529 $11.055.925 $-685.749 $11.741.674 $+11.741.674 $
SCHWAB CHARLES CORPSCHW13.849.967 $+13.088.172 $761.795 $+24.628 $737.167 $+84.827 $652.340 $+652.340 $
SYNOPSYS INCSNPS12.225.403 $-735.459 $12.960.862 $-588.246 $13.549.108 $+2.152.848 $11.396.260 $+11.396.260 $
CINTAS CORPCTAS9.300.063 $-2.966.891 $12.266.954 $-999.160 $13.266.114 $+1.613.796 $11.652.318 $+11.652.318 $
INTUITIVE SURGICAL INCISRG12.909.611 $+3.614.829 $9.294.782 $+8.939.935 $354.847 $+26.482 $328.365 $+328.365 $
Vertiv Holdings CoVRT12.499.073 $+1.221.382 $11.277.691 $+2.351.526 $8.926.165 $+4.507.525 $4.418.640 $+4.418.640 $
Monster Beverage CorpMNST12.071.999 $+12.071.999 $
FISERV INCFISV4.052.099 $+3.429.624 $622.475 $-10.230.218 $10.852.693 $-1.047.615 $11.900.308 $+11.900.308 $
Zoetis Inc.ZTS1.260.683 $-227.499 $1.488.182 $-441.190 $1.929.372 $-9.472.195 $11.401.567 $+11.401.567 $
CHIPOTLE MEXICAN GRILL INCCMG1.005.420 $-10.371.188 $11.376.608 $+1.204.313 $10.172.295 $+10.172.295 $
BOSTON SCIENTIFIC CORPBSX10.461.040 $+43.333 $10.417.707 $-854.758 $11.272.465 $+925.001 $10.347.464 $+10.347.464 $
METLIFE INCMET6.755.765 $-2.123.227 $8.878.992 $+263.516 $8.615.476 $+275.593 $8.339.883 $+8.339.883 $
AMGEN INCAMGN4.846.807 $+423.886 $4.422.921 $+6.935 $4.415.986 $-1.792.583 $6.208.569 $+6.208.569 $
BECTON DICKINSON & COBDX6.088.560 $+5.878.722 $209.838 $-161.289 $371.127 $+371.127 $
Fortive CorpFTV6.039.202 $+6.039.202 $
STARBUCKS CORPSBUX5.146.652 $+486.826 $4.659.826 $-437.533 $5.097.359 $-296.562 $5.393.921 $+5.393.921 $
NICOLET BANKSHARES INCNIC4.738.758 $+1.098.521 $3.640.237 $-93.370 $3.733.607 $+333.443 $3.400.164 $+3.400.164 $
OMEROS CORPOMER4.526.575 $+3.445.995 $1.080.580 $+716.266 $364.314 $-1.655.620 $2.019.934 $+2.019.934 $
AMERICAN EXPRESS COAXP4.178.956 $+396.982 $3.781.974 $+141.136 $3.640.838 $+569.901 $3.070.937 $+3.070.937 $
SYSCO CORPSYY3.681.184 $-417.125 $4.098.309 $+204.667 $3.893.642 $+25.405 $3.868.237 $+3.868.237 $
AbbVie Inc.ABBV3.339.587 $-20.034 $3.359.621 $+642.724 $2.716.897 $-400.509 $3.117.406 $+3.117.406 $
COPART INCCPRT2.106.779 $-354.295 $2.461.074 $-253.086 $2.714.160 $-456.012 $3.170.172 $+3.170.172 $
ADVANCED MICRO DEVICES INCAMD3.145.154 $+381.780 $2.763.374 $+397.617 $2.365.757 $+742.670 $1.623.087 $+1.623.087 $
BOEING COBA2.968.028 $+298.430 $2.669.598 $+68.914 $2.600.684 $+540.627 $2.060.057 $+2.060.057 $
DEERE & CODE2.625.954 $+7.584 $2.618.370 $-320.374 $2.938.744 $+116.691 $2.822.053 $+2.822.053 $
COLGATE PALMOLIVE COCL1.371.393 $-254.747 $1.626.140 $-239.038 $1.865.178 $-236.982 $2.102.160 $+2.102.160 $
SPS COMMERCE INCSPSC2.010.877 $+981.791 $1.029.086 $+140.506 $888.580 $+31.651 $856.929 $+856.929 $
PAYCHEX INCPAYX1.271.673 $-179.476 $1.451.149 $-216.841 $1.667.990 $-92.962 $1.760.952 $+1.760.952 $
PFIZER INCPFE1.439.432 $-40.691 $1.480.123 $+39.439 $1.440.684 $-78.574 $1.519.258 $+1.519.258 $
EMERSON ELECTRIC COEMR1.360.597 $+26.423 $1.334.174 $-22.394 $1.356.568 $+221.646 $1.134.922 $+1.134.922 $
BEAZER HOMES USA INCBZH1.075.689 $-227.131 $1.302.820 $+115.688 $1.187.132 $+105.075 $1.082.057 $+1.082.057 $
MICRON TECHNOLOGY INCMU1.262.225 $+517.534 $744.691 $+147.586 $597.105 $-72.189 $669.294 $+669.294 $
VERIZON COMMUNICATIONS INCVZ936.098 $-81.437 $1.017.535 $-4.328 $1.021.863 $-73.393 $1.095.256 $+1.095.256 $
Rocket Lab CorpRKLB1.057.353 $+471.940 $585.413 $+151.916 $433.497 $+433.497 $
WAFD INCWAFD335.909 $-715.978 $1.051.887 $+1.051.887 $
INTEL CORPINTC1.030.169 $+96.197 $933.972 $+299.196 $634.776 $+139 $634.637 $+634.637 $
CVS HEALTH CorpCVS1.003.032 $+50.102 $952.930 $+81.898 $871.032 $+5.301 $865.731 $+865.731 $
DOLLAR GENERAL CORPDG916.246 $+203.027 $713.219 $-76.118 $789.337 $+182.268 $607.069 $+607.069 $
BALL CorpBALL836.609 $+40.275 $796.334 $-113.615 $909.949 $+83.337 $826.612 $+826.612 $
ISHARES GOLD TRUSTIAU822.740 $+130.551 $692.189 $+116.107 $576.082 $+31.409 $544.673 $+544.673 $
Aptiv PLCAPTV598.524 $-93.909 $692.433 $+139.646 $552.787 $+64.946 $487.841 $+487.841 $
GOLDMAN SACHS GROUP INCGS678.749 $+63.025 $615.724 $+81.243 $534.481 $+100.627 $433.854 $+433.854 $
HUMANA INCHUM531.508 $-8.354 $539.862 $+31.220 $508.642 $-40.218 $548.860 $+548.860 $
AUTOZONE INCAZO349.325 $-132.213 $481.538 $+73.192 $408.346 $+15.629 $392.717 $+392.717 $
WELLTOWER INC.WELL477.204 $+17.246 $459.958 $+63.027 $396.931 $-58.410 $455.341 $+455.341 $
3M COMMM464.037 $+79.190 $384.847 $+10.336 $374.511 $+13.235 $361.276 $+361.276 $
WEYERHAEUSER COWY317.699 $-22.880 $340.579 $-76.136 $416.715 $-42.685 $459.400 $+459.400 $
LOCKHEED MARTIN CORPLMT436.271 $+28.915 $407.356 $+3.034 $404.322 $-45.515 $449.837 $+449.837 $
AFLAC INCAFL444.168 $+20.043 $424.125 $+22.638 $401.487 $-22.259 $423.746 $+423.746 $
GENERAL DYNAMICS CORPGD354.840 $-4.574 $359.414 $+50.546 $308.868 $-75.470 $384.338 $+384.338 $
PALATIN TECHNOLOGIES INCPTNT354.807 $+354.807 $
MANHATTAN ASSOCIATES INCMANH273.649 $-7.351 $281.000 $-64.907 $345.907 $+345.907 $
Trane Technologies plcTT280.224 $-48.905 $329.129 $-12.051 $341.180 $+76.697 $264.483 $+264.483 $
COMCAST CORPCMCSA275.541 $-3.291 $278.832 $-33.991 $312.823 $+312.823 $
KROGER COKR280.089 $-15.296 $295.385 $+46.488 $248.897 $+248.897 $
Shell plcSHEL277.682 $+277.682 $
SAP SESAP255.056 $-16.163 $271.219 $+27.939 $243.280 $-24.355 $267.635 $+267.635 $
BANNER CORPBANR256.844 $-11.641 $268.485 $+658 $267.827 $+1.587 $266.240 $+266.240 $
YUM BRANDS INCYUM259.597 $+259.597 $
WILLIAMS SONOMA INCWSM232.882 $-21.985 $254.867 $+41.832 $213.035 $+6.556 $206.479 $+206.479 $
AppLovin CorpAPP237.859 $-15.786 $253.645 $+253.645 $
TIMBERLAND BANCORP INCTSBK245.803 $+17.302 $228.501 $+14.281 $214.220 $+7.210 $207.010 $+207.010 $
Veralto CorpVLTO215.414 $-1.882 $217.296 $-27.068 $244.364 $-1.293 $245.657 $+245.657 $
SOUTHERN COSO221.143 $-19.089 $240.232 $+2.592 $237.640 $-2.416 $240.056 $+240.056 $
CSX CORPCSX234.448 $+234.448 $
NOVARTIS AGNVS233.690 $+16.323 $217.367 $+217.367 $
AT&T INC.T224.612 $-5.115 $229.727 $+229.727 $
ASML HOLDING NVASML225.741 $+225.741 $
DECKERS OUTDOOR CORPDECK204.613 $+204.613 $
Public StoragePSA204.514 $+204.514 $
RIVERVIEW BANCORP INCRVSB113.186 $-7.892 $121.078 $-8.354 $129.432 $-3.530 $132.962 $+132.962 $
ONCOLYTICS BIOTECH INCONCY34.960 $-21.040 $56.000 $+25.080 $30.920 $+8.920 $22.000 $+22.000 $
WIPRO LTDWIT34.080 $+2.520 $31.560 $-4.680 $36.240 $-480 $36.720 $+36.720 $
4.970.174.667 $+627.182.093 $4.344.972.242 $+212.321.898 $4.133.625.217 $+342.338.044 $3.791.726.234 $+3.791.726.234 $
Erweiterte Einstellungen ×