0000915325-19-000005.txt : 20190506
0000915325-19-000005.hdr.sgml : 20190506
20190506102305
ACCESSION NUMBER: 0000915325-19-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190506
DATE AS OF CHANGE: 20190506
EFFECTIVENESS DATE: 20190506
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BADGLEY PHELPS & BELL INC
CENTRAL INDEX KEY: 0000915325
IRS NUMBER: 910789795
STATE OF INCORPORATION: WA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-04032
FILM NUMBER: 19798330
BUSINESS ADDRESS:
STREET 1: 1420 FIFTH AVE
STREET 2: SUITE 3200
CITY: SEATTLE
STATE: WA
ZIP: 98101
BUSINESS PHONE: 2066236172
MAIL ADDRESS:
STREET 1: 1420 FIFTH AVENUE
STREET 2: STE 3200
CITY: SEATTLE
STATE: WA
ZIP: 98101
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0000915325
XXXXXXXX
03-31-2019
03-31-2019
BADGLEY PHELPS & BELL INC
1420 FIFTH AVENUE
STE 3200
SEATTLE
WA
98101
13F HOLDINGS REPORT
028-04032
N
Lisa P. Guzman
Chief Compliance Officer
206-623-6172
Lisa P. Guzman
Seattle
WA
05-06-2019
0
213
1650522
false
INFORMATION TABLE
2
bpb13f-1q19.xml
1ST QTR 2019 13F FILING - BADGLEY PHELPS
iShares S&P S/T Natnl AMT-Free
COM
464288158
403
3800
SH
SOLE
3800
0
0
iShares U.S. TIPS Fund
COM
464287176
625
5528
SH
SOLE
5196
0
332
iShares Core US Aggregate Bond
COM
464287226
498
4570
SH
SOLE
4570
0
0
iShares Intermediate Govt/Cred
COM
464288612
2996
27168
SH
SOLE
24315
0
2853
Schwab U.S. Aggregate Bond ETF
COM
808524839
229
4412
SH
SOLE
4412
0
0
SPDR Short Term Corporate Bond
COM
78464A474
539
17634
SH
SOLE
17634
0
0
3M
COM
88579Y101
1192
5736
SH
SOLE
5736
0
0
Abbott Labs
COM
002824100
1188
14858
SH
SOLE
14658
0
200
AbbVie
COM
00287Y109
1428
17721
SH
SOLE
17721
0
0
Accenture Ltd. Cl A
COM
G1151C101
679
3858
SH
SOLE
3558
0
300
Adobe
COM
00724F101
6886
25840
SH
SOLE
23933
0
1907
Alibaba Group Holding
COM
01609W102
8659
47459
SH
SOLE
42347
0
5112
Alphabet
COM
02079K305
14939
12694
SH
SOLE
11275
0
1419
Alphabet Cl C
COM
02079K107
13720
11693
SH
SOLE
10395
0
1298
Amazon.com
COM
023135106
41897
23528
SH
SOLE
20834
0
2694
American Tower
COM
03027X100
12679
64341
SH
SOLE
56540
0
7801
Amgen
COM
031162100
14647
77096
SH
SOLE
69015
0
8081
Apple
COM
037833100
29729
156511
SH
SOLE
138536
0
17975
Automatic Data Processing
COM
053015103
1972
12342
SH
SOLE
12242
0
100
Baidu.com ADR
COM
056752108
310
1880
SH
SOLE
1880
0
0
Becton Dickinson
COM
075887109
449
1798
SH
SOLE
1798
0
0
BlackRock
COM
09247X101
299
700
SH
SOLE
618
0
82
Boeing
COM
097023105
23209
60850
SH
SOLE
55039
0
5811
Booking Holdings
COM
09857l108
9913
5681
SH
SOLE
5006
0
675
Caterpillar
COM
149123101
228
1683
SH
SOLE
1683
0
0
Celgene
COM
151020104
878
9305
SH
SOLE
9305
0
0
Cognizant Tech Solutions
COM
192446102
10295
142104
SH
SOLE
124533
0
17571
Constellation Brands
COM
21036P108
10141
57842
SH
SOLE
51606
0
6236
CoStar Group
COM
22160n109
6726
14421
SH
SOLE
13427
0
994
Costco Wholesale
COM
22160K105
19656
81175
SH
SOLE
72371
0
8804
Ecolab
COM
278865100
17418
98664
SH
SOLE
87473
0
11191
Eli Lilly
COM
532457108
15144
116707
SH
SOLE
103700
0
13007
EPAM Systems
COM
29414b104
896
5300
SH
SOLE
5300
0
0
Equinix
COM
29444U700
9347
20627
SH
SOLE
18267
0
2360
Estee Lauder
COM
518439104
8386
50653
SH
SOLE
46597
0
4056
Exelixis
COM
30161q104
262
11000
SH
SOLE
11000
0
0
Facebook
COM
30303M102
17227
103345
SH
SOLE
90961
0
12384
Fiserv
COM
337738108
212
2400
SH
SOLE
2400
0
0
Gilead Sciences
COM
375558103
455
7001
SH
SOLE
7001
0
0
HealthEquity
COM
42226A107
5746
77667
SH
SOLE
71664
0
6003
Home Depot
COM
437076102
16477
85869
SH
SOLE
75255
0
10614
Honeywell
COM
438516106
14166
89142
SH
SOLE
79152
0
9990
Incyte
COM
45337c102
464
5400
SH
SOLE
5400
0
0
iShares Russell 1000 Growth In
COM
464287614
13896
91805
SH
SOLE
88798
0
3007
iShares Russell 1000 Index ETF
COM
464287622
4308
27386
SH
SOLE
24431
0
2955
Lowe's
COM
548661107
286
2617
SH
SOLE
2617
0
0
Marriott International Cl A
COM
571903202
9955
79579
SH
SOLE
69487
0
10092
MasterCard
COM
57636Q104
242
1028
SH
SOLE
1028
0
0
Microsoft
COM
594918104
44756
379477
SH
SOLE
339401
0
40076
Navistar International
COM
63934e108
753
23300
SH
SOLE
23300
0
0
Netflix
COM
64110L106
17406
48816
SH
SOLE
43469
0
5347
Nutanix
COM
67059n108
252
6675
SH
SOLE
6675
0
0
Oracle
COM
68389X105
297
5527
SH
SOLE
5102
0
425
PACCAR
COM
693718108
781
11468
SH
SOLE
7548
0
3920
Palo Alto Networks
COM
697435105
369
1520
SH
SOLE
1520
0
0
Paychex
COM
704326107
301
3749
SH
SOLE
3749
0
0
PayPal Holdings
COM
70450Y103
17634
169818
SH
SOLE
150888
0
18930
PepsiCo
COM
713448108
11133
90845
SH
SOLE
80115
0
10730
Progressive
COM
743315103
8018
111216
SH
SOLE
98765
0
12451
Raytheon
COM
755111507
6343
34837
SH
SOLE
32402
0
2435
Roper Technologies
COM
776696106
586
1715
SH
SOLE
1310
0
405
Salesforce.com
COM
79466L302
17346
109527
SH
SOLE
97540
0
11987
Schwab U.S. Large-Cap Growth E
COM
808524300
356
4482
SH
SOLE
4482
0
0
Seattle Genetics
COM
812578102
326
4450
SH
SOLE
4450
0
0
ServiceNow
COM
81762P102
10631
43131
SH
SOLE
40048
0
3083
Sherwin-Williams
COM
824348106
7040
16346
SH
SOLE
15002
0
1344
Starbucks
COM
855244109
2738
36826
SH
SOLE
34301
0
2525
Stryker
COM
863667101
11087
56131
SH
SOLE
50281
0
5850
Sysco
COM
871829107
2156
32299
SH
SOLE
30449
0
1850
Texas Instruments
COM
882508104
259
2442
SH
SOLE
2442
0
0
Thermo Fisher Scientific
COM
883556102
16879
61666
SH
SOLE
53883
0
7783
Trilogy International Partners
COM
89621t108
17
10000
SH
SOLE
10000
0
0
United Parcel Service
COM
911312106
610
5457
SH
SOLE
5457
0
0
UnitedHealth Group
COM
91324P102
14912
60308
SH
SOLE
53378
0
6930
Universal Display
COM
91347p105
611
4000
SH
SOLE
4000
0
0
Vertex Pharmaceuticals
COM
92532f100
581
3160
SH
SOLE
3160
0
0
VISA Class A
COM
92826C839
28267
180979
SH
SOLE
161252
0
19727
Waste Management
COM
94106L109
9160
88157
SH
SOLE
78102
0
10055
Activision Blizzard
COM
00507V109
7844
172272
SH
SOLE
153681
0
18591
AFLAC
COM
001055102
250
5000
SH
SOLE
5000
0
0
Altaba
COM
021346101
500
6750
SH
SOLE
6750
0
0
Altria Group
COM
02209S103
291
5066
SH
SOLE
4506
0
560
AT&T
COM
00206R102
419
13351
SH
SOLE
11990
0
1361
Bank of America
COM
060505104
11389
412784
SH
SOLE
383061
0
29723
BB&T
COM
054937107
8451
181615
SH
SOLE
161221
0
20394
Berkshire Hathaway A
COM
084670108
702
2
SH
SOLE
2
0
0
Berkshire Hathaway B
COM
084670702
23943
119186
SH
SOLE
106923
0
12263
Broadcom
COM
11135F101
9852
32762
SH
SOLE
29161
0
3601
Chevron
COM
166764100
13210
107243
SH
SOLE
96813
0
10430
Cisco Systems
COM
17275R102
16268
301314
SH
SOLE
277558
0
23756
Clorox
COM
189054109
327
2040
SH
SOLE
2040
0
0
Coca-Cola
COM
191216100
872
18613
SH
SOLE
18158
0
455
Colgate-Palmolive
COM
194162103
1000
14588
SH
SOLE
13774
0
814
Comcast Class A
COM
20030N101
349
8718
SH
SOLE
8718
0
0
Corning
COM
219350105
316
9538
SH
SOLE
9538
0
0
CVS Health Corporation
COM
126650100
364
6750
SH
SOLE
6750
0
0
Danaher
COM
235851102
18795
142366
SH
SOLE
127284
0
15082
Digital Realty Trust
COM
253868103
8666
72827
SH
SOLE
64893
0
7934
DowDuPont
COM
26078J100
10455
196110
SH
SOLE
178086
0
18024
DXC Technology
COM
23355L106
6284
97711
SH
SOLE
89236
0
8475
Emerson Electric
COM
291011104
385
5617
SH
SOLE
4442
0
1175
EOG Resources
COM
26875P101
10350
108744
SH
SOLE
97376
0
11368
Exxon Mobil
COM
30231G102
7799
96516
SH
SOLE
89015
0
7501
Fidelity National Info Service
COM
31620M106
17740
156856
SH
SOLE
139687
0
17169
Financial Select Sector SPDR E
COM
81369Y605
228
8885
SH
SOLE
8885
0
0
First Republic Bank
COM
33616C100
9387
93439
SH
SOLE
86063
0
7376
Fortive Corporation
COM
34959J108
14478
172588
SH
SOLE
154622
0
17966
General Mills
COM
370334104
406
7852
SH
SOLE
6967
0
885
Intel
COM
458140100
1877
34948
SH
SOLE
32641
0
2307
iShares Russell 1000 Value Ind
COM
464287598
14707
119095
SH
SOLE
116179
0
2916
Johnson & Johnson
COM
478160104
23630
169036
SH
SOLE
153070
0
15966
JPMorgan Chase
COM
46625H100
23815
235259
SH
SOLE
209478
0
25781
LAM Research
COM
512807108
6757
37747
SH
SOLE
33690
0
4057
Marsh & McLennan
COM
571748102
15237
162268
SH
SOLE
144184
0
18084
McDonald's
COM
580135101
15556
81916
SH
SOLE
73245
0
8671
Medtronic
COM
G5960L103
15308
168074
SH
SOLE
151163
0
16911
Merck
COM
58933Y105
695
8351
SH
SOLE
8351
0
0
Mondelez International
COM
609207105
10613
212592
SH
SOLE
189442
0
23150
Morgan Stanley
COM
617446448
7394
175219
SH
SOLE
161170
0
14049
NextEra Energy
COM
65339F101
19459
100655
SH
SOLE
90090
0
10565
Noble Energy
COM
655044105
326
13170
SH
SOLE
13170
0
0
Pfizer
COM
717081103
17434
410513
SH
SOLE
368573
0
41940
Philip Morris Int'l
COM
718172109
358
4048
SH
SOLE
4048
0
0
Procter & Gamble
COM
742718109
17858
171631
SH
SOLE
156306
0
15325
Prologis
COM
74340W103
13418
186484
SH
SOLE
166995
0
19489
Schlumberger
COM
806857108
4307
98849
SH
SOLE
91502
0
7347
Technology Select Sector SPDR
COM
81369Y803
230
3102
SH
SOLE
3102
0
0
U.S. Bancorp
COM
902973304
1334
27687
SH
SOLE
26338
0
1349
Union Pacific
COM
907818108
15441
92350
SH
SOLE
82739
0
9611
United Technologies
COM
913017109
202
1566
SH
SOLE
1466
0
100
Valero Energy
COM
91913Y100
5855
69024
SH
SOLE
62009
0
7015
Verizon Communications
COM
92343V104
13860
234404
SH
SOLE
209434
0
24970
Walmart, Inc.
COM
931142103
10690
109603
SH
SOLE
101204
0
8399
Walt Disney
COM
254687106
12055
108575
SH
SOLE
98123
0
10452
WEC Energy Group
COM
92939U106
11304
142945
SH
SOLE
126514
0
16431
Array BioPharma
COM
04269X105
841
34500
SH
SOLE
34500
0
0
Associated Banc-Corp
COM
045487105
213
10000
SH
SOLE
10000
0
0
Avanos Medical
COM
05350V106
615
14400
SH
SOLE
14400
0
0
Bemis
COM
081437105
477
8600
SH
SOLE
8600
0
0
First Trust Small Cap Core Alp
COM
33734Y109
311
5047
SH
SOLE
5047
0
0
Invesco FTSE RAFI US 1500 ETF
COM
46137v597
13027
102098
SH
SOLE
90136
0
11962
iShares Core S&P Mid-Cap ETF
COM
464287507
42971
226882
SH
SOLE
196585
0
30297
iShares Morningstar Mid Cap ET
COM
464288406
227
1460
SH
SOLE
1460
0
0
iShares Russell 2000 Fund ETF
COM
464287655
4935
32238
SH
SOLE
32238
0
0
iShares Russell 2000 Growth In
COM
464287648
20583
104664
SH
SOLE
93071
0
11593
iShares Russell 2000 Value Ind
COM
464287630
17260
143952
SH
SOLE
128051
0
15901
iShares Russell Midcap Growth
COM
464287481
16380
120736
SH
SOLE
106821
0
13915
iShares Russell Midcap Index
COM
464287499
19118
354367
SH
SOLE
335074
0
19293
iShares Russell Midcap Value
COM
464287473
1129
13001
SH
SOLE
13001
0
0
iShares S&P SmlCap 600 Growth
COM
464287887
11955
66992
SH
SOLE
57421
0
9571
Midcap SPDR Trust Series 1
COM
78467Y107
4715
13651
SH
SOLE
13351
0
300
Schweitzer-Mauduit Internation
COM
808541106
736
19000
SH
SOLE
19000
0
0
Vanguard Extended Market ETF
COM
922908652
224
1941
SH
SOLE
1941
0
0
Vanguard Mid-Cap ETF
COM
922908629
231
1436
SH
SOLE
1436
0
0
Vanguard Small Cap ETF
COM
922908751
35866
234723
SH
SOLE
206545
0
28178
China Mobile
COM
16941M109
224
4400
SH
SOLE
4400
0
0
Goldman Sachs ActiveBeta Emerg
COM
381430206
9734
299125
SH
SOLE
276124
0
23001
Invesco FTSE RAFI Emerging Mar
COM
46138E727
269
12566
SH
SOLE
12566
0
0
iShares MSCI ACWI EX US
COM
464288240
1523
32923
SH
SOLE
31923
0
1000
iShares MSCI EAFE ETF
COM
464287465
85629
1320218
SH
SOLE
1184529
0
135689
iShares MSCI Pacific Ex Japan
COM
464286665
10880
237035
SH
SOLE
208871
0
28164
JPMorgan Diversified Return In
COM
46641Q209
12469
225516
SH
SOLE
210329
0
15187
Nestle SA F ADR
COM
641069406
908
9530
SH
SOLE
9530
0
0
Novartis
COM
66987V109
425
4420
SH
SOLE
4355
0
65
Novo-Nordisk A/S ADR
COM
670100205
652
12456
SH
SOLE
12456
0
0
Roche Hldg LTD Spons
COM
771195104
220
6400
SH
SOLE
6400
0
0
Schwab International Equity ET
COM
808524805
467
14922
SH
SOLE
14922
0
0
Vanguard FTSE All-World Ex-US
COM
922042775
4642
92570
SH
SOLE
83472
0
9098
Vanguard FTSE Developed Market
COM
921943858
48504
1186791
SH
SOLE
1061481
0
125310
Vanguard FTSE Emerging Markets
COM
922042858
38409
903751
SH
SOLE
813409
0
90342
Vanguard Total International S
COM
921909768
640
12333
SH
SOLE
12333
0
0
3M
COM
88579Y101
353
1700
SH
SOLE
0
0
1700
Alibaba Group Holding
COM
01609W102
255
1396
SH
SOLE
1396
0
0
Altria Group
COM
02209S103
1694
29502
SH
SOLE
29502
0
0
Apple
COM
037833100
1376
7245
SH
SOLE
6951
0
294
AT&T
COM
00206R102
229
7300
SH
SOLE
7300
0
0
Berkshire Hathaway A
COM
084670108
2109
7
SH
SOLE
7
0
0
Berkshire Hathaway B
COM
084670702
743
3700
SH
SOLE
3700
0
0
Charles Schwab
COM
808513105
304
7112
SH
SOLE
7112
0
0
Facebook
COM
30303M102
302
1811
SH
SOLE
0
0
1811
Gilead Sciences
COM
375558103
6130
94300
SH
SOLE
94300
0
0
Heritage Financial
COM
42722X106
429
14247
SH
SOLE
14247
0
0
Invesco QQQ Trust
COM
46090E103
407
2267
SH
SOLE
2267
0
0
Invitation Homes
COM
46187W107
471
19377
SH
SOLE
19377
0
0
iShares Russell 1000 Index ETF
COM
464287622
1547
9835
SH
SOLE
9810
0
25
iShares Russell 3000
COM
464287689
296
1774
SH
SOLE
1774
0
0
iShares S&P 500 Index Fund
COM
464287200
1139
4004
SH
SOLE
4004
0
0
Microsoft
COM
594918104
413
3500
SH
SOLE
3500
0
0
Neogen
COM
640491106
459
8000
SH
SOLE
8000
0
0
NIKE Class B
COM
654106103
459
5452
SH
SOLE
5452
0
0
Philip Morris Int'l
COM
718172109
1358
15363
SH
SOLE
15363
0
0
ProShares S&P 500 Dividend Ari
COM
74348A467
219
3232
SH
SOLE
3232
0
0
Riverview Bancorp Inc.
COM
769397100
175
24000
SH
SOLE
24000
0
0
Schwab US Large Cap ETF
COM
808524201
361
5335
SH
SOLE
5335
0
0
SPDR S&P 500 ETF Trust
COM
78462F103
2374
8404
SH
SOLE
8404
0
0
Starbucks
COM
855244109
512
6889
SH
SOLE
6889
0
0
T-Mobile US
COM
872590104
345
5000
SH
SOLE
5000
0
0
Tableau Software
COM
87336U105
276
2165
SH
SOLE
2165
0
0
U.S. Bancorp
COM
902973304
328
6802
SH
SOLE
6802
0
0
United Parcel Service
COM
911312106
3173
28400
SH
SOLE
28050
0
350
Vanguard Information Technolog
COM
92204A702
438
2185
SH
SOLE
2185
0
0
Vanguard Large Cap ETF
COM
922908637
735
5663
SH
SOLE
5663
0
0
Vanguard S&P 500 ETF
COM
922908363
432
1665
SH
SOLE
1665
0
0
Vanguard Total Stock Market
COM
922908769
5515
38110
SH
SOLE
36993
0
1117
Goldman Sachs Access Treasury
COM
381430529
624
6227
SH
SOLE
5700
0
527
iShares 3-7 Year Treasury Bond
COM
464288661
32227
261584
SH
SOLE
246902
0
14682
iShares 7-10 Year Treasury Bon
COM
464287440
15073
141303
SH
SOLE
133200
0
8103
iShares Core S&P Total US Stoc
COM
464287150
13172
204535
SH
SOLE
192897
0
11638
PIMCO Enhanced Short Maturity
COM
72201R833
22787
224369
SH
SOLE
211776
0
12593
Vanguard Large Cap ETF
COM
922908637
9909
76343
SH
SOLE
72048
0
4295
Vanguard Short-Term Corporate
COM
92206C409
21900
274568
SH
SOLE
258952
0
15616
Vanguard Total World Stock ETF
COM
922042742
6876
93972
SH
SOLE
88830
0
5142
Equity Residential
COM
29476l107
642
8527
SH
SOLE
8527
0
0