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Portfolio (Quarterly) Guide ↗

BELLEVUE ASSET MANAGEMENT, LLC

· CIK 0001801619
13F Portfolio $217M AUM 578 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 578 New
Page 15 of 29  ·  578 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DEO DIAGEO PLC Consumer Defensive 147.0 $12K 0.01% NEW $80.47 +10.8%
282 COP CONOCOPHILLIPS Energy 112.0 $12K 0.01% NEW $104.19 +28.9%
283 MGV VANGUARD WORLD FD 71.0 $12K 0.01% NEW $163.54 +2.7%
284 FSBC FIVE STAR BANCORP Financial Services 233.0 $11K 0.01% NEW $48.69 -3.5%
285 EATON VANCE TAX-MANAGED BUY- 931.0 $11K 0.01% NEW $11.60
286 DOC HEALTHPEAK PROPERTIES INC Real Estate 500.0 $11K 0.01% NEW $21.40 -3.5%
287 DAL DELTA AIR LINES INC Industrials 114.0 $11K 0.01% NEW $93.66 -14.4%
288 NSA NATIONAL STORAGE AFFILIATES Real Estate 240.0 $11K 0.01% NEW $44.47 -2.4%
289 BINC BLACKROCK ETF TRUST II 203.0 $11K 0.01% NEW $52.56 -1.7%
290 HOMETRUST BANCSHARES INC 213.0 $11K 0.01% NEW $49.89
291 TPYP TORTOISE CAPITAL SERIES TRUS 253.0 $11K 0.01% NEW $41.99 +3.2%
292 CENT CENTRAL GARDEN & PET CO 239.0 $11K 0.01% NEW $44.34
293 RTX RTX CORPORATION Industrials 55.0 $11K 0.01% NEW $192.42 +4.4%
294 QQQM INVESCO EXCH TRADED FD TR II 34.0 $10K 0.01% NEW $303.32 -2.4%
295 SCHH SCHWAB STRATEGIC TR 428.0 $10K 0.01% NEW $23.70 -1.1%
296 FBRT FRANKLIN BSP RLTY TR INC Real Estate 1,222.0 $10K 0.01% NEW $8.14 +5.5%
297 VFH VANGUARD WORLD FD 75.0 $10K 0.01% NEW $131.60 +7.9%
298 NWSA NEWS CORP NEW Communication Services 390.0 $10K 0.00% NEW $24.83 +22.4%
299 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 100.0 $10K 0.00% NEW $95.98 +18.0%
300 RDVI FIRST TR EXCHANGE-TRADED FD 325.0 $10K 0.00% NEW $29.40 -0.5%
Page 15 of 29  ·  578 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 66.2%
Consumer Cyclical 10.3%
Consumer Defensive 7.2%
Financial Services 5.2%
Healthcare 4.6%
Communication Services 3.5%
Industrials 1.9%
Real Estate 0.4%
Energy 0.3%
Utilities 0.2%