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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 16 of 29  ·  578 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MECHANICS BANCORP 599.0 $10K 0.00% NEW $15.90
302 BANR BANNER CORP Financial Services 142.0 $9K 0.00% NEW $66.44 +7.1%
303 TJX TJX COS INC NEW Consumer Cyclical 61.0 $9K 0.00% NEW $153.56 -14.0%
304 NI NISOURCE INC Utilities 190.0 $9K 0.00% NEW $47.65 -13.1%
305 ABBV ABBVIE INC Healthcare 35.0 $9K 0.00% NEW $256.26 +0.0%
306 KVUE KENVUE INC Consumer Defensive 465.0 $9K 0.00% NEW $19.14 -2.1%
307 MET METLIFE INC Financial Services 99.0 $8K 0.00% NEW $84.61 +15.4%
308 PID INVESCO EXCHANGE TRADED FD T 372.0 $8K 0.00% NEW $22.24 +3.0%
309 WHD CACTUS INC Energy 158.0 $8K 0.00% NEW $51.23 +37.0%
310 PRU PRUDENTIAL FINL INC Financial Services 75.0 $8K 0.00% NEW $107.92 +13.1%
311 HNDL STRATEGY SHS 350.0 $8K 0.00% NEW $22.84 -1.4%
312 CASS CASS INFORMATION SYS INC Industrials 152.0 $8K 0.00% NEW $51.32 +8.8%
313 RQI COHEN & STEERS QUALITY INCOM Financial Services 628.0 $8K 0.00% NEW $12.33 -1.8%
314 PHO INVESCO EXCHANGE TRADED FD T 111.0 $8K 0.00% NEW $69.69 +1.2%
315 PKOH PARK-OHIO HLDGS CORP Industrials 200.0 $8K 0.00% NEW $38.45 +20.9%
316 AMT AMERICAN TOWER CORP Real Estate 46.0 $8K 0.00% NEW $165.87 +6.0%
317 ARTY ISHARES TR 100.0 $8K 0.00% NEW $76.20 -0.1%
318 LILAK LIBERTY LATIN AMERICA LTD Communication Services 967.0 $8K 0.00% NEW $7.79 +8.5%
319 SCHM SCHWAB STRATEGIC TR 204.0 $8K 0.00% NEW $36.87 -2.8%
320 EVRG EVERGY INC Utilities 86.0 $7K 0.00% NEW $87.09 -6.4%
Page 16 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%