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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 23 of 29  ·  578 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 JXN JACKSON FINANCIAL INC Financial Services 22.0 $2K 0.00% NEW $102.36 +33.9%
442 INSW INTERNATIONAL SEAWAYS INC Energy 29.0 $2K 0.00% NEW $76.59 +30.3%
443 KELYA KELLY SVCS INC Industrials 180.0 $2K 0.00% NEW $12.28 +35.1%
444 SBSI SOUTHSIDE BANCSHARES INC Financial Services 62.0 $2K 0.00% NEW $35.18 -8.5%
445 AEM AGNICO EAGLE MINES LTD Basic Materials 14.0 $2K 0.00% NEW $155.07 +26.3%
446 SCHR SCHWAB STRATEGIC TR 86.0 $2K 0.00% NEW $24.65 -1.8%
447 DGX QUEST DIAGNOSTICS INC Healthcare 10.0 $2K 0.00% NEW $211.90 +13.6%
448 CTVA CORTEVA INC Basic Materials 25.0 $2K 0.00% NEW $84.68 +6.8%
449 LQDT LIQUIDITY SVCS INC Consumer Cyclical 54.0 $2K 0.00% NEW $39.11 +2.9%
450 SSD SIMPSON MFG INC Industrials 10.0 $2K 0.00% NEW $209.30 -14.8%
451 ORN ORION GROUP HLDGS INC Industrials 124.0 $2K 0.00% NEW $16.81 -45.2%
452 BOKF BOK FINL CORP Financial Services 15.0 $2K 0.00% NEW $138.87 -2.1%
453 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 1.0 $2K 0.00% NEW $2080.00 +5.2%
454 FFIV F5 INC Technology 5.0 $2K 0.00% NEW $415.80 -6.8%
455 SPTL SPDR SERIES TRUST 78.0 $2K 0.00% NEW $26.22 -4.7%
456 FLR FLUOR CORP Industrials 39.0 $2K 0.00% NEW $52.38 +7.1%
457 PRI PRIMERICA INC Financial Services 7.0 $2K 0.00% NEW $284.14 +3.4%
458 RALLIANT CORP 27.0 $2K 0.00% NEW $73.63
459 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 6.0 $2K 0.00% NEW $330.33 -5.1%
460 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 66.0 $2K 0.00% NEW $29.77 -23.8%
Page 23 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%