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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 24 of 29  ·  578 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 Q QNITY ELECTRONICS INC Technology 12.0 $2K 0.00% NEW $163.25 -28.2%
462 HCKT HACKETT GROUP INC Technology 180.0 $2K 0.00% NEW $10.77 +1.4%
463 ICSH ISHARES TR 37.0 $2K 0.00% NEW $51.65 -2.4%
464 J P MORGAN EXCHANGE TRADED F 37.0 $2K 0.00% NEW $51.57
465 RYN RAYONIER INC Real Estate 241.0 $2K 0.00% NEW $7.86 +161.5%
466 JACK JACK IN THE BOX INC Consumer Cyclical 119.0 $2K 0.00% NEW $15.81 +2.3%
467 WD WALKER & DUNLOP INC Financial Services 34.0 $2K 0.00% NEW $54.65 -25.7%
468 MAR MARRIOTT INTL INC NEW Consumer Cyclical 5.0 $2K 0.00% NEW $370.40 -9.9%
469 FSV FIRSTSERVICE CORP NEW Real Estate 13.0 $2K 0.00% NEW $142.08 -3.3%
470 COMP COMPASS INC Technology 147.0 $2K 0.00% NEW $12.33 -15.9%
471 METALLUS INC 97.0 $2K 0.00% NEW $18.68
472 LTBR LIGHTBRIDGE CORP Industrials 205.0 $2K 0.00% NEW $8.79 -15.3%
473 XRN CHIRON REAL ESTATE INC Financial Services 48.0 $2K 0.00% NEW $37.50 -0.5%
474 CNA CNA FINL CORP Financial Services 37.0 $2K 0.00% NEW $48.59 +0.2%
475 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 69.0 $2K 0.00% NEW $26.00 +6.5%
476 INTA INTAPP INC Technology 71.0 $2K 0.00% NEW $25.20 +64.7%
477 SOLV SOLVENTUM CORP Healthcare 23.0 $2K 0.00% NEW $77.13 +19.7%
478 CMCSA COMCAST CORP NEW Communication Services 72.0 $2K 0.00% NEW $24.54 +10.4%
479 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 98.0 $2K 0.00% NEW $17.96 -5.5%
480 TNC TENNANT CO Industrials 20.0 $2K 0.00% NEW $87.50 -18.9%
Page 24 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%