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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 4 of 29  ·  578 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ JOHNSON & JOHNSON Healthcare 1,373.0 $349K 0.16% NEW $254.12 +8.2%
62 PG PROCTER & GAMBLE CO Consumer Defensive 2,234.0 $328K 0.15% NEW $146.70 +0.3%
63 PM PHILIP MORRIS INTL INC Consumer Defensive 1,630.0 $295K 0.14% NEW $180.93 +3.7%
64 PEP PEPSICO INC Consumer Defensive 2,151.0 $291K 0.13% NEW $135.45 +3.9%
65 PPA INVESCO EXCHANGE TRADED FD T 1,635.0 $289K 0.13% NEW $176.65 -7.1%
66 TSBK TIMBERLAND BANCORP INC Financial Services 6,400.0 $287K 0.13% NEW $44.81 +2.7%
67 PTF INVESCO EXCHANGE TRADED FD T 2,103.0 $287K 0.13% NEW $136.31 -31.8%
68 VYM VANGUARD WHITEHALL FDS 1,721.0 $272K 0.12% NEW $158.05 +4.1%
69 MO ALTRIA GROUP INC Consumer Defensive 3,748.0 $270K 0.12% NEW $71.95 -3.6%
70 FDX FEDEX CORP Industrials 839.0 $263K 0.12% NEW $313.39 +3.6%
71 IWR ISHARES TR 2,339.0 $258K 0.12% NEW $110.34 +0.7%
72 ADBE ADOBE INC Technology 1,241.0 $254K 0.12% NEW $205.02 +37.9%
73 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,400.0 $254K 0.12% NEW $57.62 +16.5%
74 FNDA SCHWAB STRATEGIC TR 6,583.0 $251K 0.12% NEW $38.06 -2.9%
75 QQQ INVESCO QQQ TR Financial Services 330.0 $243K 0.11% NEW $737.24 -4.0%
76 XLK SELECT SECTOR SPDR TR 1,240.0 $236K 0.11% NEW $190.52 -3.9%
77 SNDK SANDISK CORP Technology 100.0 $227K 0.10% NEW $2273.73 -32.9%
78 NFLX NETFLIX INC Communication Services 3,177.0 $227K 0.10% NEW $71.40 +15.8%
79 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 10,335.0 $222K 0.10% NEW $21.45 +13.9%
80 CVX CHEVRON CORP Energy 1,302.0 $216K 0.10% NEW $165.77 +27.7%
Page 4 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%