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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 7 of 29  ·  578 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BMVP INVESCO EXCHANGE TRADED FD T 1,920.0 $98K 0.04% NEW $51.28 +5.9%
122 FXO FIRST TR EXCHANGE TRADED FD 1,545.0 $97K 0.04% NEW $62.49 +5.7%
123 MRK MERCK & CO INC Healthcare 723.0 $93K 0.04% NEW $128.64 +17.0%
124 HSY HERSHEY CO Consumer Defensive 519.0 $91K 0.04% NEW $175.60 +1.4%
125 PFI INVESCO EXCHANGE TRADED FD T 1,472.0 $90K 0.04% NEW $60.90 +1.4%
126 GILD GILEAD SCIENCES INC Healthcare 688.0 $87K 0.04% NEW $126.46 +17.8%
127 SPHD INVESCO EXCH TRADED FD TR II 1,626.0 $83K 0.04% NEW $50.86 +3.6%
128 COLB COLUMBIA BKG SYS INC Financial Services 2,543.0 $82K 0.04% NEW $32.05 -6.1%
129 LMT LOCKHEED MARTIN CORP Industrials 157.0 $80K 0.04% NEW $510.08 +4.2%
130 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 650.0 $80K 0.04% NEW $123.11 +28.7%
131 CI THE CIGNA GROUP Healthcare 288.0 $79K 0.04% NEW $275.68 +3.3%
132 LHX L3HARRIS TECHNOLOGIES INC Industrials 266.0 $78K 0.04% NEW $291.62 -10.3%
133 XAR SPDR SERIES TRUST 268.0 $76K 0.04% NEW $284.01 -11.8%
134 VBK VANGUARD INDEX FDS 205.0 $75K 0.04% NEW $365.70 -5.7%
135 MINT PIMCO ETF TR 735.0 $74K 0.03% NEW $100.81 -0.3%
136 MU MICRON TECHNOLOGY INC Technology 64.0 $74K 0.03% NEW $1157.47 -18.3%
137 TXN TEXAS INSTRS INC Technology 248.0 $74K 0.03% NEW $298.69 -13.7%
138 NSC NORFOLK SOUTHN CORP Industrials 235.0 $74K 0.03% NEW $314.59 +5.5%
139 REMX VANECK ETF TRUST 830.0 $73K 0.03% NEW $88.50 -14.8%
140 PTH INVESCO EXCHANGE TRADED FD T 1,212.0 $72K 0.03% NEW $59.76 +1.6%
Page 7 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%