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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 9 of 29  ·  578 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AYTU BIOPHARMA INC 25,013.0 $54K 0.03% NEW $2.15
162 XLF SELECT SECTOR SPDR TR 1,000.0 $54K 0.03% NEW $53.61 +7.4%
163 JHML JOHN HANCOCK EXCHANGE TRADED 593.0 $53K 0.02% NEW $89.18 +1.2%
164 LNTH LANTHEUS HLDGS INC Healthcare 475.0 $53K 0.02% NEW $110.94 -9.0%
165 PXF INVESCO EXCH TRADED FD TR II 675.0 $51K 0.02% NEW $75.74 +4.6%
166 GIS GENERAL MILLS INC Consumer Defensive 1,461.0 $51K 0.02% NEW $34.81 +18.3%
167 SCHO SCHWAB STRATEGIC TR 2,091.0 $50K 0.02% NEW $24.15 -0.6%
168 DOV DOVER CORP Industrials 223.0 $50K 0.02% NEW $224.28 -15.4%
169 POWL POWELL INDS INC Industrials 173.0 $50K 0.02% NEW $286.36 -40.0%
170 FEDEX FGHT HLD CO INC 327.0 $49K 0.02% NEW $151.00
171 FPE FIRST TR EXCH TRADED FD III 2,759.0 $49K 0.02% NEW $17.88 -1.5%
172 IVW ISHARES TR 357.0 $49K 0.02% NEW $137.64 +0.9%
173 SPYD SPDR SERIES TRUST 1,024.0 $49K 0.02% NEW $47.72 +4.5%
174 ARCC ARES CAPITAL CORP Financial Services 2,600.0 $48K 0.02% NEW $18.53 +7.7%
175 DUK DUKE ENERGY CORP NEW Utilities 375.0 $48K 0.02% NEW $126.79 -4.8%
176 CENCORA INC 166.0 $47K 0.02% NEW $282.98
177 PGX INVESCO EXCH TRADED FD TR II 4,258.0 $46K 0.02% NEW $10.84 -3.0%
178 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 1,672.0 $46K 0.02% NEW $27.59 -2.6%
179 VZ VERIZON COMMUNICATIONS INC Communication Services 1,085.0 $46K 0.02% NEW $42.38 +19.5%
180 VNQ VANGUARD INDEX FDS 467.0 $45K 0.02% NEW $96.58 -0.8%
Page 9 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%