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Bellevue Asset Management

Latest statistics and disclosures from Bellevue Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, AAPL, CGGR, RDVY, LMBS, and represent 44.49% of Bellevue Asset Management's stock portfolio.
Added to shares of these 10 stocks: VGT (+$5.3M), KLAC, FTSM, STBF, VUG, PM, IUSG, IUSV, RVMD, VEA.
Started 223 new stock positions in SPCX, BF.B, MAN, WU, AMKR, GFF, INSW, H, ANGO, XPEL.
Reduced shares in these 10 stocks: AMZN, NVDA, LMBS, JSCP, FLXR, JEPI, JEPQ, SBUX, NOK, LRCX.
Sold out of its positions in Carnival Corporation, CEG, DOW, Dupont De Nemours, Echostar Corporation, EWY, VGSR, MAS, NOK, OTIS. REGN, LUV, TDG, VLTO.
Bellevue Asset Management was a net buyer of stock by $3.6M.
Bellevue Asset Management has $217M in assets under management (AUM), dropping by 8.45%.
Central Index Key (CIK): 0001801619

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Portfolio Holdings for Bellevue Asset Management

Bellevue Asset Management holds 578 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Bellevue Asset Management has 578 total positions. Only the first 250 positions are shown.

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Download the Bellevue Asset Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	22.4	$49M		130k	373.02	View chart
Apple (AAPL)	7.2	$16M		54k	289.36	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	5.5	$12M		251k	47.20	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	5.4	$12M		143k	81.06	View chart
First Tr Exchange- Traded Fst Low Oppt Etf (LMBS)	4.1	$8.9M	-7%	180k	49.78	View chart
Amazon (AMZN)	2.9	$6.3M	-16%	27k	238.34	View chart
Costco Wholesale Corporation (COST)	2.9	$6.2M		6.6k	935.59	View chart
Vanguard World Inf Tech Etf (VGT)	2.8	$6.1M	+698%	51k	119.52	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.8	$6.0M		88k	68.01	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	2.5	$5.5M		67k	82.49	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	2.4	$5.2M	+26%	87k	59.73	View chart
Blackrock Etf Trust Isha Tech Op Etf (TEK)	2.0	$4.4M	-3%	104k	42.62	View chart
Tcw Etf Trust Flexible Income (FLXR)	1.9	$4.0M	-11%	102k	39.21	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	1.8	$3.9M	-11%	83k	47.15	View chart
Starbucks Corporation (SBUX)	1.7	$3.7M	-6%	36k	102.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$3.3M		9.3k	357.37	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	1.3	$2.8M	+2%	87k	31.99	View chart
Tcw Etf Trust Transfrm 500 Etf (PWRD)	1.2	$2.7M		22k	122.96	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$2.6M		7.2k	353.38	View chart
Lam Research Corp Com New (LRCX)	0.9	$1.9M	-9%	4.5k	433.33	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.9	$1.9M	-19%	34k	56.48	View chart
Intel Corporation (INTC)	0.8	$1.8M		13k	139.63	View chart
Amgen (AMGN)	0.8	$1.8M		5.1k	362.19	View chart
NVIDIA Corporation (NVDA)	0.7	$1.5M	-43%	7.5k	200.09	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.7	$1.5M	-19%	24k	61.46	View chart
Vanguard World Fds Consum Dis Etf (VCR)	0.7	$1.4M		3.6k	396.63	View chart
Kla Corp Com New (KLAC)	0.6	$1.4M	+900%	4.6k	301.74	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.6	$1.4M		24k	57.05	View chart
Abbott Laboratories (ABT)	0.6	$1.2M		14k	90.74	View chart
Bluerock Pvt Real Estate (BPRE)	0.6	$1.2M		93k	13.01	View chart
Cisco Systems (CSCO)	0.5	$1.2M		10k	117.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$1.2M		35k	33.84	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$1.2M		1.6k	747.16	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.1M		3.5k	327.35	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$1.1M		35k	31.71	View chart
Vanguard World Health Car Etf (VHT)	0.5	$1.1M		3.6k	299.07	View chart
W.R. Berkley Corporation (WRB)	0.4	$952k		14k	70.53	View chart
John Hancock Exchange Traded Disc Valu Se Etf (JDVL)	0.4	$888k	+6%	28k	31.64	View chart
Trust For Professional Man Perfo Tr Bd Etf (STBF)	0.4	$888k	NEW	35k	25.38	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.4	$883k	-4%	6.0k	146.37	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.4	$846k		28k	30.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$828k		2.2k	370.10	View chart
Broadcom (AVGO)	0.4	$823k		2.2k	377.79	View chart
Eli Lilly & Co. (LLY)	0.3	$689k		574.00	1199.43	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$658k		4.2k	156.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$633k		1.3k	500.39	View chart
Vangard Index Fds S&p 500 Etf Shs (VOO)	0.3	$617k		896.00	689.01	View chart
Visa Com Cl A (V)	0.3	$606k		1.8k	343.16	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.3	$592k		4.2k	140.24	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$525k		18k	29.43	View chart
Tesla Motors (TSLA)	0.2	$509k	-3%	1.2k	420.60	View chart
Home Depot (HD)	0.2	$490k		1.4k	352.81	View chart
Applied Materials (AMAT)	0.2	$473k		654.00	723.00	View chart
Paccar (PCAR)	0.2	$419k		3.5k	120.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$419k	+499%	4.9k	86.15	View chart
Bank of America Corporation (BAC)	0.2	$415k	-3%	7.3k	56.98	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$409k		8.5k	48.19	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$390k	-27%	8.9k	43.61	View chart
Ishares Tr Us Finls Etf (IYF)	0.2	$375k		2.9k	127.53	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$363k		4.0k	91.13	View chart
Johnson & Johnson (JNJ)	0.2	$349k		1.4k	254.12	View chart
Procter & Gamble Company (PG)	0.2	$328k		2.2k	146.70	View chart
Philip Morris International (PM)	0.1	$295k	NEW	1.6k	180.93	View chart
Pepsi (PEP)	0.1	$291k		2.2k	135.45	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$289k		1.6k	176.65	View chart
Timberland Ban (TSBK)	0.1	$287k		6.4k	44.81	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.1	$287k		2.1k	136.31	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$272k		1.7k	158.05	View chart
Altria (MO)	0.1	$270k		3.7k	71.95	View chart
FedEx Corporation (FDX)	0.1	$263k	+4%	839.00	313.39	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$258k	-3%	2.3k	110.34	View chart
Adobe Systems Incorporated (ADBE)	0.1	$254k	-10%	1.2k	205.02	View chart
Bristol Myers Squibb (BMY)	0.1	$254k		4.4k	57.62	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$251k	-4%	6.6k	38.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$243k		330.00	737.24	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$236k		1.2k	190.52	View chart
Sandisk Corp (SNDK)	0.1	$227k		100.00	2273.73	View chart
Netflix (NFLX)	0.1	$227k	-6%	3.2k	71.40	View chart
Adaptive Biotechnologies Cor (ADPT)	0.1	$222k		10k	21.45	View chart
Chevron Corporation (CVX)	0.1	$216k		1.3k	165.77	View chart
Flexshares Tr Us Qt Lw Vlty (QLV)	0.1	$215k		2.8k	75.49	View chart
Ishares Tr Core S&p 500 Etf (IVV)	0.1	$215k		286.00	751.05	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.1	$211k		2.9k	72.31	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$207k		4.3k	48.67	View chart
Qualcomm (QCOM)	0.1	$200k		1.1k	184.87	View chart
Coca-Cola Company (KO)	0.1	$198k		2.4k	81.29	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$197k		3.7k	53.19	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$196k		809.00	242.58	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	0.1	$195k		746.00	260.71	View chart
Western Digital (WDC)	0.1	$192k		300.00	638.72	View chart
Oracle Corporation (ORCL)	0.1	$182k		1.2k	146.63	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$167k		1.3k	131.16	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$164k		2.8k	57.84	View chart
United Parcel Svcs CL B (UPS)	0.1	$156k	+35%	1.4k	107.52	View chart
Dimensional Etf Trust Us Sustainability (DFSU)	0.1	$155k		3.3k	46.64	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$155k	NEW	822.00	188.09	View chart
Goldman Sachs (GS)	0.1	$152k		150.00	1011.37	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$147k	NEW	1.3k	110.15	View chart
Boeing Company (BA)	0.1	$144k		665.00	216.47	View chart
Meta Platforms Cl A (META)	0.1	$142k		251.00	564.93	View chart
McDonald's Corporation (MCD)	0.1	$141k		521.00	270.55	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$138k		583.00	236.84	View chart
Extra Space Storage (EXR)	0.1	$137k		944.00	145.31	View chart
Revolution Medicines (RVMD)	0.1	$131k	NEW	700.00	187.28	View chart
Emerson Electric (EMR)	0.1	$130k		907.00	143.15	View chart
Spdr Series Trust St Str Sp Metal (XME)	0.1	$128k		1.2k	106.93	View chart
Ishares Tr Us Energy Etf (IYE)	0.1	$126k		2.2k	56.60	View chart
Davis Fundamental Etf Tr Selct Intl Etf (DINT)	0.1	$123k		4.3k	28.50	View chart
Mastercard Incorporated Cl A (MA)	0.1	$123k		238.00	514.84	View chart
Series Portfolios Tr Eldr Aaa Clo Etf (CLOX)	0.1	$119k		4.7k	25.61	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.1	$115k		1.8k	62.63	View chart
Caterpillar (CAT)	0.1	$113k		106.00	1068.36	View chart
Lowe's Companies (LOW)	0.0	$107k		484.00	220.49	View chart
Walt Disney Company (DIS)	0.0	$105k		1.1k	96.25	View chart
Carrier Global Corporation (CARR)	0.0	$105k		1.4k	73.35	View chart
Southern Company (SO)	0.0	$104k		1.1k	95.71	View chart
Vanguard World Utilities Etf (VPU)	0.0	$104k		530.00	195.74	View chart
Cibc Cad (CM)	0.0	$100k		870.00	115.00	View chart
Expedia Group Com New (EXPE)	0.0	$100k	-2%	391.00	255.88	View chart
Union Pacific Corporation (UNP)	0.0	$99k		363.00	272.05	View chart
Invesco Exchange Traded Fd T Bloo Mvp Mul Etf (BMVP)	0.0	$99k		1.9k	51.28	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.0	$97k		1.5k	62.49	View chart
Merck & Co (MRK)	0.0	$93k		723.00	128.64	View chart
Hershey Company (HSY)	0.0	$91k		519.00	175.60	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)	0.0	$90k		1.5k	60.90	View chart
Gilead Sciences (GILD)	0.0	$87k		688.00	126.46	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$83k		1.6k	50.86	View chart
Columbia Banking System (COLB)	0.0	$82k		2.5k	32.05	View chart
Lockheed Martin Corporation (LMT)	0.0	$80k		157.00	510.08	View chart
Intercontinental Exchange (ICE)	0.0	$80k		650.00	123.11	View chart
Cigna Corp (CI)	0.0	$79k		288.00	275.68	View chart
L3harris Technologies (LHX)	0.0	$78k		266.00	291.62	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$76k		268.00	284.01	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$75k		205.00	365.70	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$74k		735.00	100.81	View chart
Micron Technology (MU)	0.0	$74k	+25%	64.00	1157.47	View chart
Texas Instruments Incorporated (TXN)	0.0	$74k		248.00	298.69	View chart
Norfolk Southern (NSC)	0.0	$74k		235.00	314.59	View chart
Vaneck Etf Trust Rare Ear Str Etf (REMX)	0.0	$74k		830.00	88.50	View chart
Invesco Exchange Traded Fd T Dors Wr Heal Etf (PTH)	0.0	$72k		1.2k	59.76	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.0	$72k		1.5k	49.28	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$70k		931.00	75.51	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$70k		2.3k	31.11	View chart
Ishares Msci Gbl Etf New (PICK)	0.0	$70k		1.2k	58.15	View chart
Public Storage (PSA)	0.0	$69k		217.00	319.68	View chart
Vanguard World Materials Etf (VAW)	0.0	$69k		301.00	229.42	View chart
Hormel Foods Corporation (HRL)	0.0	$69k		2.8k	24.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$68k	NEW	950.00	71.25	View chart
Colgate-Palmolive Company (CL)	0.0	$65k		713.00	91.74	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PSL)	0.0	$65k		580.00	112.00	View chart
Realty Income (O)	0.0	$65k		1.0k	61.99	View chart
Exxon Mobil Corporation (XOM)	0.0	$63k		460.00	136.83	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$62k		391.00	158.66	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$62k		282.00	219.88	View chart
Linde SHS (LIN)	0.0	$62k		119.00	518.93	View chart
Genworth Finl Com Shs (GNW)	0.0	$62k		6.5k	9.47	View chart
Victorias Secret And Common Stock (VSXY)	0.0	$60k		721.00	83.48	View chart
Corning Incorporated (GLW)	0.0	$59k		231.00	256.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$56k		258.00	218.45	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$55k		729.00	75.84	View chart
Aytu Biopharma (AYTU)	0.0	$54k		25k	2.15	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$54k		1.0k	53.61	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.0	$53k		593.00	89.18	View chart
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH)	0.0	$53k		475.00	110.94	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$51k		675.00	75.74	View chart
General Mills (GIS)	0.0	$51k	-11%	1.5k	34.81	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$51k	+25%	2.1k	24.15	View chart
Dover Corporation (DOV)	0.0	$50k		223.00	224.28	View chart
Powell Industries (POWL)	0.0	$50k	+198%	173.00	286.36	View chart
Fedex Fght Hld Common Stock (FDXF)	0.0	$49k	NEW	327.00	151.00	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$49k		2.8k	17.88	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$49k		357.00	137.64	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.0	$49k	-8%	1.0k	47.72	View chart
Ares Capital Corporation (ARCC)	0.0	$48k		2.6k	18.53	View chart
Duke Energy Corp Com New (DUK)	0.0	$48k		375.00	126.79	View chart
AmerisourceBergen (COR)	0.0	$47k		166.00	282.98	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$46k	-22%	4.3k	10.84	View chart
Cohen & Steers infrastucture Fund (UTF)	0.0	$46k		1.7k	27.59	View chart
Verizon Communications (VZ)	0.0	$46k	-2%	1.1k	42.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$45k		467.00	96.58	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$45k		986.00	45.71	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$45k		519.00	85.66	View chart
Ishares Tr Us Equity Factr (LRGF)	0.0	$44k		584.00	75.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$44k		144.00	303.53	View chart
eBay (EBAY)	0.0	$44k		390.00	111.85	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$44k		555.00	78.41	View chart
Northrop Grumman Corporation (NOC)	0.0	$43k	-5%	85.00	510.72	View chart
CSX Corporation (CSX)	0.0	$43k		900.00	47.53	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Basc (PYZ)	0.0	$43k		338.00	125.83	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.0	$43k		920.00	46.22	View chart
At&t (T)	0.0	$42k	-3%	2.0k	20.70	View chart
Textron (TXT)	0.0	$41k		447.00	91.73	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$41k		336.00	121.66	View chart
Fastenal Company (FAST)	0.0	$41k		842.00	48.05	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$40k		922.00	43.50	View chart
Nasdaq Omx (NDAQ)	0.0	$40k		504.00	78.82	View chart
Welltower Inc Com reit (WELL)	0.0	$40k		174.00	226.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$39k		500.00	77.11	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$38k		307.00	124.76	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)	0.0	$38k		369.00	103.44	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$38k		723.00	52.76	View chart
Ferrari Nv Ord (RACE)	0.0	$37k		100.00	372.29	View chart
Sellas Life Sciences Group I Com New (SLS)	0.0	$37k		2.5k	14.76	View chart
Weyerhaeuser Com New (WY)	0.0	$37k		1.5k	23.94	View chart
Wells Fargo & Company (WFC)	0.0	$37k		442.00	82.67	View chart
Palantir Technologies Cl A (PLTR)	0.0	$36k	-8%	309.00	116.67	View chart
Oneok (OKE)	0.0	$36k		414.00	86.94	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$36k		192.00	185.23	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$35k		974.00	36.14	View chart
Us Bancorp Del Com New (USB)	0.0	$35k		581.00	60.43	View chart
Public Service Enterprise (PEG)	0.0	$35k		430.00	81.19	View chart
Pfizer (PFE)	0.0	$34k		1.4k	24.08	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$34k	+400%	1.3k	27.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$34k	-20%	140.00	242.43	View chart
Ss&c Technologies Holding (SSNC)	0.0	$34k		541.00	62.09	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$34k		500.00	67.01	View chart
Globalfoundries Ordinary Shares (GFS)	0.0	$33k		400.00	82.41	View chart
Nike CL B (NKE)	0.0	$33k		800.00	41.05	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$32k		276.00	117.28	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.0	$32k		200.00	158.97	View chart
Royal Caribbean Cruises (RCL)	0.0	$32k		100.00	317.53	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$30k	+5%	63.00	477.56	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Util (PUI)	0.0	$30k		628.00	47.56	View chart
CVS Caremark Corporation (CVS)	0.0	$30k	+2%	287.00	103.45	View chart
International Business Machines (IBM)	0.0	$30k		104.00	283.30	View chart
Charles Schwab Corporation (SCHW)	0.0	$27k		295.00	92.57	View chart
Kraneshares Tr Elec Veh Futur (KARS)	0.0	$27k		854.00	31.56	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$27k		324.00	83.07	View chart
IPG Photonics Corporation (IPGP)	0.0	$26k		220.00	117.32	View chart
Nextera Energy (NEE)	0.0	$26k		293.00	87.95	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$26k		567.00	45.38	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$26k	NEW	150.00	170.86	View chart
GSK Sponsored Adr (GSK)	0.0	$25k		482.00	52.42	View chart
Expeditors International of Washington (EXPD)	0.0	$25k		151.00	162.98	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$24k	-26%	148.00	164.59	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$24k		163.00	149.18	View chart
Jacobs Engineering Group (J)	0.0	$23k		186.00	126.00	View chart
Public Pol Hldg Ord Shs (PPHC)	0.0	$23k	NEW	3.1k	7.41	View chart
Circle Internet Group Com Cl A (CRCL)	0.0	$23k		362.00	62.63	View chart
First Tr Exchange-traded Common Shs (FDD)	0.0	$23k		1.2k	18.56	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$22k		240.00	93.52	View chart
Zoom Communications Cl A (ZM)	0.0	$22k		260.00	86.31	View chart
Albemarle Corporation (ALB)	0.0	$22k		162.00	135.58	View chart
Fortinet (FTNT)	0.0	$21k	+11%	139.00	153.62	View chart
Ventas (VTR)	0.0	$21k		238.00	88.82	View chart
Spotify Technology S A SHS (SPOT)	0.0	$21k	+4%	46.00	459.11	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$21k		86.00	243.05	View chart
Ford Motor Company (F)	0.0	$21k		1.5k	13.90	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$21k		150.00	137.54	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$20k		150.00	130.40	View chart

Past Filings by Bellevue Asset Management

SEC 13F filings are viewable for Bellevue Asset Management going back to 2019

Bellevue Asset Management 2026 Q2 filed Aug. 4, 2026
Bellevue Asset Management 2026 Q1 filed April 24, 2026
Bellevue Asset Management 2025 Q4 filed Jan. 23, 2026
Bellevue Asset Management 2025 Q3 filed Nov. 4, 2025
Bellevue Asset Management 2025 Q2 filed July 23, 2025
Bellevue Asset Management 2025 Q1 filed April 28, 2025
Bellevue Asset Management 2024 Q4 filed Feb. 6, 2025
Bellevue Asset Management 2024 Q3 filed Oct. 25, 2024
Bellevue Asset Management 2024 Q2 filed July 31, 2024
Bellevue Asset Management 2024 Q1 filed April 26, 2024
Bellevue Asset Management 2023 Q4 filed Feb. 6, 2024
Bellevue Asset Management 2023 Q3 filed Oct. 25, 2023
Bellevue Asset Management 2023 Q2 filed July 31, 2023
Bellevue Asset Management 2023 Q1 filed May 9, 2023
Bellevue Asset Management 2022 Q4 filed Jan. 23, 2023
Bellevue Asset Management 2022 Q3 filed Nov. 7, 2022

View all past filings

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