Bellevue Asset Management, LLC Portfolio Holdings
Bellevue Asset Management, LLC
- $208 Million
- Q4 2025
Bellevue Asset Management, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $208 Million distributed in 489 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $68.8M, Apple Inc. with a value of $14.6M, Capital Group Growth ETF Shs C with a value of $9.99M, First Trust Rising Dividend Ac with a value of $9.9M, and First Tr ETF Fd Iv First Tr Lo with a value of $9.56M.
Examining the 13F form we can see an increase of $684K in the current position value, from $208M to 208M.
Bellevue Asset Management, LLC is based out at Bellevue, WA
Below you can find more details about Bellevue Asset Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 489
- Current Value $208 Million
- Prior Value $208 Million
- Filing
- Period Q4 2025
- Filing Date January 23, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 24 stocks
- Additional Purchases 148 stocks
- Sold out of 0 stocks
- Reduced holdings in 57 stocks