Stock Taper 
BELLEVUE ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ONEOK, Inc. | OKE | 414 | $35.99K |
 Public Service Enterprise Group Incorporated | PEG | 430 | $34.91K |
 Wells Fargo & Company | WFC | 442 | $36.54K |
 Textron Inc. | TXT | 447 | $41K |
 Exxon Mobil Corporation | XOM | 460 | $62.94K |
 Kenvue Inc. | KVUE | 465 | $8.9K |
 Lantheus Holdings, Inc. | LNTH | 475 | $52.7K |
 GSK plc | GSK | 482 | $25.27K |
 Lowe's Companies, Inc. | LOW | 484 | $106.72K |
 Healthpeak Properties, Inc. | DOC | 500 | $10.7K |
 Nasdaq, Inc. | NDAQ | 504 | $39.73K |
 DoubleVerify Holdings, Inc. | DV | 515 | $5.58K |
 The Hershey Company | HSY | 519 | $91.14K |
 McDonald's Corporation | MCD | 521 | $140.96K |
 SS&C Technologies Holdings, Inc. | SSNC | 541 | $33.59K |
 Eli Lilly and Company | LLY | 574 | $688.47K |
 U.S. Bancorp | USB | 581 | $35.11K |
 Apollo Commercial Real Estate Finance, Inc. | ARI | 604 | $6.45K |
 F&G Annuities & Life, Inc. | FG | 608 | $16.17K |
 Intercontinental Exchange, Inc. | ICE | 650 | $80.02K |