Stock Taper 
BELLEVUE ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 United Parcel Service, Inc. | UPS | 1.45K | $155.8K |
 Carrier Global Corporation | CARR | 1.43K | $105.04K |
 Pfizer Inc. | PFE | 1.43K | $34.41K |
 The Home Depot, Inc. | HD | 1.39K | $490.06K |
 Johnson & Johnson | JNJ | 1.37K | $348.91K |
 Chevron Corporation | CVX | 1.3K | $215.84K |
 Berkshire Hathaway Inc. | BRK-B | 1.26K | $632.49K |
 Oracle Corporation | ORCL | 1.24K | $182.26K |
 Adobe Inc. | ADBE | 1.24K | $254.43K |
 Franklin BSP Realty Trust, Inc. | FBRT | 1.22K | $9.95K |
 Tesla, Inc. | TSLA | 1.21K | $508.93K |
 The Walt Disney Company | DIS | 1.09K | $105.2K |
 Verizon Communications Inc. | VZ | 1.08K | $45.98K |
 The Southern Company | SO | 1.08K | $103.75K |
 QUALCOMM Incorporated | QCOM | 1.08K | $199.85K |
 Realty Income Corporation | O | 1.04K | $64.78K |
 Liberty Latin America Ltd. | LILAK | 967 | $7.53K |
 Extra Space Storage Inc. | EXR | 944 | $137.17K |
 Emerson Electric Co. | EMR | 907 | $129.84K |
 CSX Corporation | CSX | 900 | $42.78K |