Stock Taper

BELLEVUE ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
U.S. BancorpUSB581$35.11K
Eli Lilly and CompanyLLY574$688.47K
SS&C Technologies Holdings, Inc.SSNC541$33.59K
McDonald's CorporationMCD521$140.96K
The Hershey CompanyHSY519$91.14K
DoubleVerify Holdings, Inc.DV515$5.58K
Nasdaq, Inc.NDAQ504$39.73K
Healthpeak Properties, Inc.DOC500$10.7K
Lowe's Companies, Inc.LOW484$106.72K
GSK plcGSK482$25.27K
Lantheus Holdings, Inc.LNTH475$52.7K
Kenvue Inc.KVUE465$8.9K
Exxon Mobil CorporationXOM460$62.94K
Textron Inc.TXT447$41K
Wells Fargo & CompanyWFC442$36.54K
Public Service Enterprise Group IncorporatedPEG430$34.91K
ONEOK, Inc.OKE414$35.99K
Janus International Group, Inc.JBI412$2.29K
GLOBALFOUNDRIES Inc.GFS400$32.96K
Expedia Group, Inc.EXPE391$100.05K