BELLEVUE ASSET MANAGEMENT, LLC

Portfolio Overview

Bellevue Asset Management, LLC reported a substantial expansion in its portfolio activity for the quarter ending December 31, 2025. The total portfolio value surged by 209.5%, growing from approximately $99.92M to $309.25M. This dramatic increase is attributable to a combination of significant capital inflows and a strategic pivot in asset allocation. The portfolio currently holds 489 positions, indicating a high level of diversification.

The portfolio st...