Belleair Asset Management, LLC has disclosed its quarterly holdings in a recent filing, revealing a total value of $118,726,041 as of September 30, 2026. This report is significant as it provides insights into the firm's investment strategies and its positioning within the financial services sector.

The company, based in Belleair Bluffs, Florida, focuses on asset management and investment advisory services. According to the filing, Belleair Asset Management has been actively managing a diverse portfolio, which includes substantial investments in prominent companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc.

The filing states, "The total number of entries in the report is 81, reflecting a wide range of investment choices across various sectors." This diverse portfolio indicates the firm's strategy to balance risk while capitalizing on growth opportunities in the market.

Among the notable investments listed, Belleair holds 4,489 shares of Apple Inc., valued at approximately $1,495,075. The firm has also invested heavily in Amazon.com Inc., with 1,061 shares valued at $264,348. Additionally, the company has made significant investments in Alphabet Inc., holding both Class A and Class C shares.

This quarterly report is particularly important for stakeholders and competitors in the asset management industry, as it provides a glimpse into Belleair’s investment choices and strategies. Competitors may analyze the firm's holdings to gauge market trends and potential areas of growth.

Looking ahead, the filing does not specify any upcoming actions or changes in strategy. However, the firm’s continued monitoring of its investments will be crucial as market conditions evolve.

Overall, Belleair Asset Management's recent 13F-HR filing highlights its commitment to a diversified investment approach, positioning itself strategically within the competitive landscape of financial services.