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Portfolio (Quarterly) Guide ↗

Bell Bank

· CIK 0001002672
13F Portfolio $2.6B AUM 240 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 89 Added 46 Reduced 14 Exited
Page 2 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TRP TC ENERGY CORP Energy 185,055.0 $12.3M 0.47% +4K +2.3% $66.29 -5.1%
22 META META PLATFORMS INC Communication Services 21,773.0 $12.3M 0.47% +468.0 +2.2% $563.29 +2.4%
23 AMGN AMGEN INC Healthcare 33,672.0 $12.2M 0.47% +1K +4.3% $362.12 +22.1%
24 UPS UNITED PARCEL SVCS INC Industrials 112,911.0 $12.1M 0.46% +3K +2.5% $107.50 -1.1%
25 PFE PFIZER INC Healthcare 484,403.0 $11.7M 0.45% +12K +2.4% $24.08 +17.7%
26 PRU PRUDENTIAL FINL INC Financial Services 102,073.0 $11.0M 0.42% +5K +5.5% $107.93 +11.6%
27 PG PROCTER & GAMBLE CO Consumer Defensive 72,718.0 $10.7M 0.41% +44K +149.4% $146.64 -1.1%
28 DUK DUKE ENERGY CORP NEW Utilities 82,648.0 $10.5M 0.40% +3K +3.7% $126.58 -3.6%
29 GILD GILEAD SCIENCES INC Healthcare 78,616.0 $9.9M 0.38% +2K +2.6% $126.34 +17.7%
30 PEP PEPSICO INC Consumer Defensive 68,139.0 $9.2M 0.35% +3K +4.2% $135.40 +5.0%
31 KHC KRAFT HEINZ CO Consumer Defensive 375,236.0 $8.9M 0.34% +37K +11.0% $23.62 +4.2%
32 KMI KINDER MORGAN INC DEL Energy 264,295.0 $8.4M 0.32% +4K +1.6% $31.97 +0.6%
33 AVGO BROADCOM INC Technology 21,939.0 $8.3M 0.32% +681.0 +3.2% $377.75 -6.4%
34 SWKS SKYWORKS SOLUTIONS INC Technology 119,695.0 $8.1M 0.31% +18K +17.7% $67.80 -3.4%
35 IP INTERNATIONAL PAPER CO Consumer Cyclical 196,995.0 $7.5M 0.29% +187K +1801.5% $38.10 +8.6%
36 JPM JPMORGAN CHASE & CO Financial Services 22,218.0 $7.3M 0.28% +2K +7.3% $327.33 +9.1%
37 BX BLACKSTONE INC Financial Services 58,513.0 $6.9M 0.26% +6K +10.7% $117.67 +21.9%
38 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 14,031.0 $6.7M 0.26% +475.0 +3.5% $477.57 -12.4%
39 CCI CROWN CASTLE INC Real Estate 84,123.0 $6.4M 0.24% +10K +13.9% $75.73 -0.4%
40 AMD ADVANCED MICRO DEVICES INC Technology 10,733.0 $6.2M 0.24% +191.0 +1.8% $580.91 -17.1%
Page 2 of 5  ·  89 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.6%
Technology 22.3%
Consumer Defensive 8.8%
Healthcare 7.2%
Energy 5.4%
Communication Services 5.1%
Consumer Cyclical 4.3%
Industrials 3.7%
Utilities 2.9%
Basic Materials 1.7%