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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SYK STRYKER CORPORATION Healthcare 1,017.0 $320K 0.01% +45.0 +4.6% $314.84 +2.3%
82 GS GOLDMAN SACHS GROUP INC Financial Services 307.0 $310K 0.01% +55.0 +21.8% $1011.37 +2.9%
83 XLK SELECT SECTOR SPDR TR 1,623.0 $309K 0.01% +29.0 +1.8% $190.52 -1.0%
84 ITOT ISHARES TR 1,839.0 $302K 0.01% +227.0 +14.1% $164.27 +2.9%
85 BA BOEING CO Industrials 1,395.0 $302K 0.01% +225.0 +19.2% $216.47 -3.0%
86 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,182.0 $299K 0.01% +68.0 +1.3% $57.62 +16.2%
87 TMO THERMO FISHER SCIENTIFIC INC Healthcare 563.0 $282K 0.01% +47.0 +9.1% $501.36 +25.8%
88 TRV TRAVELERS COMPANIES INC Financial Services 794.0 $262K 0.01% +12.0 +1.5% $330.12 +11.9%
89 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,325.0 $236K 0.01% +1K +2400.0% $178.24 +13.6%
Page 5 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%