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Portfolio (Quarterly) Guide ↗

Bell Bank

· CIK 0001002672
13F Portfolio $2.4B AUM 232 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 63 Added 70 Reduced 15 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BX BLACKSTONE INC Financial Services 52,871.0 $6.1M 0.26% NEW $114.99 +2.5%
2 BXSL BLACKSTONE SECD LENDING FD Financial Services 232,851.0 $5.5M 0.23% NEW $23.69 -0.4%
3 SWKS SKYWORKS SOLUTIONS INC Technology 101,668.0 $5.4M 0.23% NEW $53.55 +54.2%
4 GIS GENERAL MILLS INC Consumer Defensive 141,159.0 $5.3M 0.22% NEW $37.22 -10.7%
5 SUSA ISHARES TR 3,802.0 $502K 0.02% NEW $132.10 +15.5%
6 ESGD ISHARES TR 4,733.0 $453K 0.02% NEW $95.62 +8.5%
7 ITOT ISHARES TR 1,612.0 $230K 0.01% NEW $142.43 +15.1%
8 MSI MOTOROLA SOLUTIONS INC Technology 522.0 $227K 0.01% NEW $433.97 -4.8%
9 BIIB BIOGEN INC Healthcare 1,109.0 $203K 0.01% NEW $183.33 +5.2%

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 35.6%
Technology 18.4%
Healthcare 9.1%
Consumer Defensive 8.0%
Communication Services 7.4%
Energy 6.9%
Basic Materials 4.2%
Consumer Cyclical 3.7%
Utilities 3.2%
Industrials 2.6%