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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 10 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BIIB BIOGEN INC Healthcare 1,109.0 $240K 0.01% $216.06 +2.3%
182 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,325.0 $236K 0.01% +1K +2400.0% $178.24 +18.1%
183 PFF ISHARES TR 7,697.0 $235K 0.01% $30.49 +0.5%
184 SBUX STARBUCKS CORP Consumer Cyclical 2,260.0 $231K 0.01% -1K -38.0% $102.19 +5.1%
185 GLW CORNING INC Technology 854.0 $218K 0.01% NEW $255.43 -40.7%
186 MSI MOTOROLA SOLUTIONS INC Technology 522.0 $217K 0.01% $415.29 +17.7%
187 AME AMETEK INC Industrials 895.0 $217K 0.01% NEW $241.94 +1.5%
188 ROK ROCKWELL AUTOMATION INC Industrials 431.0 $213K 0.01% NEW $495.08 -12.7%
189 VHT VANGUARD WORLD FD 710.0 $212K 0.01% NEW $299.01 +9.3%
190 VMC VULCAN MATLS CO Basic Materials 719.0 $212K 0.01% NEW $295.01 -7.5%
191 ABT ABBOTT LABORATORIES Healthcare 2,284.0 $207K 0.01% -135.0 -5.6% $90.74 +26.4%
192 WST WEST PHARMACEUTICAL SVSC INC Healthcare 560.0 $201K 0.01% NEW $359.00 -1.7%
193 DIGITALBRIDGE GROUP INC 12,500.0 $197K 0.01% $15.78
194 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 13,656.0 $151K 0.01% $11.06 -3.8%
195 BOF BRANCHOUT FOOD INC Consumer Defensive 12,500.0 $58K 0.00% NEW $4.60 -14.8%
Page 10 of 10  ·  195 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%