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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 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 67,017.0 $16.0M 0.61% +2K +2.5% $238.34 +8.6%
22 IBM INTERNATIONAL BUSINESS MACHS Technology 52,824.0 $14.9M 0.57% +3K +5.1% $281.21 -18.3%
23 RIO RIO TINTO PLC Basic Materials 153,586.0 $14.6M 0.56% +4K +2.6% $94.93 +10.3%
24 GOOGL ALPHABET INC Communication Services 40,741.0 $14.6M 0.56% +247.0 +0.6% $357.37 -4.4%
25 CVX CHEVRON CORPORATION Energy 84,267.0 $14.0M 0.53% +2K +2.2% $165.76 +21.0%
26 ABBV ABBVIE INC Healthcare 53,948.0 $13.6M 0.52% +297.0 +0.6% $251.64 +3.9%
27 SO SOUTHERN CO Utilities 140,136.0 $13.4M 0.51% +9K +6.9% $95.71 -6.0%
28 XOM EXXON MOBIL CORP Energy 95,667.0 $13.1M 0.50% +914.0 +1.0% $136.72 +16.2%
29 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 168,360.0 $12.9M 0.49% +5K +3.1% $76.40 +4.3%
30 GOOG ALPHABET INC 35,005.0 $12.4M 0.47% +2K +4.9% $353.33
31 TRP TC ENERGY CORP Energy 185,055.0 $12.3M 0.47% +4K +2.3% $66.29 -5.1%
32 META META PLATFORMS INC Communication Services 21,773.0 $12.3M 0.47% +468.0 +2.2% $563.29 +2.4%
33 AMGN AMGEN INC Healthcare 33,672.0 $12.2M 0.47% +1K +4.3% $362.12 +22.1%
34 UPS UNITED PARCEL SVCS INC Industrials 112,911.0 $12.1M 0.46% +3K +2.5% $107.50 -1.1%
35 PFE PFIZER INC Healthcare 484,403.0 $11.7M 0.45% +12K +2.4% $24.08 +17.7%
36 KMB KIMBERLY-CLARK CORP Consumer Defensive 101,680.0 $11.2M 0.43% -4K -3.4% $109.77 +0.7%
37 PRU PRUDENTIAL FINL INC Financial Services 102,073.0 $11.0M 0.42% +5K +5.5% $107.93 +11.6%
38 PG PROCTER & GAMBLE CO Consumer Defensive 72,718.0 $10.7M 0.41% +44K +149.4% $146.64 -1.1%
39 DUK DUKE ENERGY CORP NEW Utilities 82,648.0 $10.5M 0.40% +3K +3.7% $126.58 -3.6%
40 VZ VERIZON COMMUNICATIONS INC Communication Services 237,489.0 $10.1M 0.38% -9K -3.6% $42.34 +18.6%
Page 2 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%