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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 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LOW LOWES COS INC Consumer Cyclical 9,597.0 $2.1M 0.08% +200.0 +2.1% $220.49 -4.6%
82 CAT CATERPILLAR INC Industrials 1,865.0 $2.0M 0.08% +11.0 +0.6% $1064.90 -22.8%
83 DFUS DIMENSIONAL ETF TRUST 23,749.0 $1.9M 0.07% $81.94 +2.1%
84 INTC INTEL CORP Technology 13,470.0 $1.9M 0.07% +96.0 +0.7% $139.63 -36.8%
85 IVV ISHARES TR 2,418.0 $1.8M 0.07% +2K +321.2% $748.89 +2.8%
86 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 46,675.0 $1.6M 0.06% +809.0 +1.8% $34.00 +9.8%
87 NFLX NETFLIX INC. Communication Services 22,023.0 $1.6M 0.06% +314.0 +1.4% $71.40 +14.1%
88 ANET ARISTA NETWORKS INC Technology 8,899.0 $1.5M 0.06% +63.0 +0.7% $169.88 +19.1%
89 ADI ANALOG DEVICES INC Technology 3,784.0 $1.5M 0.06% -164.0 -4.2% $397.17 -6.4%
90 VYM VANGUARD WHITEHALL FDS 9,365.0 $1.5M 0.06% -596.0 -6.0% $158.03 +4.4%
91 ESGV VANGUARD WORLD FD 11,171.0 $1.5M 0.06% -70.0 -0.6% $132.24 +2.6%
92 IRT INDEPENDENCE RLTY TR INC Real Estate 88,006.0 $1.5M 0.06% $16.69 -0.5%
93 BERKSHIRE HATHAWAY INC DEL 2,669.0 $1.3M 0.05% -2K -42.4% $500.39
94 JNJ JOHNSON & JOHNSON Healthcare 5,046.0 $1.3M 0.05% -172.0 -3.3% $253.97 +6.3%
95 AXP AMERICAN EXPRESS CO Financial Services 3,648.0 $1.2M 0.05% +60.0 +1.7% $338.25 -0.6%
96 VGT VANGUARD WORLD FD 10,248.0 $1.2M 0.05% +9K +700.0% $119.52 -1.3%
97 CRWD CROWDSTRIKE HLDGS INC Technology 1,578.0 $1.2M 0.05% +104.0 +7.1% $190.79 -0.8%
98 FDL FIRST TR EXCHANGE-TRADED FD 24,302.0 $1.2M 0.04% +10K +74.0% $48.66 +9.8%
99 MMM 3M CO Industrials 7,256.0 $1.2M 0.04% -71.0 -1.0% $161.91 +11.2%
100 BAC BANK OF AMER CORP Financial Services 20,496.0 $1.2M 0.04% $56.98 +9.2%
Page 5 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%