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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
Page 6 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLF SELECT SECTOR SPDR TR 17,088.0 $844K 0.04% -200.0 -1.2% $49.37 +5.1%
102 CRM SALESFORCE INC Technology 4,505.0 $841K 0.04% -926.0 -17.1% $186.67 -4.1%
103 ALL ALLSTATE CORP Financial Services 4,031.0 $836K 0.04% -263.0 -6.1% $207.34 +2.6%
104 DE DEERE & CO Industrials 1,430.0 $806K 0.03% $563.30 -6.1%
105 VGSH VANGUARD SCOTTSDALE FDS 13,253.0 $776K 0.03% -17K -55.7% $58.54 -0.4%
106 GLD SPDR GOLD TR Financial Services 1,798.0 $774K 0.03% +80.0 +4.7% $430.29 -3.8%
107 IWO ISHARES TR 2,288.0 $718K 0.03% -245.0 -9.7% $313.81 +21.0%
108 FDL FIRST TR EXCHANGE-TRADED FD 13,970.0 $710K 0.03% -3K -18.0% $50.80 -0.9%
109 MS MORGAN STANLEY Financial Services 4,309.0 $709K 0.03% -380.0 -8.1% $164.57 +22.6%
110 HEI HEICO CORP NEW Industrials 2,497.0 $685K 0.03% -2K -48.2% $274.20 +12.6%
111 VBK VANGUARD INDEX FDS 2,181.0 $659K 0.03% +12.0 +0.6% $302.25 +16.7%
112 IWF ISHARES TR 1,541.0 $657K 0.03% -159.0 -9.3% $426.40 -70.5%
113 INTC INTEL CORP Technology 13,374.0 $590K 0.03% $44.13 +179.9%
114 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 935.0 $577K 0.02% $616.76 +10.4%
115 CRWD CROWDSTRIKE HLDGS INC Technology 1,474.0 $575K 0.02% +59.0 +4.2% $390.41 +72.0%
116 BLK BLACKROCK INC Financial Services 597.0 $574K 0.02% -18.0 -2.9% $961.71 +12.0%
117 CB CHUBB LTD SWITZ Financial Services 1,732.0 $565K 0.02% -347.0 -16.7% $325.93 -0.1%
118 MGV VANGUARD WORLD FD 3,824.0 $554K 0.02% +34.0 +0.9% $144.95 +8.9%
119 DGRO ISHARES TR 7,856.0 $551K 0.02% -47.0 -0.6% $70.18 +6.3%
120 HON HONEYWELL INTL INC Industrials 2,409.0 $545K 0.02% +14.0 +0.6% $226.03 +2.5%
Page 6 of 10  ·  188 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 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%