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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 7 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VYMI VANGUARD WHITEHALL FDS 5,672.0 $535K 0.02% +327.0 +6.1% $94.24 +6.7%
122 UNH UNITEDHEALTH GROUP INC Healthcare 1,966.0 $532K 0.02% -1K -37.5% $270.59 +41.9%
123 MGK VANGUARD WORLD FD 1,381.0 $507K 0.02% +72.0 +5.5% $367.44 -75.6%
124 TXN TEXAS INSTRS INC Technology 2,613.0 $507K 0.02% -120.0 -4.4% $194.14 +63.5%
125 SUSA ISHARES TR 3,802.0 $502K 0.02% NEW $132.10 +15.2%
126 LMT LOCKHEED MARTIN CORP Industrials 804.0 $486K 0.02% -54.0 -6.3% $604.39 -12.1%
127 IGF ISHARES TR 7,000.0 $469K 0.02% $67.00 +0.2%
128 J P MORGAN EXCHANGE TRADED F 9,259.0 $469K 0.02% $50.61
129 NOW SERVICENOW INC Technology 4,340.0 $454K 0.02% -1K -24.9% $104.55 -2.3%
130 VB VANGUARD INDEX FDS 1,728.0 $453K 0.02% -196.0 -10.2% $261.92 +11.7%
131 ESGD ISHARES TR 4,733.0 $453K 0.02% NEW $95.62 +8.3%
132 NXPI NXP SEMICONDUCTORS N V Technology 2,219.0 $437K 0.02% -213.0 -8.8% $196.86 +67.2%
133 DHR DANAHER CORP DEL Healthcare 2,240.0 $425K 0.02% $189.60 -8.7%
134 NSC NORFOLK SOUTHN CORP Industrials 1,465.0 $420K 0.02% $287.00 +13.5%
135 TOLZ PROSHARES TR 7,000.0 $420K 0.02% $59.98 +1.7%
136 UNP UNION PAC CORP Industrials 1,721.0 $418K 0.02% +28.0 +1.6% $242.62 +15.2%
137 USB US BANCORP Financial Services 7,803.0 $406K 0.02% -166K -95.5% $52.01 +5.2%
138 IWR ISHARES TR 3,991.0 $388K 0.02% -631.0 -13.7% $97.23 +9.7%
139 MRK MERCK & CO INC Healthcare 3,120.0 $375K 0.02% -255.0 -7.6% $120.29 -0.0%
140 IVV ISHARES TR 574.0 $375K 0.02% -249.0 -30.3% $653.21 +15.4%
Page 7 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%