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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 8 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UNP UNION PAC CORP Industrials 1,589.0 $432K 0.02% -132.0 -7.7% $272.00 +14.2%
142 IWR ISHARES TR 3,905.0 $431K 0.02% -86.0 -2.1% $110.32 +2.6%
143 URI UNITED RENTALS INC Industrials 372.0 $421K 0.02% $1132.89 -6.6%
144 TOLZ PROSHARES TR 7,000.0 $415K 0.02% $59.27 +0.7%
145 LMT LOCKHEED MARTIN CORP Industrials 804.0 $410K 0.02% $509.46 +11.0%
146 SNDK SANDISK CORP Technology 173.0 $393K 0.01% NEW $2273.73 -34.1%
147 OTTR OTTER TAIL CORP Utilities 4,086.0 $368K 0.01% $89.98 +2.6%
148 FNDF SCHWAB STRATEGIC TR 6,940.0 $366K 0.01% $52.76 +5.5%
149 CRM SALESFORCE INC Technology 2,295.0 $360K 0.01% -2K -49.1% $156.66 +31.3%
150 IYW ISHARES TR 1,418.0 $358K 0.01% +28.0 +2.0% $252.23 -2.2%
151 TT TRANE TECHNOLOGIES PLC Industrials 728.0 $358K 0.01% $491.16 -5.7%
152 MUB ISHARES TR 3,314.0 $357K 0.01% NEW $107.62 -2.0%
153 IJH ISHARES TR 4,598.0 $355K 0.01% +873.0 +23.4% $77.11 -0.6%
154 ECL ECOLAB INC Basic Materials 1,259.0 $351K 0.01% +23.0 +1.9% $278.61 +4.3%
155 MPLX MPLX LP Energy 6,200.0 $349K 0.01% $56.33 +5.3%
156 XEL XCEL ENERGY INC Utilities 4,328.0 $348K 0.01% -69.0 -1.6% $80.30 -3.3%
157 WDC WESTERN DIGITAL CORP Technology 544.0 $347K 0.01% NEW $638.72 -26.6%
158 BWA BORGWARNER INC Consumer Cyclical 5,202.0 $345K 0.01% $66.40 -2.6%
159 PANW PALO ALTO NETWORKS INC Technology 963.0 $328K 0.01% NEW $341.02 -0.5%
160 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 6,108.0 $322K 0.01% -112K -94.8% $52.65 +18.9%
Page 8 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%