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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 9 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SYK STRYKER CORPORATION Healthcare 1,017.0 $320K 0.01% +45.0 +4.6% $314.84 +4.7%
162 INV INNVENTURE INC Financial Services 62,223.0 $315K 0.01% NEW $5.07 -71.2%
163 SCHY SCHWAB STRATEGIC TR 9,820.0 $312K 0.01% $31.73 +5.9%
164 GS GOLDMAN SACHS GROUP INC Financial Services 307.0 $310K 0.01% +55.0 +21.8% $1011.37 +2.9%
165 XLK SELECT SECTOR SPDR TR 1,623.0 $309K 0.01% +29.0 +1.8% $190.52 -4.0%
166 ITOT ISHARES TR 1,839.0 $302K 0.01% +227.0 +14.1% $164.27 +2.2%
167 BA BOEING CO Industrials 1,395.0 $302K 0.01% +225.0 +19.2% $216.47 -2.0%
168 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,182.0 $299K 0.01% +68.0 +1.3% $57.62 +17.3%
169 DAL DELTA AIR LINES INC Industrials 3,180.0 $298K 0.01% $93.66 -11.3%
170 COF CAPITAL ONE FINL CORP Financial Services 1,458.0 $293K 0.01% $200.62 +8.3%
171 DFUV DIMENSIONAL ETF TRUST 5,306.0 $292K 0.01% $55.01 +4.4%
172 MOAT VANECK ETF TRUST 2,734.0 $284K 0.01% $103.96 +9.5%
173 TMO THERMO FISHER SCIENTIFIC INC Healthcare 563.0 $282K 0.01% +47.0 +9.1% $501.36 +26.4%
174 MET METLIFE INC Financial Services 3,320.0 $281K 0.01% $84.61 +14.1%
175 IWM ISHARES TR 902.0 $271K 0.01% $300.45 -0.5%
176 TRV TRAVELERS COMPANIES INC Financial Services 794.0 $262K 0.01% +12.0 +1.5% $330.12 +12.4%
177 PUTNAM ETF TRUST 29,335.0 $262K 0.01% NEW $8.92
178 DHR DANAHER CORP DEL Healthcare 1,347.0 $257K 0.01% -893.0 -39.9% $190.48 +13.1%
179 DFIV DIMENSIONAL ETF TRUST 4,646.0 $251K 0.01% $54.02 +7.8%
180 FDX FEDEX CORP Industrials 782.0 $245K 0.01% -6.0 -0.8% $313.13 +7.3%
Page 9 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%