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Bell Bank

· CIK 0001002672
13F Portfolio $2.3B AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 194 New
Page 3 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 USB US BANCORP DEL Financial Services 173,472.0 $9.3M 0.40% NEW $53.36 +0.1%
42 DUK DUKE ENERGY CORP NEW Utilities 77,541.0 $9.1M 0.39% NEW $117.21 +6.1%
43 GSK GSK PLC Healthcare 184,200.0 $9.0M 0.39% NEW $49.04 +3.9%
44 HBAN HUNTINGTON BANCSHARES INC Financial Services 519,395.0 $9.0M 0.39% NEW $17.35 -10.6%
45 T AT&T INC Communication Services 327,243.0 $8.1M 0.35% NEW $24.84 -0.7%
46 KHC KRAFT HEINZ CO Consumer Defensive 334,524.0 $8.1M 0.35% NEW $24.25 -3.9%
47 HPE HEWLETT PACKARD ENTERPRISE C Technology 326,718.0 $7.8M 0.34% NEW $24.02 +42.1%
48 KMI KINDER MORGAN INC DEL Energy 265,786.0 $7.3M 0.31% NEW $27.49 +21.5%
49 AVGO BROADCOM INC Technology 19,900.0 $6.9M 0.29% NEW $346.10 +22.9%
50 VTRS VIATRIS INC Healthcare 552,650.0 $6.9M 0.29% NEW $12.45 +38.6%
51 CCI CROWN CASTLE INC Real Estate 73,049.0 $6.5M 0.28% NEW $88.87 -2.5%
52 JPM JPMORGAN CHASE & CO. Financial Services 20,132.0 $6.5M 0.28% NEW $322.22 -6.9%
53 CAG CONAGRA BRANDS INC Consumer Defensive 373,277.0 $6.5M 0.28% NEW $17.31 -22.4%
54 V VISA INC Financial Services 16,803.0 $5.9M 0.25% NEW $350.71 -8.0%
55 DOW DOW INC Basic Materials 246,954.0 $5.8M 0.25% NEW $23.38 +65.9%
56 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 123,703.0 $5.4M 0.23% NEW $43.30 +69.2%
57 KMB KIMBERLY-CLARK CORP Consumer Defensive 50,771.0 $5.1M 0.22% NEW $100.89 -4.2%
58 TSLA TESLA INC Consumer Cyclical 11,031.0 $5.0M 0.21% NEW $449.72 -1.4%
59 PG PROCTER AND GAMBLE CO Consumer Defensive 29,523.0 $4.2M 0.18% NEW $143.31 -0.4%
60 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 12,943.0 $3.9M 0.17% NEW $303.89 +37.5%
Page 3 of 10  ·  194 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 39.0%
Technology 18.7%
Healthcare 8.6%
Communication Services 7.6%
Consumer Defensive 6.6%
Energy 5.5%
Consumer Cyclical 3.8%
Basic Materials 3.3%
Utilities 2.9%
Industrials 2.8%