Bell Bank

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, Bell Bank maintained a portfolio of 203 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 2.7%. The fund also reduced its exposure to SEAGATE TECHNOLOGY H by 27.7%.
PCA Score Concentration Risk
Risk ENB
Total Positions
203
Quarter
2026 Q1
Top Holding
IEFA (13.6%)
Top 10 Concentration
70.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 203
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IEFA
ISHARES TR
ETF 13.63% 13.22% #1
Prev: #1
6.5 93,744 2.7%
P
S
3,550,678 $321,442,879 2018 Q2 13F Filing 2026-03-31 2026-04-23
VTV
VANGUARD INDEX ...
ETF 13.52% 13.09% #2
Prev: #2
6.0 21,612 1.3%
P
S
1,625,697 $318,961,752 2014 Q3 13F Filing 2026-03-31 2026-04-23
VUG
VANGUARD INDEX ...
Warrant 11.26% 12.31% #3
Prev: #3
5.5 17,440 3.0%
P
S
608,080 $265,603,264 2025 Q1 13F Filing 2026-03-31 2026-04-23
QQQ
INVESCO QQQ TR
ETF 8.79% 9.28% #4
Prev: #4
4.5 5,467 1.5%
P
S
359,025 $207,222,049 2000 Q2 13F Filing 2026-03-31 2026-04-23
RSP
INVESCO EXCHANG...
Unknown 5.00% 4.81% #5
Prev: #5
3.0 26,774 4.6%
P
S
614,254 $117,887,628 2025 Q2 13F Filing 2026-03-31 2026-04-23
VTI
VANGUARD INDEX ...
ETF 4.64% 4.79% #6
Prev: #6
2.4 7,482 2.2%
P
S
341,452 $109,541,216 2017 Q4 13F Filing 2026-03-31 2026-04-23
SPYV
SPDR SERIES TRU...
Unknown 4.21% 3.84% #7 1
Prev: #8
3.7 172,282 10.9%
P
S
1,753,318 $99,202,732 2024 Q4 13F Filing 2026-03-31 2026-04-23
VOO
VANGUARD INDEX ...
ETF 3.77% 4.00% #8 1
Prev: #7
2.0 -460 -0.3%
P
S
148,629 $88,813,259 2020 Q2 13F Filing 2026-03-31 2026-04-23
AGG
ISHARES TR
ETF 2.76% 2.63% #9
Prev: #9
3.1 40,078 6.5%
P
S
656,447 $65,165,494 2008 Q2 13F Filing 2026-03-31 2026-04-23
BILS
SPDR SERIES TRU...
ETF 2.52% 2.32% #10
Prev: #10
3.0 50,990 9.3%
P
S
598,332 $59,498,134 2024 Q2 13F Filing 2026-03-31 2026-04-23
VMBS
VANGUARD SCOTTS...
ETF 1.79% 1.70% #11 1
Prev: #12
2.7 52,972 6.3%
P
S
897,929 $42,157,766 2024 Q4 13F Filing 2026-03-31 2026-04-23
BIL
SPDR SERIES TRU...
ETF 1.43% 1.72% #12 1
Prev: #11
1.1 -72,757 -16.5%
P
S
368,729 $33,790,326 2023 Q3 13F Filing 2026-03-31 2026-04-23
NVDA
NVIDIA CORPORAT...
Technology 1.38% 1.48% #13
Prev: #13
1.1 1,046 0.6%
P
S
186,526 $32,530,134 2006 Q4 13F Filing 2026-03-31 2026-04-23
JAAA
JANUS DETROIT S...
ETF 1.02% 0.52% #14 12
Prev: #26
3.4 238,811 100.0%
P
S
477,660 $24,059,734 2025 Q3 13F Filing 2026-03-31 2026-04-23
CVX
CHEVRON CORPORA...
Energy 0.72% 0.54% #15 9
Prev: #24
0.8 -678 -0.8%
P
S
82,445 $17,057,870 2003 Q3 13F Filing 2026-03-31 2026-04-23
SPY
STATE STR SPDR ...
ETF 0.71% 0.77% #16 1
Prev: #15
0.8 -348 -1.3%
P
S
25,907 $16,848,358 2003 Q3 13F Filing 2026-03-31 2026-04-23
MSFT
MICROSOFT CORP
Technology 0.71% 0.83% #17 3
Prev: #14
2.3 5,057 12.6%
P
S
45,100 $16,694,667 1999 Q3 13F Filing 2026-03-31 2026-04-23
XOM
EXXON MOBIL COR...
Energy 0.68% 0.49% #18 9
Prev: #27
0.8 -1,346 -1.4%
P
S
94,753 $16,075,794 2001 Q2 13F Filing 2026-03-31 2026-04-23
AAPL
APPLE INC
Technology 0.59% 0.64% #19 2
Prev: #17
0.7 -75 -0.1%
P
S
55,112 $13,986,874 2004 Q3 13F Filing 2026-03-31 2026-04-23
STX
SEAGATE TECHNOL...
Technology 0.59% 0.58% #20 1
Prev: #21
0.2 -13,694 -27.7%
P
S
35,674 $13,975,646 2014 Q2 13F Filing 2026-03-31 2026-04-23
RIO
RIO TINTO PLC
Basic Materials 0.59% 0.58% #21 1
Prev: #20
0.7 -20,417 -12.0%
P
S
149,635 $13,959,449 2021 Q2 13F Filing 2026-03-31 2026-04-23
AMZN
AMAZON COM INC
Consumer Cyclical 0.58% 0.63% #22 4
Prev: #18
0.7 1,543 2.4%
P
S
65,371 $13,614,818 2015 Q4 13F Filing 2026-03-31 2026-04-23
PFE
PFIZER INC
Healthcare 0.56% 0.47% #23 8
Prev: #31
2.2 27,212 6.1%
P
S
472,862 $13,277,965 1999 Q3 13F Filing 2026-03-31 2026-04-23
SO
SOUTHERN CO
Utilities 0.54% 0.48% #24 6
Prev: #30
0.7 3,196 2.5%
P
S
131,097 $12,653,482 2013 Q2 13F Filing 2026-03-31 2026-04-23
VZ
VERIZON COMMUNI...
Communication Services 0.52% 0.45% #25 9
Prev: #34
0.7 -13,094 -5.0%
P
S
246,289 $12,363,708 2000 Q3 13F Filing 2026-03-31 2026-04-23
META
META PLATFORMS ...
Communication Services 0.52% 0.57% #26 4
Prev: #22
2.2 1,119 5.5%
P
S
21,305 $12,189,230 2018 Q2 13F Filing 2026-03-31 2026-04-23
IBM
INTERNATIONAL B...
Technology 0.52% 0.58% #27 8
Prev: #19
2.2 4,312 9.4%
P
S
50,274 $12,185,915 1999 Q3 13F Filing 2026-03-31 2026-04-23
ADM
ARCHER DANIELS ...
Consumer Defensive 0.50% 0.40% #28 12
Prev: #40
0.7 2,095 1.3%
P
S
163,244 $11,866,206 2006 Q2 13F Filing 2026-03-31 2026-04-23
ABBV
ABBVIE INC
Healthcare 0.49% 0.52% #29 4
Prev: #25
0.7 736 1.4%
P
S
53,651 $11,668,556 2013 Q2 13F Filing 2026-03-31 2026-04-23
GOOGL
ALPHABET INC
Communication Services 0.49% 0.56% #30 7
Prev: #23
0.7 -1,562 -3.7%
P
S
40,494 $11,644,455 2015 Q4 13F Filing 2026-03-31 2026-04-23
AMGN
AMGEN INC
Healthcare 0.48% 0.42% #31 5
Prev: #36
2.2 2,320 7.7%
P
S
32,282 $11,358,422 2000 Q2 13F Filing 2026-03-31 2026-04-23
TRP
TC ENERGY CORP
Energy 0.48% 0.43% #32 3
Prev: #35
0.7 -4,099 -2.2%
P
S
180,873 $11,322,650 2020 Q2 13F Filing 2026-03-31 2026-04-23
CSCO
CISCO SYS INC
Technology 0.48% 0.49% #33 5
Prev: #28
0.7 -3,709 -2.5%
P
S
145,244 $11,269,482 1999 Q3 13F Filing 2026-03-31 2026-04-23
UPS
UNITED PARCEL S...
Industrials 0.46% 0.49% #34 5
Prev: #29
0.7 -5,505 -4.8%
P
S
110,120 $10,833,605 2000 Q2 13F Filing 2026-03-31 2026-04-23
GILD
GILEAD SCIENCES...
Healthcare 0.45% 0.40% #35 3
Prev: #38
0.7 80 0.1%
P
S
76,657 $10,683,686 2003 Q4 13F Filing 2026-03-31 2026-04-23
DUK
DUKE ENERGY COR...
Utilities 0.44% 0.39% #36 6
Prev: #42
0.7 2,157 2.8%
P
S
79,698 $10,435,656 2004 Q1 13F Filing 2026-03-31 2026-04-23
KMB
KIMBERLY-CLARK ...
Consumer Defensive 0.43% 0.22% #37 20
Prev: #57
3.2 54,479 107.3%
P
S
105,250 $10,153,467 1999 Q3 13F Filing 2026-03-31 2026-04-23
PEP
PEPSICO INC
Consumer Defensive 0.43% 0.40% #38 1
Prev: #39
0.7 24 0.0%
P
S
65,380 $10,152,861 1999 Q3 13F Filing 2026-03-31 2026-04-23
GSK
GSK PLC
Healthcare 0.43% 0.39% #39 4
Prev: #43
0.7 -1,972 -1.1%
P
S
182,228 $10,057,164 2007 Q1 13F Filing 2026-03-31 2026-04-23
GOOG
ALPHABET INC
Communication Services 0.41% 0.47% #40 8
Prev: #32
0.7 -1,586 -4.5%
P
S
33,369 $9,572,231 2004 Q4 13F Filing 2026-03-31 2026-04-23
LYB
LYONDELLBASELL ...
Basic Materials 0.40% 0.23% #41 15
Prev: #56
0.7 -5,690 -4.6%
P
S
118,013 $9,507,128 2013 Q3 13F Filing 2026-03-31 2026-04-23
T
AT&T INC
Communication Services 0.40% 0.35% #42 3
Prev: #45
0.7 -584 -0.2%
P
S
326,659 $9,469,845 1999 Q3 13F Filing 2026-03-31 2026-04-23
PRU
PRUDENTIAL FINL...
Financial Services 0.40% 0.41% #43 6
Prev: #37
2.2 11,343 13.3%
P
S
96,775 $9,453,950 2003 Q3 13F Filing 2026-03-31 2026-04-23
ARCC
ARES CAPITAL CO...
Financial Services 0.40% 0.46% #44 11
Prev: #33
0.7 -17,242 -3.2%
P
S
517,344 $9,322,539 2013 Q2 13F Filing 2026-03-31 2026-04-23
DOW
DOW HLDGS INC
Basic Materials 0.38% 0.25% #45 10
Prev: #55
0.7 -31,757 -12.9%
P
S
215,197 $8,962,955 2004 Q1 13F Filing 2026-03-31 2026-04-23
KMI
KINDER MORGAN I...
Energy 0.37% 0.31% #46 2
Prev: #48
0.6 -5,704 -2.1%
P
S
260,082 $8,720,549 2003 Q3 13F Filing 2026-03-31 2026-04-23
HPE
HEWLETT PACKARD...
Technology 0.35% 0.34% #47
Prev: #47
2.1 19,352 5.9%
P
S
346,070 $8,239,927 2021 Q3 13F Filing 2026-03-31 2026-04-23
KHC
KRAFT HEINZ CO
Consumer Defensive 0.32% 0.35% #48 2
Prev: #46
0.6 3,576 1.1%
P
S
338,100 $7,603,869 2020 Q1 13F Filing 2026-03-31 2026-04-23
VTRS
VIATRIS INC
Healthcare 0.31% 0.29% #49 1
Prev: #50
0.6 -16,676 -3.0%
P
S
535,974 $7,241,009 2021 Q4 13F Filing 2026-03-31 2026-04-23
AVGO
BROADCOM INC
Technology 0.28% 0.29% #50 1
Prev: #49
2.1 1,358 6.8%
P
S
21,258 $6,579,564 2022 Q2 13F Filing 2026-03-31 2026-04-23
Showing 1-50 of 203 holdings

Unlock Full Bell Bank Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics