Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bell Bank (CIK 1002672) reported $2.62B across 195 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTV ($346.3M, 13.21%), IEFA ($340.3M, 12.98%), VUG ($310.1M, 11.83%), QQQ ($261.8M, 9.98%), RSP ($128.7M, 4.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $346.3M | 13.21% | 1.6M | Trimmed |
| 2 | IEFA | ISHARES TR | $340.3M | 12.98% | 3.5M | Trimmed |
| 3 | VUG | VANGUARD INDEX FDS | $310.1M | 11.83% | 3.6M | Added |
| 4 | QQQ | INVESCO QQQ TR | $261.8M | 9.98% | 355,481 | Trimmed |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $128.7M | 4.91% | 604,669 | Trimmed |
| 6 | VTI | VANGUARD INDEX FDS | $125.1M | 4.77% | 338,086 | Trimmed |
| 7 | SPYV | SPDR SERIES TRUST | $103.0M | 3.93% | 1.7M | Trimmed |
| 8 | VOO | VANGUARD INDEX FDS | $103.1M | 3.93% | 150,103 | Added |
| 9 | AGG | ISHARES TR | $69.9M | 2.67% | 706,220 | Added |
| 10 | JAAA | JANUS DETROIT STR TR | $46.4M | 1.77% | 918,178 | Added |
| 11 | VMBS | VANGUARD SCOTTSDALE FDS | $45.3M | 1.73% | 967,430 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $37.6M | 1.43% | 187,692 | Added |
| 13 | BILS | SPDR SERIES TRUST | $36.0M | 1.37% | 362,045 | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $19.6M | 0.75% | 26,270 | Added |
| 15 | BIL | SPDR SERIES TRUST | $18.0M | 0.69% | 196,187 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $17.4M | 0.66% | 46,554 | Added |
| 17 | CSCO | CISCO SYS INC | $16.9M | 0.65% | 144,156 | Trimmed |
| 18 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $17.2M | 0.65% | 17,792 | Trimmed |
| 19 | HPE | HEWLETT PACKARD ENTERPRISE C | $16.4M | 0.63% | 364,654 | Added |
| 20 | AAPL | APPLE INC | $16.5M | 0.63% | 57,147 | Added |
| 21 | AMZN | AMAZON COM INC | $16.0M | 0.61% | 67,017 | Added |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | $14.9M | 0.57% | 52,824 | Added |
| 23 | RIO | RIO TINTO PLC | $14.6M | 0.56% | 153,586 | Added |
| 24 | GOOGL | ALPHABET INC | $14.6M | 0.56% | 40,741 | Added |
| 25 | CVX | CHEVRON CORPORATION | $14.0M | 0.53% | 84,267 | Added |
Source: SEC Form 13F filings · as of 2026-06-30