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 $2.36B across 188 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEFA ($321.4M, 13.63%), VTV ($319.0M, 13.52%), VUG ($265.6M, 11.26%), QQQ ($207.2M, 8.79%), RSP ($117.9M, 5.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $321.4M | 13.63% | 3.6M | Added |
| 2 | VTV | VANGUARD INDEX FDS | $319.0M | 13.52% | 1.6M | Added |
| 3 | VUG | VANGUARD INDEX FDS | $265.6M | 11.26% | 608,080 | Added |
| 4 | QQQ | INVESCO QQQ TR | $207.2M | 8.79% | 359,025 | Added |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $117.9M | 5.00% | 614,254 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $109.5M | 4.64% | 341,452 | Added |
| 7 | SPYV | SPDR SERIES TRUST | $99.2M | 4.21% | 1.8M | Added |
| 8 | VOO | VANGUARD INDEX FDS | $88.8M | 3.77% | 148,629 | Trimmed |
| 9 | AGG | ISHARES TR | $65.2M | 2.76% | 656,447 | Added |
| 10 | BILS | SPDR SERIES TRUST | $59.5M | 2.52% | 598,332 | Added |
| 11 | VMBS | VANGUARD SCOTTSDALE FDS | $42.2M | 1.79% | 897,929 | Added |
| 12 | BIL | SPDR SERIES TRUST | $33.8M | 1.43% | 368,729 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $32.5M | 1.38% | 186,526 | Added |
| 14 | JAAA | JANUS DETROIT STR TR | $24.1M | 1.02% | 477,660 | Added |
| 15 | CVX | CHEVRON CORPORATION | $17.1M | 0.72% | 82,445 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $16.7M | 0.71% | 45,100 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $16.8M | 0.71% | 25,907 | Trimmed |
| 18 | XOM | EXXON MOBIL CORP | $16.1M | 0.68% | 94,753 | Trimmed |
| 19 | AAPL | APPLE INC | $14.0M | 0.59% | 55,112 | Trimmed |
| 20 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $14.0M | 0.59% | 35,674 | Trimmed |
| 21 | RIO | RIO TINTO PLC | $14.0M | 0.59% | 149,635 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $13.6M | 0.58% | 65,371 | Added |
| 23 | PFE | PFIZER INC | $13.3M | 0.56% | 472,862 | Added |
| 24 | SO | SOUTHERN CO | $12.7M | 0.54% | 131,097 | Added |
| 25 | META | META PLATFORMS INC | $12.2M | 0.52% | 21,305 | Added |
Source: SEC Form 13F filings · as of 2026-03-31