Bell Bank Q1 2025 Filing

Filed April 18, 2025

Portfolio Value

$1.9B

Holdings

186

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (186 positions)

StockValue
AQLTISHARES TR
$229.2M
VTVVANGUARD INDEX FDS
$213.0M
VUGVANGUARD INDEX FDS
$207.8M
NDQINVESCO QQQ TR
$179.0M
VOOVANGUARD INDEX FDS
$91.5M
VYMVANGUARD WHITEHALL FDS
$87.8M
SPYVSPDR SER TR
$73.6M
BILSSPDR SER TR
$61.5M
AGGISHARES TR
$54.5M
VTIVANGUARD INDEX FDS
$43.6M
IJHISHARES TR
$38.6M
NVDANVIDIA CORPORATION
$22.1M
BILSPDR SER TR
$21.9M
VMBSVANGUARD SCOTTSDALE FDS
$21.4M
AAPLAPPLE INC
$15.6M
ABBVABBVIE INC
$15.5M
IJRISHARES TR
$14.5M
MSFTMICROSOFT CORP
$14.1M
SPYSPDR S&P 500 ETF TR
$14.0M
GILDGILEAD SCIENCES INC
$13.0M
IBMINTERNATIONAL BUSINESS MACHS
$12.8M
CSCOCISCO SYS INC
$12.7M
AMZNAMAZON COM INC
$12.5M
SOSOUTHERN CO
$11.5M
ARCCARES CAPITAL CORP
$11.1M
METAMETA PLATFORMS INC
$11.1M
TAT&T INC
$10.9M
DUKDUKE ENERGY CORP NEW
$10.7M
XOMEXXON MOBIL CORP
$10.3M
AMGNAMGEN INC
$9.8M
PFEPFIZER INC
$9.3M
RIORIO TINTO PLC
$9.3M
CVXCHEVRON CORP NEW
$9.2M
HBANHUNTINGTON BANCSHARES INC
$9.0M
PRUPRUDENTIAL FINL INC
$8.8M
BACVERIZON COMMUNICATIONS INC
$8.8M
TRPTC ENERGY CORP
$8.7M
CAGCONAGRA BRANDS INC
$8.3M
UPSUNITED PARCEL SERVICE INC
$8.2M
ADMARCHER DANIELS MIDLAND CO
$8.0M
KHCKRAFT HEINZ CO
$8.0M
GSKGSK PLC
$7.6M
LYBLYONDELLBASELL INDUSTRIES N
$7.5M
USBUS BANCORP DEL
$7.3M
KMIKINDER MORGAN INC DEL
$7.3M
8CWCROWN CASTLE INC
$7.2M
ULUNILEVER PLC
$7.1M
STXSEAGATE TECHNOLOGY HLDNGS PL
$6.9M
GOOGLALPHABET INC
$6.8M
DOWDOW INC
$6.6M
KMBKIMBERLY-CLARK CORP
$6.3M
GOOGALPHABET INC
$5.7M
HPEHEWLETT PACKARD ENTERPRISE C
$5.3M
VVISA INC
$5.1M
JPMJPMORGAN CHASE & CO.
$4.6M
VTRSVIATRIS INC
$4.6M
MCDMCDONALDS CORP
$4.0M
TSLATESLA INC
$3.9M
EXREXTRA SPACE STORAGE INC
$3.6M
MAMASTERCARD INCORPORATED
$3.3M
AVGOBROADCOM INC
$3.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.5M
COSTCOSTCO WHSL CORP NEW
$2.4M
AFLAFLAC INC
$2.2M
WMWASTE MGMT INC DEL
$2.2M
PSAPUBLIC STORAGE OPER CO
$2.2M
CRMSALESFORCE INC
$2.1M
JEPIJ P MORGAN EXCHANGE TRADED F
$2.0M
HDHOME DEPOT INC
$1.9M
NFLXNETFLIX INC
$1.9M
IRTINDEPENDENCE RLTY TR INC
$1.9M
VEAVANGUARD TAX-MANAGED FDS
$1.9M
WMTWALMART INC
$1.7M
PGPROCTER AND GAMBLE CO
$1.7M
KOCOCA COLA CO
$1.7M
SPHQINVESCO EXCHANGE TRADED FD T
$1.6M
UNHUNITEDHEALTH GROUP INC
$1.6M
INTCINTEL CORP
$1.6M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.5M
HEIHEICO CORP NEW
$1.5M
JPSTJ P MORGAN EXCHANGE TRADED F
$1.5M
DFUSDIMENSIONAL ETF TRUST
$1.5M
ESGVVANGUARD WORLD FD
$1.4M
LLYELI LILLY & CO
$1.3M
DEDEERE & CO
$1.3M
BMYBRISTOL-MYERS SQUIBB CO
$1.2M
LOWLOWES COS INC
$1.1M
XLFSELECT SECTOR SPDR TR
$1.1M
FASTFASTENAL CO
$1.1M
FTNTFORTINET INC
$1.1M
ADIANALOG DEVICES INC
$1.1M
CSGPCOSTAR GROUP INC
$1.1M
TYLTYLER TECHNOLOGIES INC
$1.1M
ALSALLSTATE CORP
$1.0M
MMM3M CO
$987K
TMOTHERMO FISHER SCIENTIFIC INC
$985K
AMDADVANCED MICRO DEVICES INC
$983K
NOWSERVICENOW INC
$976K
SCHDSCHWAB STRATEGIC TR
$952K
AMATAPPLIED MATLS INC
$923K
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