Bell Bank Q2 2025 Filing

Filed July 11, 2025

Portfolio Value

$2.1B

Holdings

198

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (198 positions)

StockValue
AQLTISHARES TR
$280.9M
VUGVANGUARD INDEX FDS
$257.0M
VTVVANGUARD INDEX FDS
$249.1M
NDQINVESCO QQQ TR
$197.3M
VTIVANGUARD INDEX FDS
$105.2M
VOOVANGUARD INDEX FDS
$103.0M
VYMVANGUARD WHITEHALL FDS
$94.9M
SPYVSPDR SERIES TRUST
$79.4M
BILSSPDR SERIES TRUST
$52.7M
AGGISHARES TR
$52.6M
RSPINVESCO EXCHANGE TRADED FD T
$52.0M
BILSPDR SERIES TRUST
$40.7M
NVDANVIDIA CORPORATION
$28.8M
VMBSVANGUARD SCOTTSDALE FDS
$20.7M
MSFTMICROSOFT CORP
$19.1M
SPYSPDR S&P 500 ETF TR
$16.3M
AMZNAMAZON COM INC
$14.5M
METAMETA PLATFORMS INC
$14.4M
AAPLAPPLE INC
$14.3M
ABBVABBVIE INC
$13.2M
IBMINTERNATIONAL BUSINESS MACHS
$13.0M
UPSUNITED PARCEL SERVICE INC
$11.4M
ARCCARES CAPITAL CORP
$11.1M
BACVERIZON COMMUNICATIONS INC
$10.8M
CVXCHEVRON CORP NEW
$10.8M
PFEPFIZER INC
$10.5M
RIORIO TINTO PLC
$10.4M
CSCOCISCO SYS INC
$10.4M
STXSEAGATE TECHNOLOGY HLDNGS PL
$10.3M
XOMEXXON MOBIL CORP
$9.9M
SOSOUTHERN CO
$9.6M
DUKDUKE ENERGY CORP NEW
$9.3M
ADMARCHER DANIELS MIDLAND CO
$9.1M
TAT&T INC
$8.9M
TRPTC ENERGY CORP
$8.9M
PRUPRUDENTIAL FINL INC
$8.8M
HBANHUNTINGTON BANCSHARES INC
$8.8M
KHCKRAFT HEINZ CO
$8.6M
PEPPEPSICO INC
$8.6M
GILDGILEAD SCIENCES INC
$8.6M
AMGNAMGEN INC
$8.4M
USBUS BANCORP DEL
$8.0M
GOOGLALPHABET INC
$7.8M
KMIKINDER MORGAN INC DEL
$7.5M
8CWCROWN CASTLE INC
$7.3M
GSKGSK PLC
$7.2M
HPEHEWLETT PACKARD ENTERPRISE C
$7.1M
CAGCONAGRA BRANDS INC
$7.0M
GOOGALPHABET INC
$6.7M
LYBLYONDELLBASELL INDUSTRIES N
$6.7M
KMBKIMBERLY-CLARK CORP
$6.2M
JPMJPMORGAN CHASE & CO.
$6.0M
ULUNILEVER PLC
$5.9M
DOWDOW INC
$5.8M
VVISA INC
$5.6M
VTRSVIATRIS INC
$5.3M
AVGOBROADCOM INC
$5.2M
TSLATESLA INC
$4.0M
MCDMCDONALDS CORP
$3.8M
EXREXTRA SPACE STORAGE INC
$3.6M
MAMASTERCARD INCORPORATED
$3.5M
NFLXNETFLIX INC
$2.8M
COSTCOSTCO WHSL CORP NEW
$2.6M
VEAVANGUARD TAX-MANAGED FDS
$2.2M
WMWASTE MGMT INC DEL
$2.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.2M
PSAPUBLIC STORAGE OPER CO
$2.2M
HDHOME DEPOT INC
$2.1M
AFLAFLAC INC
$2.1M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$2.1M
JEPIJ P MORGAN EXCHANGE TRADED F
$2.1M
WMTWALMART INC
$2.0M
KOCOCA COLA CO
$1.9M
SHVISHARES TR
$1.9M
SPHQINVESCO EXCHANGE TRADED FD T
$1.9M
HEIHEICO CORP NEW
$1.8M
DFUSDIMENSIONAL ETF TRUST
$1.6M
LOWLOWES COS INC
$1.6M
PGPROCTER AND GAMBLE CO
$1.6M
IRTINDEPENDENCE RLTY TR INC
$1.6M
INTCINTEL CORP
$1.6M
CRMSALESFORCE INC
$1.5M
DEDEERE & CO
$1.5M
ESGVVANGUARD WORLD FD
$1.5M
JPSTJ P MORGAN EXCHANGE TRADED F
$1.5M
AMDADVANCED MICRO DEVICES INC
$1.4M
VGSHVANGUARD SCOTTSDALE FDS
$1.3M
MMM3M CO
$1.3M
FASTFASTENAL CO
$1.3M
ADIANALOG DEVICES INC
$1.2M
LLYELI LILLY & CO
$1.2M
NOWSERVICENOW INC
$1.2M
FTNTFORTINET INC
$1.2M
AMATAPPLIED MATLS INC
$1.2M
UNHUNITEDHEALTH GROUP INC
$1.2M
BSVVANGUARD BD INDEX FDS
$1.1M
XLFSELECT SECTOR SPDR TR
$1.1M
CRWDCROWDSTRIKE HLDGS INC
$1.1M
AXPAMERICAN EXPRESS CO
$1.1M
SCHDSCHWAB STRATEGIC TR
$1.1M
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