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CIK: 0001002672
Total reported value
$2.7B
$2.7B
190 檔
25.7%
According to the latest 13F quarterly dataset, Bell Bank managed an equity portfolio of $2.7B at the end of Q4 2024, spanning 190 distinct U.S. exchange-listed positions.
In Q4 2024, Bell Bank displayed an active expansion posture, initiating 19 new positions and adding to 87 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, QQQ, VYM) accounted for 25.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPYV
市值: $64.1M
Top Position Liquidated / Trimmed
VTEB
前期市值: $1.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 18.54% | -0.04% | +187.67% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 14.49% | -0.29% | +112.70% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.61% | — | +168.96% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.34% | +0.02% | +87.91% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.76% | +0.06% | — | |
| 6 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 4.62% | -0.66% | +68.70% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.72% | +0.01% | +15.78% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.06% | +0.17% | -1.18% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.04% | -0.08% | +6.75% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.35% | +0.09% | -1.81% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.11% | +0.26% | +2.94% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.08% | — | -1.21% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | +0.06% | +1.04% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 0.97% | +0.01% | +9.48% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 0.89% | -0.07% | +10.35% | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 0.84% | -0.14% | +8.86% | |
| 17 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.81% | +0.05% | +4.92% | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.80% | -0.01% | — | |
| 19 | ARCC | Ares Capital CORP | Stock-Financials | 0.79% | +0.02% | +13.17% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | +0.14% | +0.30% | |
| 21 | SO | Southern Co/the | Stock-Utilities | 0.75% | -0.15% | +12.06% | |
| 22 | DUK | Duke Energy CORP | Stock-Utilities | 0.68% | -0.04% | +14.09% | |
| 23 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.68% | — | +10.96% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.50% | EXIT | |
| 25 | PFE | Pfizer Inc | Stock-Healthcare | 0.65% | +0.08% | +18.91% | |
| 26 | PRU | Prudential Financial Inc | Stock-Financials | 0.65% | +0.02% | +13.20% | |
| 27 | T | At&t Inc | Stock-Comm Services | 0.64% | +0.03% | +20.13% | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.64% | -0.06% | +14.74% | |
| 29 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.62% | -0.02% | +18.46% | |
| 30 | TRP | Tc Energy CORP | Stock-Energy | 0.61% | -0.05% | +14.29% | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 0.60% | +0.06% | +17.05% | |
| 32 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.58% | — | +75.99% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.57% | +0.12% | +16.95% | |
| 34 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.57% | +0.02% | +18.00% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | -0.02% | +1.94% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.55% | +0.03% | +17.83% | |
| 37 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.54% | -0.03% | +19.78% | |
| 38 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.52% | — | +20.35% | |
| 39 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.49% | -0.02% | +15.30% | |
| 40 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.49% | -0.02% | — | |
| 41 | DOW | Dow Inc | Stock-Materials | 0.48% | — | +23.61% | |
| 42 | UL | Unilever PLC | Stock-Consumer Staples | 0.47% | — | +18.51% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | -0.01% | +1.68% | |
| 44 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.46% | -0.03% | +20.28% | |
| 45 | VTRS | Viatris Inc | Stock-Healthcare | 0.44% | — | +12.68% | |
| 46 | CCI | Crown Castle Inc | Stock-Real Estate | 0.43% | +0.03% | — | |
| 47 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.42% | -0.05% | +13.03% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | -0.03% | +1.94% | |
| 49 | AGNC | Agnc Investment CORP | Stock-Real Estate | 0.40% | — | +20.68% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | -0.05% | +1.17% |
According to official SEC Form 13F filings, Bell Bank reported a total U.S. public equity portfolio value of $2.7B across 190 disclosed positions in Q4 2024.
During Q4 2024, Bell Bank's top holdings by market value included IEFA (18.5%)、QQQ (14.5%)、VYM (6.6%). The largest single position, IEFA, represented 18.5% of total portfolio value.
In Q4 2024, Bell Bank made 161 total portfolio adjustments, initiating 19 new buys, adding to 87 positions, trimming 49 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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