Bell Bank has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.18 Billion distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $238M, Invesco Qqq Trust, Series 1 with a value of $200M, Vanguard Whitehall Fds (Vangua with a value of $82.1M, Vanguard Index Fds S&P 500 ETF with a value of $79.1M, and Spdr Bloomberg 1 3 Month T Bil with a value of $62.6M.

Examining the 13F form we can see an increase of $27.4M in the current position value, from $1.15B to 1.18B.

Below you can find more details about Bell Bank portfolio as well as his latest detailed transactions.

Portfolio value $1.18 Billion
ETFs: $743 Million
Technology: $112 Million
Healthcare: $63.1 Million
Financial Services: $45.6 Million
Consumer Defensive: $42.7 Million
Communication Services: $34.5 Million
Consumer Cyclical: $31 Million
Basic Materials: $26.7 Million
Other: $80.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $1.18 Billion
  • Prior Value $1.15 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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