Fund Holdings

Bell Bank

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
VANGUARD INDEX FDS01,625,697+1,625,6970318,961,752+318,961,752
ISHARES TR03,550,678+3,550,6780321,442,879+321,442,879
JANUS DETROIT STR TR0477,660+477,660024,059,734+24,059,734
SPDR SERIES TRUST01,753,318+1,753,318099,202,732+99,202,732
BLACKSTONE INC052,871+52,87106,079,636+6,079,636
BLACKSTONE SECD LENDING FD0232,851+232,85105,516,240+5,516,240
SKYWORKS SOLUTIONS INC0101,668+101,66805,444,321+5,444,321
INVESCO EXCHANGE TRADED FD T0614,254+614,2540117,887,628+117,887,628
GENERAL MILLS INC0141,159+141,15905,253,938+5,253,938
SPDR SERIES TRUST0598,332+598,332059,498,134+59,498,134
KIMBERLY-CLARK CORP0105,250+105,250010,153,467+10,153,467
EXXON MOBIL CORP094,753+94,753016,075,794+16,075,794
CHEVRON CORPORATION082,445+82,445017,057,870+17,057,870
LYONDELLBASELL INDUSTRIES NV0118,013+118,01309,507,128+9,507,128
ISHARES TR0656,447+656,447065,165,494+65,165,494
DOW HLDGS INC0215,197+215,19708,962,955+8,962,955
SPDR INDEX SHS FDS060,229+60,22902,749,454+2,749,454
ARCHER DANIELS MIDLAND CO0163,244+163,244011,866,206+11,866,206
VANGUARD SCOTTSDALE FDS0897,929+897,929042,157,766+42,157,766
PFIZER INC0472,862+472,862013,277,965+13,277,965
UBER TECHNOLOGIES INC032,019+32,01902,303,127+2,303,127
VERIZON COMMUNICATIONS INC0246,289+246,289012,363,708+12,363,708
ORACLE CORP020,643+20,64303,036,792+3,036,792
AMGEN INC032,282+32,282011,358,422+11,358,422
SOUTHERN CO0131,097+131,097012,653,482+12,653,482
KINDER MORGAN INC DEL0260,082+260,08208,720,549+8,720,549
DUKE ENERGY CORP NEW079,698+79,698010,435,656+10,435,656
AT&T INC0326,659+326,65909,469,845+9,469,845
GILEAD SCIENCES INC076,657+76,657010,683,686+10,683,686
TC ENERGY CORP0180,873+180,873011,322,650+11,322,650
GSK PLC0182,228+182,228010,057,164+10,057,164
CHIPOTLE MEXICAN GRILL INC045,866+45,86601,468,171+1,468,171
PEPSICO INC065,380+65,380010,152,861+10,152,861
TAIWAN SEMICONDUCTOR MANUFAC013,556+13,55604,581,250+4,581,250
VANGUARD WORLD FD011,241+11,24101,262,027+1,262,027
ISHARES TR03,802+3,8020502,244+502,244
ISHARES TR04,733+4,7330452,569+452,569
COSTCO WHOLESALE CORPORATION02,519+2,51902,510,007+2,510,007
HEWLETT PACKARD ENTERPRISE C0346,070+346,07008,239,927+8,239,927
SEAGATE TECHNOLOGY HLDNGS PL035,674+35,674013,975,646+13,975,646
VIATRIS INC0535,974+535,97407,241,009+7,241,009
RIO TINTO PLC0149,635+149,635013,959,449+13,959,449
WALMART INC021,405+21,40502,660,213+2,660,213
COCA COLA CO029,440+29,44002,238,912+2,238,912
MCDONALDS CORP011,749+11,74903,651,472+3,651,472
ISHARES TR01,612+1,6120229,597+229,597
MOTOROLA SOLUTIONS INC0522+5220226,532+226,532
CATERPILLAR INC01,854+1,85401,313,485+1,313,485
JOHNSON & JOHNSON05,218+5,21801,275,488+1,275,488
BIOGEN INC01,109+1,1090203,313+203,313
MICRON TECHNOLOGY INC03,580+3,58001,209,467+1,209,467
ISHARES TR03,985+3,9850851,475+851,475
DEERE & CO01,430+1,4300805,519+805,519
ADVANCED MICRO DEVICES INC010,542+10,54202,144,559+2,144,559
LOWES COS INC09,397+9,39702,220,323+2,220,323
NEXTERA ENERGY INC011,126+11,12601,033,383+1,033,383
INTEL CORP013,374+13,3740590,195+590,195
SPDR GOLD TR01,798+1,7980773,661+773,661
NETFLIX INC.021,709+21,70902,087,320+2,087,320
FASTENAL CO023,847+23,84701,106,501+1,106,501
BRISTOL-MYERS SQUIBB CO05,114+5,1140310,164+310,164
HONEYWELL INTL INC02,409+2,4090544,506+544,506
LOCKHEED MARTIN CORP0804+8040485,930+485,930
ARISTA NETWORKS INC08,836+8,83601,084,884+1,084,884
FEDEX CORP0788+7880280,670+280,670
VANGUARD WHITEHALL FDS05,672+5,6720534,529+534,529
BORGWARNER INC05,202+5,2020282,261+282,261
VANGUARD TAX-MANAGED FDS035,847+35,84702,297,076+2,297,076
PROSHARES TR07,000+7,0000419,860+419,860
ISHARES TR07,000+7,0000469,000+469,000
J P MORGAN EXCHANGE TRADED F043,491+43,49102,465,070+2,465,070
TEXAS INSTRS INC02,613+2,6130507,288+507,288
OTTER TAIL CORP04,086+4,0860358,628+358,628
TRANE TECHNOLOGIES PLC0726+7260302,553+302,553
UNION PAC CORP01,721+1,7210417,549+417,549
PARKER-HANNIFIN CORP01,103+1,1030987,450+987,450
SCHWAB STRATEGIC TR06,940+6,9400339,574+339,574
MPLX LP06,200+6,2000353,834+353,834
MERCK & CO INC03,120+3,1200375,305+375,305
VANGUARD WORLD FD03,824+3,8240554,289+554,289
CUMMINS INC0609+6090327,654+327,654
SCHWAB STRATEGIC TR09,820+9,8200310,901+310,901
DIMENSIONAL ETF TRUST04,646+4,6460245,216+245,216
ISHARES INC05,003+5,0030348,959+348,959
STATE STR SPDR S&P MIDCAP 400935+9350576,671+576,671
DIMENSIONAL ETF TRUST05,306+5,3060257,129+257,129
VANECK ETF TRUST02,734+2,7340264,378+264,378
ISHARES TR03,725+3,7250251,549+251,549
INVESCO EXCHANGE TRADED FD T030,216+30,21602,271,941+2,271,941
VANGUARD INDEX FDS02,181+2,1810659,207+659,207
ISHARES TR07,856+7,8560551,334+551,334
TRAVELERS COMPANIES INC0782+7820228,094+228,094
REGENERON PHARMACEUTICALS0301+3010232,565+232,565
DIGITALBRIDGE GROUP INC012,500+12,5000192,750+192,750
J P MORGAN EXCHANGE TRADED F09,259+9,2590468,598+468,598
TWO RDS SHARED TR025,387+25,3870236,490+236,490
NORFOLK SOUTHN CORP01,465+1,4650420,455+420,455
ISHARES TR0902+9020223,696+223,696
ISHARES TR07,697+7,6970233,373+233,373
DOUBLELINE INCOME SOLUTIONS013,656+13,6560147,894+147,894
Page 1 of 3