Bell Bank has filed its Form 13F-HR, disclosing the equity securities held by the firm as of the close of business on September 30, 2026. The report lists Miranda Seeger, VP/Wealth Operations Manager, as the authorized representative responsible for the filing.
The filing indicates that Bell Bank holds positions in a diverse portfolio of 204 individual equity securities. The largest position disclosed in the filing is in 3M Company, where the firm holds 7,254 shares. Other significant positions include AbbVie Inc with 54,278 shares and Advanced Micro Devices Inc with 11,010 shares.
The portfolio also includes substantial holdings in major technology and healthcare companies, such as Apple Inc (57,778 shares), Microsoft Corporation (47,708 shares), and Meta Platforms Inc (22,339 shares). Additionally, the filing lists substantial positions in Johnson & Johnson (5,194 shares), Merck & Co Inc (3,968 shares), and Procter & Gamble Co (51,763 shares).
Bell Bank also holds significant positions in exchange-traded funds (ETFs), including the Invesco QQQ Trust (347,988 shares) and the iShares Core S&P 500 ETF (241,010 shares). The filing indicates that the firm holds these securities in a discretionary capacity, with sole voting and dispositive rights for all holdings.
