Bell Bank
Annual return '25
+12.1%
SPY '25
+17.7%
Alpha
-5.7ptsvs SPY
Invested
$2.4B
Holdings
187
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IEFA
ISHARES TR
Q1 2026: Increased +404.9% (27.8k → 140.4k shares)
13.6%
02
$VTV
VANGUARD INDEX FDS
Q1 2026: Sold 0.7% (30.2k → 30.0k shares)
13.5%
03
$VUG
VANGUARD INDEX FDS
Q1 2026: Sold 15.8% (24.3k → 20.5k shares)
11.3%
04
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 6.8% (17.9k → 16.6k shares)
8.8%
05
$RSP
INVESCO EXCHANGE TRADED FD T
Q4 2025: Sold 94.0% (581.0k → 34.6k shares)
5.0%
06
$VTI
VANGUARD INDEX FDS
Q1 2026: Increased +4345.4% (26.7k → 1.19M shares)
4.6%
07
$SPYV
SPDR SERIES TRUST
Q4 2025: Exited (was 3.14M shares)
4.2%
08
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +6467.0% (6.2k → 404.0k shares)
3.8%
09
$AGG
ISHARES TR
Q4 2025: Sold 99.2% (1.12M → 9.2k shares)
2.8%
10
$BILS
SPDR SERIES TRUST
Q4 2025: Exited (was 1.00M shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:43 UTC.