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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
44
3
7
1
5
0
21
5
21
BELL STATE BANK TRUST

Time Period2018-12-31

Total Holdings136

Total Value ($x1000)326,758
Activities
New6

Increased66

Unchanged19

Decreased45

Sold Out16

Top 10 Stock Holdingstotal 61.4%
SPY20.21

QQQ18.2

IEFA14.08

MCD1.6

VCIT1.48

 
MSFT1.36

PFE1.19

IBM1.17

PG1.09

CSCO1.02

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
20.21%
TR UNIT
QQQ
18.2%
UNIT SER 1
IEFA
14.08%
CORE MSCI EAFE
MCD
1.6%
COM
VCIT
1.48%
INT-TERM CORP
MSFT
1.36%
COM
PFE
1.19%
COM
IBM
1.17%
COM
PG
1.09%
COM
CSCO
1.02%
COM
EXC
1%
COM
GIS
0.99%
COM
AMLP
0.99%
ALERIAN MLP
HCN
0.98%
COM
DUK
0.94%
COM NEW
XOM
0.86%
COM
INTC
0.85%
COM
EXR
0.84%
COM
SO
0.82%
COM
UPS
0.78%
CL B
PPL
0.77%
COM
KO
0.75%
COM
T
0.74%
COM
STX
0.69%
SHS
VZ
0.65%
COM
RDS/B
0.64%
SPON ADR B
IEI
0.61%
3-7 YR TR BD ETF
STWD
0.6%
COM
VGIT
0.59%
INT-TERM GOV
AGNC
0.59%
COM
HBC
0.59%
SPON ADR NEW
NLY
0.59%
COM
F
0.57%
COM PAR $0.01
SPHD
0.54%
S&P500 HDL VOL
TWO
0.54%
COM NEW
EMR
0.52%
COM
MFC
0.51%
COM
MMM
0.51%
COM
GSK
0.5%
SPONSORED ADR
HBI
0.48%
COM
LYB
0.47%
SHS - A -
PSA
0.46%
COM
WM
0.45%
COM
AFL
0.44%
COM
SDIV
0.41%
GLB X SUPERDIV
AMZN
0.37%
COM
VLO
0.36%
COM
NVDA
0.33%
COM
SBUX
0.33%
COM
CRM
0.31%
COM
AAPL
0.3%
COM
EFT
0.28%
COM
ECL
0.28%
COM
BMY
0.28%
COM
FISV
0.27%
COM
UNH
0.27%
COM
ADI
0.26%
COM
DWDP
0.26%
COM
VTI
0.26%
TOTAL STK MKT
CSGP
0.26%
COM
PRLB
0.26%
COM
ROL
0.26%
COM
CTL
0.25%
COM
HEI
0.25%
COM
HCSG
0.24%
COM
RBA
0.24%
COM
VRSK
0.24%
CL A
ABBV
0.23%
COM
FAST
0.23%
COM
ULTI
0.22%
COM
NATI
0.22%
COM
LOPE
0.22%
COM
JPM
0.22%
COM
EXAS
0.21%
COM
WST
0.2%
COM
INFO
0.19%
SHS
V
0.19%
COM CL A
TYL
0.19%
COM
LSI
0.19%
COM
GOOGL
0.18%
CAP STK CL A
CVX
0.18%
COM
GOOG
0.18%
CAP STK CL C
CHE
0.18%
COM
ALL
0.18%
COM
HD
0.18%
COM
FIVE
0.17%
COM
VEEV
0.17%
CL A COM
WBA
0.17%
COM
PAYC
0.16%
COM
ANSS
0.16%
COM
BP
0.15%
SPONSORED ADR
GLOB
0.15%
COM
CALX
0.15%
COM
NFLX
0.15%
COM
JNJ
0.15%
COM
NEE
0.14%
COM
CIU
0.14%
INTERM CR BD ETF
SNA
0.14%
COM
MA
0.14%
CL A
USB
0.14%
COM NEW
TWOU
0.13%
COM
GWRE
0.13%
COM
APU
0.13%
UNIT L P INT
WFC
0.12%
COM
GNTX
0.12%
COM
XEL
0.11%
COM
IFF
0.11%
COM
NXPI
0.11%
COM
LIN
0.11%
COM
LOW
0.11%
COM
EVH
0.11%
CL A
MS
0.11%
COM NEW
AYI
0.1%
COM
MRK
0.1%
COM
HSIC
0.1%
COM
REM
0.09%
MTG REL ETF NEW
MDT
0.09%
SHS
PEP
0.09%
COM
CI
0.09%
COM
AOS
0.09%
COM
PSX
0.09%
COM
NEOG
0.09%
COM
C
0.09%
COM NEW
ABT
0.08%
COM
SPHQ
0.08%
S&P500 QUALITY
OTTR
0.08%
COM
ORCL
0.08%
COM
CMCSA
0.08%
CL A
LKQ
0.07%
COM
CAT
0.07%
COM
HES
0.07%
COM
BECN
0.07%
COM
CVS
0.06%
COM
BA
0.06%
COM
GE
0.06%
COM
NBR
0.02%
SHS
LB
0.38%
COM
TCP
0.32%
UT COM LTD PRT
ATHN
0.2%
COM
PRAA
0.12%
COM
PX
0.11%
COM
MD
0.1%
COM
CELG
0.08%
COM
BLUE
0.08%
COM
NOC
0.08%
COM
CERN
0.08%
COM
UTX
0.08%
COM
CI
0.07%
COM
FDX
0.07%
COM
LMT
0.07%
COM
RTN
0.06%
COM NEW
XLK
0.06%
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