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Portfolio (Quarterly) Guide ↗

Bell Investment Advisors, Inc

· CIK 0001890149
13F Portfolio $639M AUM 1,860 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 172 New 494 Added 522 Reduced
Page 12 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 UMC UNITED MICROELECTRONICS CORP Technology 1,822.0 $16K 0.00% +204.0 +12.6% $8.98 +104.2%
222 FERG FERGUSON ENTERPRISES INC Industrials 68.0 $16K 0.00% +10.0 +17.2% $233.26 +3.8%
223 BUNGE GLOBAL SA 122.0 $16K 0.00% +4.0 +3.4% $127.20
224 BTI BRITISH AMERN TOB PLC Consumer Defensive 265.0 $15K 0.00% +19.0 +7.7% $58.47 -3.9%
225 CRUS CIRRUS LOGIC INC Technology 106.0 $15K 0.00% +11.0 +11.6% $144.62 -20.3%
226 ESNT ESSENT GROUP LTD Financial Services 262.0 $15K 0.00% +9.0 +3.6% $58.44 +16.5%
227 OHI OMEGA HEALTHCARE INVS INC Real Estate 346.0 $15K 0.00% +127.0 +58.0% $43.82 +6.4%
228 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 212.0 $15K 0.00% +78.0 +58.2% $71.18 +5.1%
229 KVUE KENVUE INC Consumer Defensive 875.0 $15K 0.00% +18.0 +2.1% $17.24 +10.6%
230 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 1,318.0 $15K 0.00% +235.0 +21.7% $11.27 -9.3%
231 CPB THE CAMPBELLS COMPANY Consumer Defensive 666.0 $15K 0.00% +371.0 +125.8% $22.27 +7.5%
232 EQNR EQUINOR ASA Energy 350.0 $15K 0.00% +75.0 +27.3% $42.20 +1.6%
233 EME EMCOR GROUP INC Industrials 20.0 $15K 0.00% +4.0 +25.0% $738.35 +5.2%
234 ITUB ITAU UNIBANCO HLDG S A Financial Services 1,760.0 $15K 0.00% +295.0 +20.1% $8.38 -10.7%
235 VICI VICI PPTYS INC Real Estate 538.0 $15K 0.00% +74.0 +15.9% $27.32 -3.0%
236 INCY INCYTE CORP Healthcare 156.0 $15K 0.00% +43.0 +38.0% $94.12 +35.8%
237 WU WESTERN UN CO Financial Services 1,673.0 $15K 0.00% +61.0 +3.8% $8.73 -16.4%
238 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 116.0 $15K 0.00% +33.0 +39.8% $125.47 -4.9%
239 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 50.0 $15K 0.00% +2.0 +4.2% $290.50 +5.0%
240 MASI MASIMO CORP Healthcare 81.0 $14K 0.00% +60.0 +285.7% $177.88 +1.2%
Page 12 of 25  ·  494 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.3%
Financial Services 14.8%
Industrials 10.5%
Healthcare 8.1%
Consumer Defensive 7.8%
Communication Services 7.2%
Consumer Cyclical 6.7%
Energy 6.4%
Utilities 1.6%
Basic Materials 1.4%