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Portfolio (Quarterly) Guide ↗

Bell Investment Advisors, Inc

· CIK 0001890149
13F Portfolio $681M AUM 1,820 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 77 New 511 Added 495 Reduced 117 Exited
Page 14 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AME AMETEK INC Industrials 55.0 $13K 0.00% +4.0 +7.8% $241.95 +0.2%
262 CVNA CARVANA CO Consumer Cyclical 200.0 $13K 0.00% +159.0 +387.8% $65.82 +9.9%
263 J JACOBS SOLUTIONS INC Industrials 104.0 $13K 0.00% +60.0 +136.4% $126.00 +20.3%
264 KEP KOREA ELEC PWR CORP Utilities 1,077.0 $13K 0.00% +830.0 +336.0% $12.10 -6.5%
265 UNILEVER PLC 212.0 $13K 0.00% +36.0 +20.4% $60.12
266 TFC TRUIST FINL CORP Financial Services 255.0 $13K 0.00% +10.0 +4.1% $49.82 +2.0%
267 SITM SITIME CORP Technology 17.0 $13K 0.00% +1.0 +6.2% $745.59 -22.1%
268 PR PERMIAN RESOURCES CORP Energy 686.0 $13K 0.00% +26.0 +3.9% $18.41 +28.7%
269 D DOMINION ENERGY INC Utilities 184.0 $13K 0.00% +8.0 +4.5% $68.29 -2.5%
270 NXT NEXTPOWER INC Technology 105.0 $13K 0.00% +3.0 +2.9% $119.14 -28.9%
271 HAL HALLIBURTON CO Energy 365.0 $12K 0.00% +13.0 +3.7% $33.95 +2.0%
272 MANH MANHATTAN ASSOCIATES INC Technology 87.0 $12K 0.00% +25.0 +40.3% $139.25 +53.1%
273 ATO ATMOS ENERGY CORP Utilities 67.0 $12K 0.00% +6.0 +9.8% $172.28 -2.6%
274 TECK TECK RESOURCES LTD Basic Materials 194.0 $12K 0.00% +8.0 +4.3% $59.46 +18.1%
275 HRB BLOCK H & R INC Consumer Cyclical 302.0 $12K 0.00% +70.0 +30.2% $38.08 +41.0%
276 LSCC LATTICE SEMICONDUCTOR CORP Technology 75.0 $11K 0.00% +6.0 +8.7% $152.96 -25.4%
277 CDE COEUR MNG INC Basic Materials 698.0 $11K 0.00% +30.0 +4.5% $16.32 +27.9%
278 TLN TALEN ENERGY CORP Utilities 29.0 $11K 0.00% +1.0 +3.6% $384.28 -20.5%
279 HUBS HUBSPOT INC Technology 61.0 $11K 0.00% +26.0 +74.3% $182.52 +33.8%
280 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 137.0 $11K 0.00% +55.0 +67.1% $81.16 -9.4%
Page 14 of 26  ·  511 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 37.7%
Financial Services 14.5%
Industrials 10.5%
Healthcare 8.1%
Communication Services 7.3%
Consumer Defensive 7.2%
Consumer Cyclical 5.9%
Energy 4.8%
Utilities 1.6%
Basic Materials 1.3%