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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 15 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BWA BORGWARNER INC Consumer Cyclical 165.0 $11K 0.00% +9.0 +5.8% $66.40 -3.1%
282 EGP EASTGROUP PPTYS INC Real Estate 54.0 $11K 0.00% +2.0 +3.9% $202.54 -0.1%
283 TEAM ATLASSIAN CORPORATION Technology 140.0 $11K 0.00% +77.0 +122.2% $77.79 +120.2%
284 PCG PG&E CORP Utilities 637.0 $11K 0.00% +30.0 +4.9% $16.82 +7.7%
285 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 86.0 $11K 0.00% +5.0 +6.2% $122.58 +26.2%
286 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 137.0 $10K 0.00% +13.0 +10.5% $76.40 +2.3%
287 RNR RENAISSANCERE HLDGS LTD Financial Services 33.0 $10K 0.00% +2.0 +6.5% $316.91 +3.9%
288 DVN DEVON ENERGY CORP NEW Energy 252.0 $10K 0.00% +87.0 +52.7% $41.32 +16.7%
289 RKLB ROCKET LAB CORP Industrials 101.0 $10K 0.00% +6.0 +6.3% $101.65 -32.8%
290 ALV AUTOLIV INC Consumer Cyclical 87.0 $10K 0.00% +12.0 +16.0% $116.17 +6.0%
291 ARES ARES MANAGEMENT CORPORATION Financial Services 90.0 $10K 0.00% +4.0 +4.7% $111.31 +25.8%
292 MMSI MERIT MED SYS INC Healthcare 144.0 $10K 0.00% +132.0 +1100.0% $69.34 +30.2%
293 STLD STEEL DYNAMICS INC Basic Materials 43.0 $10K 0.00% +2.0 +4.9% $229.47 -0.1%
294 SMCI SUPER MICRO COMPUTER INC Technology 334.0 $10K 0.00% +48.0 +16.8% $29.33 +19.9%
295 BOX BOX INC Technology 367.0 $10K 0.00% +36.0 +10.9% $26.54 +26.1%
296 VECO VEECO INSTRS INC DEL Technology 127.0 $10K 0.00% +8.0 +6.7% $75.80 -38.3%
297 CR CRANE COMPANY Industrials 43.0 $10K 0.00% +6.0 +16.2% $223.09 -7.5%
298 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 110.0 $10K 0.00% +6.0 +5.8% $87.05 +6.9%
299 Q QNITY ELECTRONICS INC Technology 58.0 $9K 0.00% +4.0 +7.4% $163.31 -22.7%
300 GPC GENUINE PARTS CO Consumer Cyclical 79.0 $9K 0.00% +50.0 +172.4% $117.99 +15.0%
Page 15 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%