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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 18 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 KNSL KINSALE CAP GROUP INC Financial Services 21.0 $7K 0.00% +2.0 +10.5% $329.86 +19.9%
342 MLM MARTIN MARIETTA MATLS INC Basic Materials 12.0 $7K 0.00% +1.0 +9.1% $576.75 -7.6%
343 ZM ZOOM COMMUNICATIONS INC Technology 80.0 $7K 0.00% +5.0 +6.7% $86.31 +21.5%
344 ZTS ZOETIS INC Healthcare 94.0 $7K 0.00% +11.0 +13.2% $71.86 +7.4%
345 FN FABRINET Technology 12.0 $7K 0.00% +1.0 +9.1% $562.08 -25.1%
346 DBX DROPBOX INC Technology 242.0 $7K 0.00% +201.0 +490.2% $27.47 +27.0%
347 KEY KEYCORP Financial Services 286.0 $7K 0.00% +22.0 +8.3% $23.05 -5.1%
348 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 33.0 $6K 0.00% +3.0 +10.0% $193.24 +6.2%
349 SJM SMUCKER J M CO Consumer Defensive 56.0 $6K 0.00% +5.0 +9.8% $112.50 +11.9%
350 AES AES CORP Utilities 427.0 $6K 0.00% +35.0 +8.9% $14.66 +0.6%
351 AIZ ASSURANT INC Financial Services 23.0 $6K 0.00% +6.0 +35.3% $268.57 +7.2%
352 GFI GOLD FIELDS LTD Basic Materials 183.0 $6K 0.00% +5.0 +2.8% $33.59 +40.9%
353 BL BLACKLINE INC Technology 216.0 $6K 0.00% +32.0 +17.4% $28.07 +13.9%
354 AUB ATLANTIC UN BANKSHARES CORP Financial Services 143.0 $6K 0.00% +13.0 +10.0% $42.31 -3.3%
355 RHI ROBERT HALF INC. Industrials 197.0 $6K 0.00% +76.0 +62.8% $30.70 +47.0%
356 PHIN PHINIA INC Consumer Cyclical 73.0 $6K 0.00% +13.0 +21.7% $82.38 -13.5%
357 TDY TELEDYNE TECHNOLOGIES INC Technology 9.0 $6K 0.00% +1.0 +12.5% $667.00 -6.3%
358 HBM HUDBAY MINERALS INC Basic Materials 251.0 $6K 0.00% +134.0 +114.5% $23.61 +25.4%
359 HOMB HOME BANCSHARES INC Financial Services 206.0 $6K 0.00% +187.0 +984.2% $28.55 +5.3%
360 SON SONOCO PRODS CO Consumer Cyclical 104.0 $6K 0.00% +10.0 +10.6% $56.36 +2.0%
Page 18 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%