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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 2 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPTL SPDR SERIES TRUST 24,354.0 $639K 0.09% +22K +815.6% $26.23 -3.8%
22 MU MICRON TECHNOLOGY INC Technology 511.0 $590K 0.09% +27.0 +5.6% $1154.29 -21.1%
23 AMD ADVANCED MICRO DEVICES INC Technology 1,009.0 $586K 0.09% +82.0 +8.8% $580.91 -21.4%
24 MRK MERCK & CO INC Healthcare 4,499.0 $578K 0.09% +842.0 +23.0% $128.50 +17.3%
25 MMM 3M CO Industrials 3,377.0 $547K 0.08% +138.0 +4.3% $161.91 +10.6%
26 MBB ISHARES TR 5,734.0 $542K 0.08% +1K +21.7% $94.52 -1.3%
27 LLY ELI LILLY & CO Healthcare 450.0 $540K 0.08% +37.0 +9.0% $1199.43 +4.0%
28 VBR VANGUARD INDEX FDS 2,169.0 $527K 0.08% +14.0 +0.7% $242.99 +2.2%
29 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 539.0 $504K 0.07% +72.0 +15.4% $935.47 +3.8%
30 VANGUARD NY TAX FREE FDS 4,783.0 $497K 0.07% +38.0 +0.8% $104.00
31 V VISA INC Financial Services 1,398.0 $480K 0.07% +259.0 +22.7% $343.09 +11.5%
32 CALI BLACKROCK ETF TRUST II 8,756.0 $443K 0.07% +55.0 +0.6% $50.54 -0.3%
33 CAT CATERPILLAR INC Industrials 415.0 $442K 0.07% +4.0 +1.0% $1064.90 -23.8%
34 VYMI VANGUARD WHITEHALL FDS 4,262.0 $418K 0.06% +52.0 +1.2% $98.19 +7.1%
35 INTC INTEL CORP Technology 2,895.0 $404K 0.06% +119.0 +4.3% $139.63 -37.5%
36 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 962.0 $372K 0.06% +24.0 +2.6% $386.61 +4.1%
37 IDEV ISHARES TR 3,937.0 $350K 0.05% +36.0 +0.9% $89.01 +4.6%
38 GE GE AEROSPACE Industrials 830.0 $310K 0.05% +69.0 +9.1% $373.73 -8.5%
39 LRCX LAM RESEARCH CORP Technology 651.0 $282K 0.04% +14.0 +2.2% $433.33 -28.4%
40 CSCO CISCO SYS INC Technology 2,367.0 $278K 0.04% +357.0 +17.8% $117.46 -6.2%
Page 2 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%