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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 25 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ROKU ROKU INC Communication Services 12.0 $2K +4.0 +50.0% $138.17 +14.0%
482 WRB BERKLEY W R CORP Financial Services 23.0 $2K +7.0 +43.8% $70.57 -2.8%
483 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 13.0 $2K +4.0 +44.4% $123.31 +9.1%
484 FUTU FUTU HLDGS LTD Financial Services 17.0 $2K +6.0 +54.5% $93.76 +31.9%
485 MRCY MERCURY SYS INC Industrials 13.0 $2K +6.0 +85.7% $122.38 -25.4%
486 BOH BANK HAWAII CORP Financial Services 19.0 $2K +6.0 +46.1% $81.53 -4.9%
487 SLAB SILICON LABORATORIES INC Technology 7.0 $2K +2.0 +40.0% $218.57 -0.3%
488 HLIO HELIOS TECHNOLOGIES INC Industrials 17.0 $2K +7.0 +70.0% $89.29 -14.7%
489 RTO RENTOKIL INITIAL PLC Industrials 51.0 $1K +12.0 +30.8% $28.63 -17.4%
490 PLUG PLUG PWR INC Industrials 486.0 $1K +269.0 +124.0% $2.71 -16.3%
491 SFNC SIMMONS FIRST NATL CORP Financial Services 57.0 $1K +23.0 +67.7% $22.67 +1.5%
492 U HAUL HOLDING COMPANY 22.0 $1K +2.0 +10.0% $57.73
493 RVTY REVVITY INC Healthcare 11.0 $1K +5.0 +83.3% $111.27 +12.1%
494 SATS ECHOSTAR CORP Technology 12.0 $1K +4.0 +50.0% $101.50 -14.3%
495 ERIE ERIE INDTY CO Financial Services 5.0 $1K +2.0 +66.7% $239.80 +10.4%
496 RNST RENASANT CORP Financial Services 28.0 $1K +12.0 +75.0% $42.57 -2.5%
497 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 22.0 $1K +11.0 +100.0% $52.18 +3.9%
498 FSV FIRSTSERVICE CORP NEW Real Estate 8.0 $1K +1.0 +14.3% $142.12 +1.7%
499 BNTX BIONTECH SE Healthcare 12.0 $1K +1.0 +9.1% $93.08 +25.2%
500 CE CELANESE CORP DEL Basic Materials 22.0 $1K +10.0 +83.3% $46.00 +1.7%
Page 25 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%