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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 3 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WFC WELLS FARGO & CO Financial Services 3,204.0 $265K 0.04% +446.0 +16.2% $82.64 +1.5%
42 GS GOLDMAN SACHS GROUP INC Financial Services 261.0 $264K 0.04% +4.0 +1.6% $1011.37 +2.8%
43 GEV GE VERNOVA INC Utilities 223.0 $262K 0.04% +2.0 +0.9% $1174.86 -18.6%
44 PANW PALO ALTO NETWORKS INC Technology 740.0 $252K 0.04% +43.0 +6.2% $341.02 +4.9%
45 VUG VANGUARD INDEX FDS 2,926.0 $252K 0.04% +2K +499.6% $86.14 +1.6%
46 INTU INTUIT Technology 942.0 $246K 0.04% +25.0 +2.7% $261.00 +40.6%
47 KLAC KLA CORP Technology 802.0 $242K 0.04% +721.0 +890.1% $301.71 -39.0%
48 TRGP TARGA RES CORP Energy 844.0 $226K 0.03% +9.0 +1.1% $268.14 +11.5%
49 IBM INTERNATIONAL BUSINESS MACHS Technology 773.0 $217K 0.03% +24.0 +3.2% $281.21 -16.2%
50 ABT ABBOTT LABORATORIES Healthcare 2,300.0 $209K 0.03% +122.0 +5.6% $90.74 +28.5%
51 C CITIGROUP INC Financial Services 1,479.0 $207K 0.03% +113.0 +8.3% $139.96 -5.9%
52 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 410.0 $196K 0.03% +50.0 +13.9% $477.57 -12.3%
53 MRVL MARVELL TECHNOLOGY INC Technology 639.0 $190K 0.03% +11.0 +1.8% $297.89 -20.4%
54 ADI ANALOG DEVICES INC Technology 479.0 $190K 0.03% +4.0 +0.8% $397.17 -6.1%
55 ASML ASML HLDG NV Technology 80.0 $159K 0.02% +2.0 +2.6% $1989.45 -11.3%
56 AXP AMERICAN EXPRESS CO Financial Services 449.0 $152K 0.02% +48.0 +12.0% $338.25 -0.7%
57 MS MORGAN STANLEY Financial Services 702.0 $147K 0.02% +12.0 +1.7% $209.04 +2.5%
58 UNH UNITEDHEALTH GROUP INC Healthcare 351.0 $146K 0.02% +105.0 +42.7% $415.63 -6.1%
59 WDC WESTERN DIGITAL CORP Technology 225.0 $144K 0.02% +6.0 +2.7% $638.72 -28.1%
60 DELL DELL TECHNOLOGIES INC Technology 324.0 $140K 0.02% +2.0 +0.6% $431.46 +2.4%
Page 3 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%