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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 4 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK OF AMER CORP Financial Services 2,139.0 $122K 0.02% +242.0 +12.8% $56.98 +8.9%
62 AMGN AMGEN INC Healthcare 319.0 $116K 0.02% +18.0 +6.0% $362.12 +21.8%
63 VO VANGUARD INDEX FDS 1,407.0 $113K 0.02% +1K +299.7% $80.58 +2.6%
64 T AT&T INC Communication Services 5,412.0 $112K 0.02% +930.0 +20.8% $20.70 +23.9%
65 LIN LINDE PLC Basic Materials 211.0 $109K 0.02% +2.0 +1.0% $518.94 -6.5%
66 ETN EATON CORP PLC Industrials 256.0 $109K 0.02% +2.0 +0.8% $426.12 -3.9%
67 HPE HEWLETT PACKARD ENTERPRISE C Technology 2,411.0 $109K 0.02% +22.0 +0.9% $45.11 +16.1%
68 ORCL ORACLE CORP Technology 736.0 $108K 0.02% +133.0 +22.1% $146.55 -2.1%
69 EMCS DBX ETF TR 2,284.0 $107K 0.02% +1K +183.4% $46.91 -4.2%
70 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 111.0 $107K 0.02% +4.0 +3.7% $965.00 -17.2%
71 ASX ASE TECHNOLOGY HLDG CO LTD Technology 2,302.0 $104K 0.01% +117.0 +5.3% $45.12 -19.7%
72 TT TRANE TECHNOLOGIES PLC Industrials 205.0 $101K 0.01% +2.0 +1.0% $491.16 -9.0%
73 ANET ARISTA NETWORKS INC Technology 578.0 $98K 0.01% +4.0 +0.7% $169.88 +11.1%
74 AMP AMERIPRISE FINL INC Financial Services 208.0 $95K 0.01% +117.0 +128.6% $458.76 +22.0%
75 TXN TEXAS INSTRS INC Technology 318.0 $95K 0.01% +100.0 +45.9% $298.07 -13.2%
76 PPG PPG INDS INC Basic Materials 739.0 $90K 0.01% +4.0 +0.5% $121.29 -6.7%
77 FORTINET INC 568.0 $87K 0.01% +299.0 +111.2% $153.62
78 GIS GENERAL MILLS INC Consumer Defensive 2,476.0 $86K 0.01% +1K +104.0% $34.80 +17.4%
79 GM GENERAL MTRS CO Consumer Cyclical 1,117.0 $86K 0.01% +6.0 +0.5% $77.08 +12.3%
80 BKNG BOOKING HOLDINGS INC Consumer Cyclical 482.0 $86K 0.01% +464.0 +2577.8% $178.24 +19.6%
Page 4 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%