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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 5 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COP CONOCOPHILLIPS Energy 788.0 $82K 0.01% +260.0 +49.2% $103.96 +28.3%
82 AFL AFLAC INC Financial Services 682.0 $80K 0.01% +10.0 +1.5% $117.25 +0.8%
83 APH AMPHENOL CORP Technology 450.0 $79K 0.01% +14.0 +3.2% $176.32 -11.8%
84 PLD PROLOGIS INC. Real Estate 584.0 $79K 0.01% +3.0 +0.5% $135.47 +5.8%
85 DIS DISNEY WALT CO Communication Services 811.0 $78K 0.01% +55.0 +7.3% $96.25 +14.9%
86 VRTX VERTEX PHARMACEUTICALS INC Healthcare 150.0 $75K 0.01% +21.0 +16.3% $496.73 +10.2%
87 ICICI BANK LIMITED 2,459.0 $71K 0.01% +648.0 +35.8% $29.03
88 COF CAPITAL ONE FINL CORP Financial Services 353.0 $71K 0.01% +9.0 +2.6% $200.62 +7.8%
89 RBLX ROBLOX CORP Technology 1,286.0 $70K 0.01% +867.0 +206.9% $54.38 -28.7%
90 L LOEWS CORP Financial Services 613.0 $69K 0.01% +5.0 +0.8% $113.21 -1.6%
91 MDT MEDTRONIC PLC Healthcare 883.0 $69K 0.01% +432.0 +95.8% $78.20 +18.8%
92 TTMI TTM TECHNOLOGIES INC Technology 366.0 $68K 0.01% +3.0 +0.8% $187.02 -42.7%
93 ALL ALLSTATE CORP Financial Services 284.0 $68K 0.01% +54.0 +23.5% $237.94 +9.4%
94 KR KROGER CO Consumer Defensive 1,213.0 $67K 0.01% +121.0 +11.1% $55.53 +6.4%
95 DBX ETF TR 2,209.0 $67K 0.01% +17.0 +0.8% $30.18
96 HOOD ROBINHOOD MKTS INC Financial Services 629.0 $63K 0.01% +24.0 +4.0% $100.28 +3.3%
97 KB KB FINL GROUP INC Financial Services 595.0 $62K 0.01% +118.0 +24.7% $104.96 +13.1%
98 XEL XCEL ENERGY INC Utilities 752.0 $60K 0.01% +6.0 +0.8% $80.30 -3.7%
99 CHT CHUNGHWA TELECOM CO LTD Communication Services 1,326.0 $59K 0.01% +29.0 +2.2% $44.26 -2.5%
100 CME CME GROUP INC Financial Services 265.0 $59K 0.01% +40.0 +17.8% $220.83 +26.4%
Page 5 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%