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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 8 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LIBERTY MEDIA CORP DEL 375.0 $36K 0.01% +82.0 +28.0% $95.14
142 NVT NVENT ELEC PLC Industrials 207.0 $35K 0.01% +6.0 +3.0% $169.61 -9.6%
143 KVUE KENVUE INC Consumer Defensive 1,834.0 $35K 0.01% +959.0 +109.6% $19.11 +1.7%
144 WM WASTE MGMT INC DEL Industrials 157.0 $35K 0.01% +41.0 +35.3% $222.89 +1.6%
145 DAL DELTA AIR LINES INC Industrials 370.0 $35K 0.01% +24.0 +6.9% $93.66 -11.9%
146 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 118.0 $35K 0.01% +68.0 +136.0% $293.19 +4.5%
147 INGR INGREDION INC Consumer Defensive 364.0 $34K 0.01% +196.0 +116.7% $94.71 +12.1%
148 DHR DANAHER CORP DEL Healthcare 178.0 $34K 0.01% +1.0 +0.6% $190.48 +13.0%
149 VLO VALERO ENERGY CORP Energy 129.0 $34K 0.01% +3.0 +2.4% $260.44 +32.9%
150 BCS BARCLAYS PLC Financial Services 1,226.0 $33K 0.01% +334.0 +37.4% $26.86 +0.4%
151 CRH PLC 307.0 $33K 0.01% +3.0 +1.0% $107.00
152 CASY CASEYS GEN STORES INC Consumer Cyclical 41.0 $33K 0.01% +1.0 +2.5% $794.80 +7.5%
153 LHX L3HARRIS TECHNOLOGIES INC Industrials 112.0 $33K 0.01% +34.0 +43.6% $290.60 -9.6%
154 DHI D R HORTON INC Consumer Cyclical 197.0 $32K 0.01% +3.0 +1.6% $162.88 -8.5%
155 MTZ MASTEC INC Industrials 77.0 $32K 0.01% +1.0 +1.3% $416.06 -38.6%
156 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 934.0 $32K 0.01% +76.0 +8.9% $34.00 +11.9%
157 DEO DIAGEO PLC Consumer Defensive 395.0 $32K 0.01% +16.0 +4.2% $80.38 +19.5%
158 SIMO SILICON MOTION TECHNOLOGY CO Technology 95.0 $32K 0.01% +2.0 +2.1% $333.34 -27.0%
159 EIX EDISON INTL Utilities 420.0 $31K 0.01% +7.0 +1.7% $74.45 -0.6%
160 DLR DIGITAL RLTY TR INC Real Estate 174.0 $31K 0.01% +3.0 +1.8% $179.58 +5.0%
Page 8 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%