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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 14 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CNQ CANADIAN NAT RES LTD MED TER Energy 183.0 $7K 0.00% -26.0 -12.4% $39.50 +30.1%
262 OSK OSHKOSH CORP Industrials 47.0 $7K 0.00% -26.0 -35.6% $153.49 +2.3%
263 VTRS VIATRIS INC Healthcare 454.0 $7K 0.00% -12.0 -2.6% $15.88 +2.8%
264 ALK ALASKA AIR GROUP INC Industrials 138.0 $7K 0.00% -12.0 -8.0% $52.20 -22.6%
265 DT DYNATRACE INC Technology 162.0 $7K 0.00% -44.0 -21.4% $43.91 +12.3%
266 PATK PATRICK INDS INC Consumer Cyclical 78.0 $7K 0.00% -1.0 -1.3% $89.78 -7.1%
267 UPS UNITED PARCEL SVCS INC Industrials 65.0 $7K 0.00% -10.0 -13.3% $107.51 -5.1%
268 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 41.0 $7K 0.00% -26.0 -38.8% $168.54 -9.5%
269 AMT AMERICAN TOWER CORP Real Estate 42.0 $7K 0.00% -56.0 -57.1% $163.57 +7.5%
270 NRG NRG ENERGY INC Utilities 47.0 $7K 0.00% -28.0 -37.3% $146.06 -22.6%
271 RL RALPH LAUREN CORP Consumer Cyclical 17.0 $7K 0.00% -10.0 -37.0% $401.41 -7.2%
272 RMBS RAMBUS INC DEL Technology 51.0 $7K 0.00% -14.0 -21.5% $132.75 -31.3%
273 DOCU DOCUSIGN INC Technology 150.0 $7K 0.00% -36.0 -19.4% $44.42 +39.6%
274 VOYA VOYA FINANCIAL INC Financial Services 73.0 $7K 0.00% -2.0 -2.7% $90.53 +8.0%
275 WU WESTERN UN CO Financial Services 857.0 $7K 0.00% -816.0 -48.8% $7.70 -5.3%
276 AVA AVISTA CORP Utilities 161.0 $7K 0.00% -15.0 -8.5% $40.91 -8.2%
277 ELAN ELANCO ANIMAL HEALTH INC Healthcare 264.0 $6K 0.00% -24.0 -8.3% $24.61 -2.6%
278 PDD PDD HOLDINGS INC Consumer Cyclical 85.0 $6K 0.00% -2.0 -2.3% $76.28 +15.9%
279 SAP SAP SE Technology 42.0 $6K 0.00% -82.0 -66.1% $154.12 +41.9%
280 NDAQ NASDAQ INC Financial Services 82.0 $6K 0.00% -5.0 -5.8% $78.83 +24.6%
Page 14 of 25  ·  495 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%