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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 18 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CWEN CLEARWAY ENERGY INC Utilities 107.0 $4K 0.00% -18.0 -14.4% $34.19 -4.8%
342 EXPAND ENERGY CORPORATION 40.0 $4K 0.00% -109.0 -73.2% $91.20
343 EQH EQUITABLE HLDGS INC Financial Services 82.0 $4K 0.00% -19.0 -18.8% $43.89 +11.4%
344 ACI ALBERTSONS COMPANIES INC Consumer Defensive 261.0 $4K 0.00% -380.0 -59.3% $13.53 -8.5%
345 GDS GDS HLDGS LTD Technology 115.0 $3K 0.00% -92.0 -44.4% $30.03 +9.4%
346 NIO NIO INC Consumer Cyclical 675.0 $3K 0.00% -425.0 -38.6% $5.06 -8.5%
347 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 161.0 $3K -98.0 -37.8% $21.11 -18.3%
348 ADT ADT INC DEL Industrials 519.0 $3K -146.0 -21.9% $6.50 +13.5%
349 FEDERATED HERMES INC 61.0 $3K -32.0 -34.4% $55.23
350 CF CF INDUSTRIES HOLD Basic Materials 31.0 $3K -5.0 -13.9% $108.29 +19.7%
351 ESI ELEMENT SOLUTIONS INC Basic Materials 69.0 $3K -7.0 -9.2% $47.75 -26.1%
352 QS QUANTUMSCAPE CORP Consumer Cyclical 435.0 $3K -71.0 -14.0% $7.56 -20.9%
353 WB WEIBO CORP Communication Services 453.0 $3K -96.0 -17.5% $7.26 -3.2%
354 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 57.0 $3K -102.0 -64.2% $57.23 +16.6%
355 RCI ROGERS COMMUNICATIONS INC Communication Services 100.0 $3K -14.0 -12.3% $32.50 +11.6%
356 TOST TOAST INC Technology 116.0 $3K -51.0 -30.5% $27.83 +31.7%
357 FLUTTER ENTMT PLC 31.0 $3K -75.0 -70.8% $102.19
358 FLS FLOWSERVE CORP Industrials 42.0 $3K -97.0 -69.8% $74.17 +7.0%
359 BCC BOISE CASCADE CO DEL Basic Materials 40.0 $3K -44.0 -52.4% $77.65 +6.2%
360 PCTY PAYLOCITY HLDG CORP Technology 29.0 $3K -45.0 -60.8% $104.55 +46.7%
Page 18 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%