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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 19 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VEEV VEEVA SYS INC Healthcare 17.0 $3K -38.0 -69.1% $177.47 +39.7%
362 KD KYNDRYL HLDGS INC Technology 266.0 $3K -41.0 -13.4% $11.31 +10.9%
363 LVS LAS VEGAS SANDS CORP Consumer Cyclical 63.0 $3K -58.0 -47.9% $46.19 +1.8%
364 RPM RPM INTL INC Basic Materials 26.0 $3K -14.0 -35.0% $111.15 -2.3%
365 HTHT H WORLD GROUP LTD Consumer Cyclical 67.0 $3K -95.0 -58.6% $41.73 +17.8%
366 GRAB GRAB HOLDINGS LIMITED Technology 738.0 $3K -1K -58.7% $3.77 -7.7%
367 EFX EQUIFAX INC Industrials 17.0 $3K -6.0 -26.1% $158.76 +21.3%
368 CVSA COVISTA INC Consumer Cyclical 21.0 $3K -4.0 -16.0% $124.67 +6.2%
369 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 30.0 $3K -9.0 -23.1% $86.20 -5.6%
370 RPAY REPAY HLDGS CORP Technology 615.0 $3K -243.0 -28.3% $4.20 -4.5%
371 REZI RESIDEO TECHNOLOGIES INC Industrials 83.0 $3K -53.0 -39.0% $31.11 -34.8%
372 VNT VONTIER CORPORATION Technology 88.0 $3K -27.0 -23.5% $29.00 +13.7%
373 PHG KONINKLIJKE PHILIPS N V Healthcare 92.0 $3K -212.0 -69.7% $27.20 +0.8%
374 BALL BALL CORP Consumer Cyclical 40.0 $2K -1.0 -2.4% $62.40 +1.9%
375 OC OWENS CORNING NEW Industrials 15.0 $2K -3.0 -16.7% $159.00 -6.9%
376 AKAM AKAMAI TECHNOLOGIES INC Technology 20.0 $2K -60.0 -75.0% $118.25 -6.6%
377 KRC KILROY REALTY CORP Real Estate 63.0 $2K -31.0 -33.0% $37.48 -2.4%
378 VCIT VANGUARD SCOTTSDALE FDS 29.0 $2K -7.0 -19.4% $81.34 -0.4%
379 AGO ASSURED GUARANTY LTD Financial Services 29.0 $2K -15.0 -34.1% $80.17 -7.2%
380 TLK TELEKOMUNIKASI IND Communication Services 170.0 $2K -144.0 -45.9% $13.44 +11.6%
Page 19 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%