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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 20 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 KLIC KULICKE & SOFFA INDS INC Technology 17.0 $2K -3.0 -15.0% $133.76 -35.9%
382 MAA MID-AMER APT CMNTYS INC Real Estate 16.0 $2K -5.0 -23.8% $139.00 -5.5%
383 LEIDOS HOLDINGS INC 21.0 $2K -22.0 -51.2% $103.00
384 SHYD VANECK ETF TRUST 94.0 $2K -1.0 -1.1% $22.90 -0.9%
385 AVAV AEROVIRONMENT INC Industrials 13.0 $2K -2.0 -13.3% $165.08 -2.9%
386 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 55.0 $2K -24.0 -30.4% $38.96 +10.2%
387 HMC HONDA MOTOR CO LTD Consumer Cyclical 77.0 $2K -188.0 -70.9% $27.12 +23.1%
388 YMM FULL TRUCK ALLIANCE CO LTD Technology 253.0 $2K -118.0 -31.8% $8.12 +8.0%
389 TTD THE TRADE DESK INC Technology 111.0 $2K -56.0 -33.5% $18.08 -27.1%
390 LULU LULULEMON ATHLETICA INC Consumer Cyclical 17.0 $2K -4.0 -19.1% $114.24 +6.0%
391 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 21.0 $2K -2.0 -8.7% $90.05 +21.1%
392 ATR APTARGROUP INC Healthcare 15.0 $2K -4.0 -21.1% $125.20 +7.7%
393 KFY KORN FERRY Industrials 28.0 $2K -34.0 -54.8% $66.61 +27.7%
394 SMURFIT WESTROCK PLC 39.0 $2K -84.0 -68.3% $46.28
395 DPZ DOMINOS PIZZA INC Consumer Cyclical 6.0 $2K -5.0 -45.5% $296.17 +15.4%
396 GXO GXO LOGISTICS INCORPORATED Industrials 34.0 $2K -10.0 -22.7% $50.71 -9.8%
397 AAL AMERICAN AIRLINES GROUP INC Industrials 94.0 $2K -44.0 -31.9% $18.07 -23.5%
398 MGRC MCGRATH RENTCORP Industrials 14.0 $2K -7.0 -33.3% $121.07 -3.7%
399 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 4.0 $2K -1.0 -20.0% $402.00 +1.0%
400 IONQ IONQ INC Technology 30.0 $2K -2.0 -6.2% $53.27 -15.8%
Page 20 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%