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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 22 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ICL ICL GROUP LTD Basic Materials 242.0 $1K -173.0 -41.7% $4.98 +16.4%
422 STNE STONECO LTD Technology 106.0 $1K -36.0 -25.4% $10.85 -13.7%
423 SNN SMITH & NEPHEW PLC Healthcare 39.0 $1K -25.0 -39.1% $28.82 +1.5%
424 Z ZILLOW GROUP INC Communication Services 35.0 $1K -67.0 -65.7% $31.54 +13.8%
425 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 20.0 $1K -70.0 -77.8% $54.90 -18.9%
426 CHDN CHURCHILL DOWNS INC Consumer Cyclical 12.0 $1K -6.0 -33.3% $89.67 +4.5%
427 AMRIZE LTD 20.0 $1K -113.0 -85.0% $53.30
428 FRPT FRESHPET INC Consumer Defensive 18.0 $1K -49.0 -73.1% $59.17 +25.0%
429 MSTR STRATEGY INC Technology 12.0 $1K -40.0 -76.9% $87.00 +37.1%
430 CAR AVIS BUDGET GROUP INC Industrials 7.0 $1K -4.0 -36.4% $147.86 -0.8%
431 EHC ENCOMPASS HEALTH CORP Healthcare 10.0 $1K -53.0 -84.1% $101.10 +19.0%
432 VSNT VERSANT MEDIA GROUP INC Industrials 27.0 $973.0 -1.0 -3.6% $36.04 +7.5%
433 BCE BCE INC Communication Services 45.0 $968.0 -121.0 -72.9% $21.51 +10.2%
434 TENB TENABLE HLDGS INC Technology 26.0 $959.0 -217.0 -89.3% $36.88 -6.8%
435 RALLIANT CORP 13.0 $958.0 -3.0 -18.8% $73.69
436 FDS FACTSET RESH SYS INC Financial Services 4.0 $921.0 -1.0 -20.0% $230.25 +30.3%
437 INDB INDEPENDENT BK CORP MASS Financial Services 11.0 $921.0 -8.0 -42.1% $83.73 +0.0%
438 GMAB GENMAB A/S Healthcare 33.0 $907.0 -303.0 -90.2% $27.48 +21.7%
439 GATX GATX CORP Industrials 5.0 $886.0 -3.0 -37.5% $177.20 -0.1%
440 GLOBUS MED INC 11.0 $870.0 -6.0 -35.3% $79.09
Page 22 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%