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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 23 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 LBRDK LIBERTY BROADBAND CORP Communication Services 26.0 $865.0 -21.0 -44.7% $33.27 +8.3%
442 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 27.0 $859.0 -86.0 -76.1% $31.81 +9.2%
443 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 18.0 $851.0 -23.0 -56.1% $47.28 +8.5%
444 ZETA ZETA GLOBAL HOLDINGS CORP Technology 43.0 $847.0 -29.0 -40.3% $19.70 +47.6%
445 CCI CROWN CASTLE INC Real Estate 11.0 $834.0 -6.0 -35.3% $75.82 -0.4%
446 NICE NICE LTD Technology 9.0 $818.0 -5.0 -35.7% $90.89 +10.3%
447 VIV TELEFONICA BRASIL SA Communication Services 61.0 $803.0 -42.0 -40.8% $13.16 -13.2%
448 PRIM PRIMORIS SVCS CORP Industrials 8.0 $793.0 -43.0 -84.3% $99.12 -22.1%
449 FCN FTI CONSULTING INC Industrials 5.0 $746.0 -3.0 -37.5% $149.20 +4.4%
450 BHC BAUSCH HEALTH COS INC Healthcare 148.0 $730.0 -85.0 -36.5% $4.93 +30.6%
451 AER AERCAP HOLDINGS NV Industrials 5.0 $729.0 -4.0 -44.4% $145.80 +0.3%
452 HNI HNI CORP Industrials 18.0 $728.0 -59.0 -76.6% $40.44 +21.7%
453 PD PAGERDUTY INC Technology 74.0 $715.0 -453.0 -86.0% $9.66 +27.5%
454 URBN URBAN OUTFITTERS INC Consumer Cyclical 10.0 $709.0 -10.0 -50.0% $70.90 +4.7%
455 AMTM AMENTUM HOLDINGS INC Industrials 34.0 $703.0 -26.0 -43.3% $20.68 +3.9%
456 PSN PARSONS CORP DEL Industrials 13.0 $682.0 -22.0 -62.9% $52.46 -6.5%
457 AOS SMITH A O CORP Industrials 10.0 $628.0 -71.0 -87.7% $62.80 +0.4%
458 GPN GLOBAL PMTS INC Industrials 8.0 $581.0 -19.0 -70.4% $72.62 +28.7%
459 RBRK RUBRIK INC. Technology 7.0 $562.0 -2.0 -22.2% $80.29 +24.7%
460 JAMES HARDIE INDS PLC 21.0 $550.0 -4.0 -16.0% $26.19
Page 23 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%