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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 24 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 HRL HORMEL FOODS CORP Consumer Defensive 22.0 $547.0 -96.0 -81.4% $24.86 -3.9%
462 ROCK GIBRALTAR INDS INC Industrials 12.0 $542.0 -13.0 -52.0% $45.17 +2.9%
463 WMG WARNER MUSIC GROUP CORP Communication Services 20.0 $542.0 -67.0 -77.0% $27.10 +0.1%
464 PERIMETER SOLUTIONS INC 15.0 $535.0 -5.0 -25.0% $35.67
465 PATH UIPATH INC Technology 48.0 $522.0 -48.0 -50.0% $10.88 +50.7%
466 IOT SAMSARA INC Technology 16.0 $519.0 -128.0 -88.9% $32.44 +23.1%
467 ALRM ALARM COM HLDGS INC Technology 11.0 $514.0 -88.0 -88.9% $46.73 +23.1%
468 EEFT EURONET WORLDWIDE INC Technology 7.0 $513.0 -14.0 -66.7% $73.29 -4.4%
469 MMS MAXIMUS INC Industrials 9.0 $484.0 -32.0 -78.0% $53.78 +8.3%
470 XNET XUNLEI LTD Communication Services 86.0 $482.0 -86.0 -50.0% $5.60 -8.6%
471 PYPL PAYPAL HLDGS INC Financial Services 11.0 $475.0 -44.0 -80.0% $43.18 +42.5%
472 BILL BILL HOLDINGS INC Technology 13.0 $471.0 -11.0 -45.8% $36.23 +32.0%
473 DRS LEONARDO DRS INC Industrials 11.0 $470.0 -7.0 -38.9% $42.73 -4.7%
474 SNY SANOFI SA Healthcare 11.0 $470.0 -355.0 -97.0% $42.73 +7.3%
475 ENS ENERSYS Industrials 2.0 $468.0 -1.0 -33.3% $234.00 -18.9%
476 FISV FISERV INC Technology 9.0 $442.0 -41.0 -82.0% $49.11 +7.1%
477 TU TELUS CORPORATION Communication Services 41.0 $434.0 -188.0 -82.1% $10.59 -6.5%
478 FCFS FIRSTCASH HOLDINGS INC Financial Services 2.0 $433.0 -1.0 -33.3% $216.50 +4.1%
479 OLED UNIVERSAL DISPLAY CORP Technology 5.0 $433.0 -15.0 -75.0% $86.60 -0.9%
480 MENS JYONG BIOTECH LTD Healthcare 206.0 $427.0 -267.0 -56.5% $2.07 +5.2%
Page 24 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%