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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 7 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RF REGIONS FINANCIAL CORP NEW Financial Services 1,239.0 $37K 0.01% -47.0 -3.6% $30.20 +0.7%
122 PH PARKER-HANNIFIN CORP Industrials 36.0 $35K 0.01% -8.0 -18.2% $978.14 +2.4%
123 ACGL ARCH CAP GROUP LTD Financial Services 358.0 $35K 0.01% -100.0 -21.8% $97.06 +2.4%
124 EMXC ISHARES INC 322.0 $33K 0.01% -562.0 -63.6% $102.34 -4.4%
125 CL COLGATE PALMOLIVE CO Consumer Defensive 350.0 $32K 0.01% -30.0 -7.9% $91.68 -0.7%
126 FCX FREEPORT MCMORAN INC Basic Materials 510.0 $32K 0.01% -6.0 -1.2% $62.89 +21.9%
127 MSI MOTOROLA SOLUTIONS INC Technology 77.0 $32K 0.01% -34.0 -30.6% $415.30 +15.7%
128 JHG JANUS HENDERSON GROUP PLC Financial Services 606.0 $31K 0.01% -11.0 -1.8% $51.95 -0.0%
129 SGOV ISHARES TR 305.0 $31K 0.01% -15.0 -4.7% $100.78 -0.1%
130 AZN ASTRAZENECA PLC Healthcare 160.0 $30K 0.00% -40.0 -20.0% $189.62 -12.5%
131 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 92.0 $29K 0.00% -34.0 -27.0% $317.53 -8.0%
132 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 317.0 $29K 0.00% -80.0 -20.1% $92.09 -3.2%
133 SFM SPROUTS FMRS MKT INC Consumer Defensive 338.0 $29K 0.00% -8.0 -2.3% $84.58 -4.1%
134 CENCORA INC 99.0 $28K 0.00% -6.0 -5.7% $282.99
135 WCC WESCO INTL INC Industrials 76.0 $26K 0.00% -2.0 -2.6% $345.43 +1.1%
136 RMD RESMED INC Healthcare 134.0 $26K 0.00% -11.0 -7.6% $194.88 +18.8%
137 POR PORTLAND GEN ELEC CO Utilities 500.0 $26K 0.00% -439.0 -46.8% $51.83 -4.3%
138 INGERSOLL RAND INC 314.0 $26K 0.00% -114.0 -26.6% $81.99
139 CBRE CBRE GROUP INC Real Estate 187.0 $25K 0.00% -63.0 -25.2% $134.70 +12.9%
140 PHM PULTE GROUP INC Consumer Cyclical 182.0 $25K 0.00% -4.0 -2.1% $137.21 -6.0%
Page 7 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%