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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 8 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RSG REPUBLIC SVCS INC Industrials 117.0 $25K 0.00% -37.0 -24.0% $213.09 +3.6%
142 ARW ARROW ELECTRS INC Technology 114.0 $24K 0.00% -3.0 -2.6% $213.41 -1.2%
143 BMY BRISTOL-MYERS SQUIBB CO Healthcare 420.0 $24K 0.00% -122.0 -22.5% $57.62 +16.3%
144 WCN WASTE CONNECTIONS INC Industrials 144.0 $24K 0.00% -18.0 -11.1% $166.69 +1.6%
145 DDOG DATADOG INC Technology 91.0 $24K 0.00% -36.0 -28.4% $260.36 -9.5%
146 EXC EXELON CORP Utilities 501.0 $23K 0.00% -39.0 -7.2% $46.62 -6.1%
147 ANGLOGOLD ASHANTI PLC 287.0 $23K 0.00% -28.0 -8.9% $80.89
148 IDXX IDEXX LABS INC Healthcare 44.0 $23K 0.00% -15.0 -25.4% $526.45 +5.8%
149 GLNG GOLAR LNG LTD Energy 464.0 $23K 0.00% -17.0 -3.5% $49.84 +4.3%
150 IT GARTNER INC Technology 166.0 $22K 0.00% -6.0 -3.5% $129.62 +51.1%
151 NKE NIKE INC Consumer Cyclical 514.0 $21K 0.00% -912.0 -64.0% $41.05 -0.7%
152 CTRE CARETRUST REIT INC Real Estate 520.0 $21K 0.00% -10.0 -1.9% $40.35 -1.9%
153 RVMD REVOLUTION MEDICINES INC Healthcare 112.0 $21K 0.00% -3.0 -2.6% $187.29 +11.8%
154 ECL ECOLAB INC Basic Materials 75.0 $21K 0.00% -14.0 -15.7% $278.61 +1.1%
155 WIT WIPRO LTD Technology 9,105.0 $20K 0.00% -1K -10.6% $2.25 -16.0%
156 RJF RAYMOND JAMES FINL INC Financial Services 134.0 $20K 0.00% -10.0 -6.9% $152.04 +15.2%
157 PCAR PACCAR INC Industrials 168.0 $20K 0.00% -58.0 -25.7% $120.12 +9.1%
158 GRMN GARMIN LTD Technology 84.0 $20K 0.00% -24.0 -22.2% $237.55 +24.1%
159 REGN REGENERON PHARMACEUTICALS Healthcare 32.0 $20K 0.00% -12.0 -27.3% $623.56 +33.8%
160 USFD US FOODS HLDG CORP Consumer Defensive 194.0 $20K 0.00% -2.0 -1.0% $102.25 +7.2%
Page 8 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%