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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 9 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ED CONSOLIDATED EDISON INC Utilities 179.0 $20K 0.00% -7.0 -3.8% $110.63 -3.9%
162 AON AON PLC Financial Services 59.0 $20K 0.00% -20.0 -25.3% $331.69 +7.1%
163 WBD WARNER BROS DISCOVERY INC Communication Services 731.0 $19K 0.00% -53.0 -6.8% $26.66 +7.1%
164 FOXA FOX CORP Communication Services 370.0 $19K 0.00% -17.0 -4.4% $52.16 +31.4%
165 SHW SHERWIN WILLIAMS CO Basic Materials 56.0 $19K 0.00% -1.0 -1.8% $344.32 +0.7%
166 FICO FAIR ISAAC CORP Technology 16.0 $19K 0.00% -3.0 -15.8% $1194.81 -1.9%
167 ONTO ONTO INNOVATION INC Technology 50.0 $19K 0.00% -2.0 -3.9% $378.46 -22.5%
168 TPR TAPESTRY INC Consumer Cyclical 128.0 $19K 0.00% -27.0 -17.4% $146.38 -11.1%
169 ADSK AUTODESK INC Technology 96.0 $19K 0.00% -15.0 -13.5% $194.43 +30.6%
170 EXR EXTRA SPACE STORAGE INC Real Estate 125.0 $18K 0.00% -1.0 -0.8% $145.30 +1.0%
171 CMCSA COMCAST CORP NEW Communication Services 738.0 $18K 0.00% -703.0 -48.8% $24.55 +9.4%
172 EQT EQT CORP Energy 340.0 $18K 0.00% -93.0 -21.5% $53.17 +1.0%
173 TM TOYOTA MOTOR CORP Consumer Cyclical 107.0 $18K 0.00% -40.0 -27.2% $168.42 +17.2%
174 NOW SERVICENOW INC Technology 175.0 $17K 0.00% -286.0 -62.0% $99.28 +29.4%
175 NTRA NATERA INC Healthcare 64.0 $17K 0.00% -8.0 -11.1% $271.45 +22.3%
176 SHOP SHOPIFY INC Technology 152.0 $17K 0.00% -104.0 -40.6% $114.18 +30.7%
177 NOC NORTHROP GRUMMAN CORP Industrials 34.0 $17K 0.00% -3.0 -8.1% $509.32 +8.2%
178 ACN ACCENTURE PLC IRELAND Technology 138.0 $17K 0.00% -57.0 -29.2% $124.44 +48.9%
179 VGK VANGUARD INTL EQUITY INDEX F 191.0 $17K 0.00% -192.0 -50.1% $88.54 +4.7%
180 TEL TE CONNECTIVITY PLC Technology 82.0 $17K 0.00% -14.0 -14.6% $201.62 +0.9%
Page 9 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%