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Portfolio (Quarterly) Guide ↗

Bell Investment Advisors, Inc

· CIK 0001890149
13F Portfolio $639.2B AUM 1,860 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 172 New 494 Added 522 Reduced 114 Exited
Page 12 of 93  ·  1,860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PM PHILIP MORRIS INTL INC Consumer Defensive 390.0 $64K 0.01% +6.0 +1.6% $165.34 +14.7%
222 HON HONEYWELL INTL INC Industrials 281.0 $64K 0.01% $226.03 -5.7%
223 COF CAPITAL ONE FINL CORP Financial Services 344.0 $63K 0.01% +52.0 +17.8% $182.43 +2.6%
224 SUSA ISHARES TR 471.0 $62K 0.01% -988.0 -67.7% $132.14 +13.4%
225 MRVL MARVELL TECHNOLOGY INC Technology 628.0 $62K 0.01% +72.0 +12.9% $99.05 +78.6%
226 DGX QUEST DIAGNOSTICS INC Healthcare 315.0 $62K 0.01% +3.0 +1.0% $195.98 -4.8%
227 VONV VANGUARD SCOTTSDALE FDS 637.0 $60K 0.01% $93.74 +8.9%
228 XEL XCEL ENERGY INC Utilities 746.0 $59K 0.01% -160.0 -17.7% $79.44 -1.9%
229 WDC WESTERN DIGITAL CORP Technology 219.0 $59K 0.01% -3.0 -1.4% $270.49 +78.2%
230 FIX COMFORT SYS USA INC Industrials 42.0 $58K 0.01% -1.0 -2.3% $1379.00 +44.5%
231 VRTX VERTEX PHARMACEUTICALS INC Healthcare 129.0 $58K 0.01% -3.0 -2.3% $446.54 -2.1%
232 HPE HEWLETT PACKARD ENTERPRISE C Technology 2,389.0 $57K 0.01% -247.0 -9.4% $23.81 +39.0%
233 COOPER COS INC 780.0 $56K 0.01% -13.0 -1.6% $71.50
234 APH AMPHENOL CORP Technology 436.0 $55K 0.01% -168.0 -27.8% $126.35 -3.7%
235 PGR PROGRESSIVE CORP Financial Services 277.0 $55K 0.01% $198.24 +0.8%
236 CHT CHUNGHWA TELECOM CO LTD Communication Services 1,297.0 $55K 0.01% +159.0 +14.0% $42.24 +3.1%
237 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 2,028.0 $54K 0.01% -191.0 -8.6% $26.67 +11.9%
238 ADBE ADOBE INC Technology 222.0 $54K 0.01% +8.0 +3.7% $243.08 +5.2%
239 MCK MCKESSON CORP Healthcare 62.0 $54K 0.01% $865.37 -12.1%
240 UBER UBER TECHNOLOGIES INC Technology 745.0 $54K 0.01% -81.0 -9.8% $71.93 +4.4%
Page 12 of 93  ·  1,860 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 32.4%
Financial Services 14.1%
Communication Services 12.2%
Industrials 10.0%
Healthcare 7.7%
Consumer Defensive 7.4%
Consumer Cyclical 6.4%
Energy 6.0%
Utilities 1.5%
Basic Materials 1.3%