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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 12 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 RBLX ROBLOX CORP Technology 1,286.0 $70K 0.01% +867.0 +206.9% $54.38 -29.4%
222 L LOEWS CORP Financial Services 613.0 $69K 0.01% +5.0 +0.8% $113.21 -3.0%
223 MDT MEDTRONIC PLC Healthcare 883.0 $69K 0.01% +432.0 +95.8% $78.20 +19.4%
224 TTMI TTM TECHNOLOGIES INC Technology 366.0 $68K 0.01% +3.0 +0.8% $187.02 -40.9%
225 ISRG INTUITIVE SURGICAL INC Healthcare 172.0 $68K 0.01% -6.0 -3.4% $397.68 -4.7%
226 VONV VANGUARD SCOTTSDALE FDS 637.0 $68K 0.01% $106.31 +6.1%
227 ALL ALLSTATE CORP Financial Services 284.0 $68K 0.01% +54.0 +23.5% $237.94 +6.7%
228 KR KROGER CO Consumer Defensive 1,213.0 $67K 0.01% +121.0 +11.1% $55.53 +4.3%
229 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 545.0 $67K 0.01% -81.0 -12.9% $123.11 +31.0%
230 LMT LOCKHEED MARTIN CORP Industrials 131.0 $67K 0.01% -8.0 -5.8% $509.47 +10.6%
231 DBX ETF TR 2,209.0 $67K 0.01% +17.0 +0.8% $30.18
232 GILD GILEAD SCIENCES INC Healthcare 525.0 $66K 0.01% -70.0 -11.8% $126.34 +15.7%
233 DGX QUEST DIAGNOSTICS INC Healthcare 310.0 $66K 0.01% -5.0 -1.6% $211.95 +15.3%
234 COWZ PACER FDS TR 1,055.0 $66K 0.01% $62.20 +15.8%
235 YUM YUM BRANDS INC Consumer Cyclical 409.0 $65K 0.01% -31.0 -7.0% $159.86 -4.3%
236 TER TERADYNE INC Technology 132.0 $64K 0.01% -2.0 -1.5% $483.84 -22.3%
237 IGM ISHARES TR 389.0 $64K 0.01% $163.58 -2.9%
238 CPA COPA HOLDINGS SA Industrials 409.0 $64K 0.01% $155.57 -16.5%
239 MPWR MONOLITHIC PWR SYS INC Technology 46.0 $64K 0.01% -1.0 -2.1% $1382.37 -4.8%
240 HOOD ROBINHOOD MKTS INC Financial Services 629.0 $63K 0.01% +24.0 +4.0% $100.28 +7.8%
Page 12 of 91  ·  1,820 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%