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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 14 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NTAP NETAPP INC Technology 355.0 $55K 0.01% +303.0 +582.7% $154.76 +24.2%
262 PSX PHILLIPS 66 Energy 314.0 $53K 0.01% +99.0 +46.0% $169.05 +43.7%
263 SPG SIMON PPTY GROUP INC NEW Real Estate 237.0 $53K 0.01% $223.65 -2.4%
264 F FORD MTR CO Consumer Cyclical 3,779.0 $53K 0.01% +107.0 +2.9% $13.90 +3.7%
265 NET CLOUDFLARE INC Technology 213.0 $52K 0.01% -5.0 -2.3% $245.28 +19.5%
266 VRSK VERISK ANALYTICS INC Industrials 290.0 $52K 0.01% +107.0 +58.5% $179.53 +4.4%
267 CRWD CROWDSTRIKE HLDGS INC Technology 68.0 $52K 0.01% -14.0 -17.1% $190.79 +0.6%
268 UBER UBER TECHNOLOGIES INC Technology 718.0 $52K 0.01% -27.0 -3.6% $72.16 +9.2%
269 HIG HARTFORD INSURANCE GROUP INC Financial Services 390.0 $52K 0.01% -98.0 -20.1% $132.52 +2.7%
270 MAR MARRIOTT INTL INC NEW Consumer Cyclical 139.0 $52K 0.01% +2.0 +1.5% $370.60 -3.8%
271 ROIV ROIVANT SCIENCES LTD Healthcare 1,446.0 $51K 0.01% -25.0 -1.7% $35.39 +2.6%
272 AEP AMERICAN ELEC PWR CO INC Utilities 374.0 $51K 0.01% +150.0 +67.0% $136.81 -11.6%
273 MELI MERCADOLIBRE INC Consumer Cyclical 30.0 $51K 0.01% $1697.40 +13.3%
274 UMC UNITED MICROELECTRONICS CORP Technology 1,859.0 $51K 0.01% +37.0 +2.0% $27.21 -32.6%
275 SCHB SCHWAB STRATEGIC TR 1,717.0 $50K 0.01% -10.0 -0.6% $28.96 +2.2%
276 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 595.0 $50K 0.01% $83.48 +9.6%
277 PDFS PDF SOLUTIONS INC Technology 699.0 $49K 0.01% $70.79 -35.5%
278 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 130.0 $49K 0.01% +2.0 +1.6% $380.38 -29.9%
279 EMPIRE ST RLTY OP L P 9,848.0 $49K 0.01% $5.02
280 UAL UNITED AIRLS HLDGS INC Industrials 361.0 $49K 0.01% $135.99 -16.8%
Page 14 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%