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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 15 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FFIV F5 INC Technology 117.0 $49K 0.01% +37.0 +46.2% $415.97 -7.5%
282 CRM SALESFORCE INC Technology 310.0 $49K 0.01% -172.0 -35.7% $156.66 +33.5%
283 XYL XYLEM INC Industrials 410.0 $48K 0.01% -15.0 -3.5% $118.21 -4.1%
284 MKSI MKS INC. Technology 106.0 $47K 0.01% -2.0 -1.9% $444.80 -37.3%
285 O REALTY INCOME CORP Real Estate 756.0 $47K 0.01% +119.0 +18.7% $61.96 +1.0%
286 PWR QUANTA SVCS INC Industrials 65.0 $47K 0.01% +3.0 +4.8% $720.05 -11.2%
287 IWF ISHARES TR 376.0 $47K 0.01% +282.0 +300.0% $124.17 -1.4%
288 EA ELECTRONIC ARTS INC Communication Services 226.0 $46K 0.01% +2.0 +0.9% $205.04 +2.3%
289 WF WOORI FINL GROUP INC Financial Services 793.0 $46K 0.01% +118.0 +17.5% $57.40 +19.2%
290 CAH CARDINAL HEALTH INC Healthcare 189.0 $45K 0.01% +30.0 +18.9% $237.56 -3.4%
291 EW EDWARDS LIFESCIENCES CORP Healthcare 491.0 $44K 0.01% -8.0 -1.6% $90.46 -0.7%
292 FAST FASTENAL CO Industrials 923.0 $44K 0.01% $48.03 +6.7%
293 COHR COHERENT CORP Technology 112.0 $44K 0.01% +2.0 +1.8% $394.47 -26.6%
294 CVS CVS HEALTH CORP Healthcare 426.0 $44K 0.01% +12.0 +2.9% $103.45 -10.1%
295 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 175.0 $44K 0.01% +18.0 +11.5% $249.98 -4.1%
296 ADBE ADOBE INC Technology 213.0 $44K 0.01% -9.0 -4.0% $205.02 +34.3%
297 UNP UNION PAC CORP Industrials 160.0 $44K 0.01% +55.0 +52.4% $272.00 +13.3%
298 ALAB ASTERA LABS INC Technology 90.0 $43K 0.01% -5.0 -5.3% $483.02 -41.0%
299 VYM VANGUARD WHITEHALL FDS 274.0 $43K 0.01% $158.12 +4.3%
300 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 130.0 $43K 0.01% +2.0 +1.6% $330.46 -1.2%
Page 15 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%