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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 16 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SKM SK TELECOM CO LTD Communication Services 1,329.0 $43K 0.01% +39.0 +3.0% $32.16 +25.3%
302 ROST ROSS STORES INC Consumer Cyclical 200.0 $43K 0.01% +2.0 +1.0% $212.85 +12.3%
303 HWM HOWMET AEROSPACE INC Industrials 158.0 $42K 0.01% $268.86 +1.0%
304 DASH DOORDASH INC Communication Services 230.0 $42K 0.01% $184.53 +21.1%
305 KTB KONTOOR BRANDS INC Consumer Cyclical 509.0 $42K 0.01% +500.0 +5555.6% $83.34 -1.6%
306 CHIPMOS TECHNOLOGIES INC 653.0 $42K 0.01% $64.25
307 EVR EVERCORE INC Financial Services 122.0 $42K 0.01% $341.44 -14.5%
308 CHRW C H ROBINSON WORLDWIDE IN Industrials 221.0 $42K 0.01% -10.0 -4.3% $188.34 -24.8%
309 AXON AXON ENTERPRISE INC Industrials 74.0 $41K 0.01% -2.0 -2.6% $560.62 +12.0%
310 MET METLIFE INC Financial Services 489.0 $41K 0.01% +180.0 +58.2% $84.61 +11.5%
311 CTVA CORTEVA INC Basic Materials 485.0 $41K 0.01% +6.0 +1.2% $84.69 -3.4%
312 HDB HDFC BANK LTD Financial Services 1,587.0 $41K 0.01% +201.0 +14.5% $25.83 -8.6%
313 CI THE CIGNA GROUP Healthcare 148.0 $41K 0.01% -5.0 -3.3% $275.68 +0.7%
314 USB US BANCORP Financial Services 675.0 $41K 0.01% +259.0 +62.3% $60.40 +2.7%
315 NVS NOVARTIS AG Healthcare 259.0 $41K 0.01% -4.0 -1.5% $156.72 +1.4%
316 PSMT PRICESMART INC Consumer Defensive 207.0 $40K 0.01% -3.0 -1.4% $195.34 -11.5%
317 LOW LOWES COS INC Consumer Cyclical 181.0 $40K 0.01% -21.0 -10.4% $220.49 -2.0%
318 URI UNITED RENTALS INC Industrials 35.0 $40K 0.01% +1.0 +2.9% $1132.91 -3.0%
319 DUK DUKE ENERGY CORP NEW Utilities 313.0 $40K 0.01% +98.0 +45.6% $126.58 -5.3%
320 MCK MCKESSON CORP Healthcare 52.0 $39K 0.01% -10.0 -16.1% $755.62 +13.7%
Page 16 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%