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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 17 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 GD GENERAL DYNAMICS CORP Industrials 110.0 $39K 0.01% -20.0 -15.4% $354.25 +8.5%
322 DTM DT MIDSTREAM INC Energy 265.0 $39K 0.01% $146.74 -13.6%
323 CLX CLOROX CO DEL Consumer Defensive 406.0 $39K 0.01% -82.0 -16.8% $95.44 +11.8%
324 HSBC HSBC HLDGS PLC Financial Services 405.0 $39K 0.01% $95.09 +9.5%
325 CAG CONAGRA BRANDS INC Consumer Defensive 2,831.0 $38K 0.01% +1K +68.0% $13.46 +22.2%
326 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 140.0 $38K 0.01% -3.0 -2.1% $271.95 -15.2%
327 BSX BOSTON SCIENTIFIC CORP Healthcare 885.0 $38K 0.01% +139.0 +18.6% $42.68 +18.0%
328 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 348.0 $38K 0.01% $107.78 +2.8%
329 RF REGIONS FINANCIAL CORP NEW Financial Services 1,239.0 $37K 0.01% -47.0 -3.6% $30.20 +0.7%
330 PXF INVESCO EXCH TRADED FD TR II 494.0 $37K 0.01% $75.66 +5.4%
331 NEM NEWMONT CORP Basic Materials 397.0 $37K 0.01% $93.40 +40.9%
332 NTB BANK OF N T BUTTERFIELD & SO Financial Services 615.0 $37K 0.01% $59.50 -1.5%
333 PNW PINNACLE WEST CAP CORP Utilities 338.0 $36K 0.01% +200.0 +144.9% $107.00 -9.0%
334 LW LAMB WESTON HLDGS INC Consumer Defensive 837.0 $36K 0.01% +12.0 +1.4% $43.18 +24.3%
335 IYW ISHARES TR 143.0 $36K 0.01% $252.23 -2.0%
336 SO SOUTHERN CO Utilities 374.0 $36K 0.01% +121.0 +47.8% $95.71 -7.1%
337 CM CANADIAN IMPERIAL BANK OF CO Financial Services 311.0 $36K 0.01% $115.00 +1.3%
338 LIBERTY MEDIA CORP DEL 375.0 $36K 0.01% +82.0 +28.0% $95.14
339 JBL JABIL INC Technology 92.0 $35K 0.01% $385.49 -18.7%
340 PH PARKER-HANNIFIN CORP Industrials 36.0 $35K 0.01% -8.0 -18.2% $978.14 +2.4%
Page 17 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%