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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 18 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NVT NVENT ELEC PLC Industrials 207.0 $35K 0.01% +6.0 +3.0% $169.61 -10.4%
342 KVUE KENVUE INC Consumer Defensive 1,834.0 $35K 0.01% +959.0 +109.6% $19.11 -0.3%
343 WM WASTE MGMT INC DEL Industrials 157.0 $35K 0.01% +41.0 +35.3% $222.89 +0.5%
344 ACGL ARCH CAP GROUP LTD Financial Services 358.0 $35K 0.01% -100.0 -21.8% $97.06 +2.4%
345 DAL DELTA AIR LINES INC Industrials 370.0 $35K 0.01% +24.0 +6.9% $93.66 -12.0%
346 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 118.0 $35K 0.01% +68.0 +136.0% $293.19 +4.1%
347 INGR INGREDION INC Consumer Defensive 364.0 $34K 0.01% +196.0 +116.7% $94.71 +12.8%
348 FDX FEDEX CORP Industrials 110.0 $34K 0.01% $313.14 +3.8%
349 DHR DANAHER CORP DEL Healthcare 178.0 $34K 0.01% +1.0 +0.6% $190.48 +14.9%
350 VLO VALERO ENERGY CORP Energy 129.0 $34K 0.01% +3.0 +2.4% $260.44 +33.9%
351 SPHQ INVESCO EXCHANGE TRADED FD T 369.0 $33K 0.01% $90.07 -4.6%
352 XLU SELECT SECTOR SPDR TR 732.0 $33K 0.01% NEW $45.34 -5.7%
353 EMXC ISHARES INC 322.0 $33K 0.01% -562.0 -63.6% $102.34 -4.4%
354 BCS BARCLAYS PLC Financial Services 1,226.0 $33K 0.01% +334.0 +37.4% $26.86 -0.1%
355 CRH PLC 307.0 $33K 0.01% +3.0 +1.0% $107.00
356 CASY CASEYS GEN STORES INC Consumer Cyclical 41.0 $33K 0.01% +1.0 +2.5% $794.80 +5.2%
357 LHX L3HARRIS TECHNOLOGIES INC Industrials 112.0 $33K 0.01% +34.0 +43.6% $290.60 -8.2%
358 CL COLGATE PALMOLIVE CO Consumer Defensive 350.0 $32K 0.01% -30.0 -7.9% $91.68 -0.7%
359 DHI D R HORTON INC Consumer Cyclical 197.0 $32K 0.01% +3.0 +1.6% $162.88 -8.9%
360 FCX FREEPORT MCMORAN INC Basic Materials 510.0 $32K 0.01% -6.0 -1.2% $62.89 +21.9%
Page 18 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%