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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 19 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MTZ MASTEC INC Industrials 77.0 $32K 0.01% +1.0 +1.3% $416.06 -36.0%
362 MSI MOTOROLA SOLUTIONS INC Technology 77.0 $32K 0.01% -34.0 -30.6% $415.30 +15.7%
363 RY ROYAL BK CDA Financial Services 154.0 $32K 0.01% $206.97 -0.8%
364 MAS MASCO CORP Industrials 391.0 $32K 0.01% $81.37 -9.9%
365 TWLO TWILIO INC Communication Services 154.0 $32K 0.01% $206.33 +9.2%
366 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 934.0 $32K 0.01% +76.0 +8.9% $34.00 +8.5%
367 DEO DIAGEO PLC Consumer Defensive 395.0 $32K 0.01% +16.0 +4.2% $80.38 +17.7%
368 SIMO SILICON MOTION TECHNOLOGY CO Technology 95.0 $32K 0.01% +2.0 +2.1% $333.34 -22.5%
369 JHG JANUS HENDERSON GROUP PLC Financial Services 606.0 $31K 0.01% -11.0 -1.8% $51.95 -0.0%
370 IWD ISHARES TR 129.0 $31K 0.01% $242.43 +6.1%
371 EIX EDISON INTL Utilities 420.0 $31K 0.01% +7.0 +1.7% $74.45 -3.8%
372 DLR DIGITAL RLTY TR INC Real Estate 174.0 $31K 0.01% +3.0 +1.8% $179.58 +6.1%
373 MRSH MARSH & MCLENNAN COS INC Financial Services 187.0 $31K 0.01% +38.0 +25.5% $166.67 +15.2%
374 SGOV ISHARES TR 305.0 $31K 0.01% -15.0 -4.7% $100.78 -0.1%
375 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 1,543.0 $31K 0.01% +45.0 +3.0% $19.89 +10.8%
376 AZN ASTRAZENECA PLC Healthcare 160.0 $30K 0.00% -40.0 -20.0% $189.62 -12.5%
377 KMI KINDER MORGAN INC DEL Energy 946.0 $30K 0.00% +500.0 +112.1% $31.97 -3.1%
378 BX BLACKSTONE INC Financial Services 257.0 $30K 0.00% $117.67 +21.8%
379 HONEYWELL INTL INC 135.0 $30K 0.00% NEW $223.90
380 TD TORONTO DOMINION BK ONT Financial Services 245.0 $30K 0.00% $121.43 -3.5%
Page 19 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%