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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 22 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ARW ARROW ELECTRS INC Technology 114.0 $24K 0.00% -3.0 -2.6% $213.41 -1.2%
422 BMY BRISTOL-MYERS SQUIBB CO Healthcare 420.0 $24K 0.00% -122.0 -22.5% $57.62 +16.3%
423 WCN WASTE CONNECTIONS INC Industrials 144.0 $24K 0.00% -18.0 -11.1% $166.69 +1.6%
424 NVMI NOVA LTD Technology 44.0 $24K 0.00% $542.95 -30.6%
425 DDOG DATADOG INC Technology 91.0 $24K 0.00% -36.0 -28.4% $260.36 -9.5%
426 AMG AFFILIATED MANAGERS GROUP Financial Services 70.0 $24K 0.00% $338.40 +5.3%
427 RDN RADIAN GROUP INC Financial Services 628.0 $24K 0.00% +500.0 +390.6% $37.67 -2.9%
428 MFG MIZUHO FINANCIAL GROUP INC Financial Services 2,463.0 $24K 0.00% +89.0 +3.8% $9.58 +7.3%
429 HAS HASBRO INC Consumer Cyclical 285.0 $24K 0.00% +100.0 +54.0% $82.59 +13.3%
430 JXN JACKSON FINANCIAL INC Financial Services 229.0 $23K 0.00% $102.39 +26.8%
431 EXC EXELON CORP Utilities 501.0 $23K 0.00% -39.0 -7.2% $46.62 -6.1%
432 ANGLOGOLD ASHANTI PLC 287.0 $23K 0.00% -28.0 -8.9% $80.89
433 ENTG ENTEGRIS INC Technology 129.0 $23K 0.00% +6.0 +4.9% $179.86 -20.1%
434 IDXX IDEXX LABS INC Healthcare 44.0 $23K 0.00% -15.0 -25.4% $526.45 +5.8%
435 GLNG GOLAR LNG LTD Energy 464.0 $23K 0.00% -17.0 -3.5% $49.84 +4.3%
436 CPB THE CAMPBELLS COMPANY Consumer Defensive 1,034.0 $23K 0.00% +368.0 +55.3% $22.27 +7.5%
437 NVO NOVO-NORDISK A S Healthcare 478.0 $23K 0.00% +214.0 +81.1% $47.94 -2.5%
438 FORM FORMFACTOR INC Technology 142.0 $23K 0.00% $159.94 -28.6%
439 INFY INFOSYS LTD Technology 2,129.0 $22K 0.00% +421.0 +24.6% $10.49 +13.8%
440 HUM HUMANA INC Healthcare 56.0 $22K 0.00% +3.0 +5.7% $397.23 -4.6%
Page 22 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%