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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 27 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 NTRA NATERA INC Healthcare 64.0 $17K 0.00% -8.0 -11.1% $271.45 +20.6%
522 SHOP SHOPIFY INC Technology 152.0 $17K 0.00% -104.0 -40.6% $114.18 +31.0%
523 IX ORIX CORP Financial Services 456.0 $17K 0.00% $38.04 +3.0%
524 NOC NORTHROP GRUMMAN CORP Industrials 34.0 $17K 0.00% -3.0 -8.1% $509.32 +7.6%
525 ACN ACCENTURE PLC IRELAND Technology 138.0 $17K 0.00% -57.0 -29.2% $124.44 +49.3%
526 EVRG EVERGY INC Utilities 198.0 $17K 0.00% $86.43 -5.8%
527 SM SM ENERGY COMPANY Energy 652.0 $17K 0.00% $26.10 +39.2%
528 VGK VANGUARD INTL EQUITY INDEX F 191.0 $17K 0.00% -192.0 -50.1% $88.54 +4.7%
529 HPQ HP INC Technology 769.0 $17K 0.00% +41.0 +5.6% $21.93 +30.8%
530 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 461.0 $17K 0.00% $36.49 +5.3%
531 MSCI MSCI INC Financial Services 30.0 $17K 0.00% $560.07 +1.9%
532 DKS DICKS SPORTING GOODS INC Consumer Cyclical 74.0 $17K 0.00% +2.0 +2.8% $226.81 -20.9%
533 BBIO BRIDGEBIO PHARMA INC Healthcare 223.0 $17K 0.00% $74.48 +9.1%
534 WTM WHITE MTNS INS GROUP LTD Financial Services 8.0 $17K 0.00% $2073.50 +2.9%
535 TEL TE CONNECTIVITY PLC Technology 82.0 $17K 0.00% -14.0 -14.6% $201.62 +0.1%
536 OHI OMEGA HEALTHCARE INVS INC Real Estate 346.0 $16K 0.00% $47.68 -2.1%
537 NTES NETEASE COM INC Technology 128.0 $16K 0.00% +57.0 +80.3% $128.14 -3.8%
538 DOV DOVER CORP Industrials 73.0 $16K 0.00% +2.0 +2.8% $224.29 -9.2%
539 BTI BRITISH AMERN TOB PLC Consumer Defensive 265.0 $16K 0.00% $61.76 -8.5%
540 MTG MGIC INVT CORP WIS Financial Services 580.0 $16K 0.00% $28.20 +10.5%
Page 27 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%