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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 28 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 DOCN DIGITALOCEAN HLDGS INC Technology 104.0 $16K 0.00% $157.04 -28.5%
542 IEFA ISHARES TR 168.0 $16K 0.00% $96.58 +4.3%
543 NTRS NORTHERN TR CORP Financial Services 93.0 $16K 0.00% +3.0 +3.3% $173.85 +7.8%
544 EOG EOG RES INC Energy 124.0 $16K 0.00% +4.0 +3.3% $129.73 +15.4%
545 WMB WILLIAMS COS INC Energy 216.0 $16K 0.00% -44.0 -16.9% $74.34 -4.3%
546 PODD INSULET CORP Healthcare 105.0 $16K 0.00% +64.0 +156.1% $152.26 -4.1%
547 TDG TRANSDIGM GROUP INC Industrials 12.0 $16K 0.00% -4.0 -25.0% $1332.08 -10.1%
548 CUSHMAN AND WAKEFIELD LTD 1,193.0 $16K 0.00% -804.0 -40.3% $13.39
549 FITB FIFTH THIRD BANCORP Financial Services 282.0 $16K 0.00% +9.0 +3.3% $56.37 -2.4%
550 SONY SONY GROUP CORP Technology 791.0 $16K 0.00% -541.0 -40.6% $20.06 +20.8%
551 AFRM AFFIRM HLDGS INC Technology 194.0 $16K 0.00% -12.0 -5.8% $81.55 -5.9%
552 CTAS CINTAS CORP Industrials 93.0 $16K 0.00% +26.0 +38.8% $170.09 +21.5%
553 VLTO VERALTO CORP Industrials 178.0 $16K 0.00% +62.0 +53.5% $88.69 +11.8%
554 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 528.0 $16K 0.00% +16.0 +3.1% $29.85 +3.5%
555 CHD CHURCH & DWIGHT CO INC Consumer Defensive 162.0 $16K 0.00% -2.0 -1.2% $96.88 +5.1%
556 APOS APOLLO GLOBAL MGMT INC 132.0 $16K 0.00% +5.0 +3.9% $118.31
557 GIB CGI INC Technology 240.0 $15K 0.00% +138.0 +135.3% $64.57 +15.8%
558 BNS BANK NOVA SCOTIA B C Financial Services 178.0 $15K 0.00% $86.84 -0.0%
559 VTR VENTAS INC Real Estate 174.0 $15K 0.00% $88.80 +5.0%
560 FTAI AVIATION LTD 57.0 $15K 0.00% +2.0 +3.6% $270.54
Page 28 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%