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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 29 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 130.0 $15K 0.00% $118.53 -24.3%
562 BRO BROWN & BROWN INC Financial Services 240.0 $15K 0.00% +155.0 +182.3% $64.15 +16.3%
563 LYV LIVE NATION ENTERTAINMENT IN Communication Services 84.0 $15K 0.00% +3.0 +3.7% $183.12 +0.8%
564 MOD MODINE MFG CO Consumer Cyclical 57.0 $15K 0.00% $267.04 -29.5%
565 COOPER COS INC 212.0 $15K 0.00% -568.0 -72.8% $71.71
566 MLI MUELLER INDS INC Industrials 123.0 $15K 0.00% $122.94 -48.4%
567 APPF APPFOLIO INC Technology 94.0 $15K 0.00% -14.0 -13.0% $160.35 +40.4%
568 AYI ACUITY INC Industrials 40.0 $15K 0.00% $376.68 -10.6%
569 KMB KIMBERLY-CLARK CORP Consumer Defensive 137.0 $15K 0.00% +65.0 +90.3% $109.77 +1.5%
570 BOTZ GLOBAL X FDS 396.0 $15K 0.00% $37.94 -7.1%
571 GRUPO CIBEST SA 189.0 $15K 0.00% +9.0 +5.0% $79.43
572 CPRT COPART INC Industrials 532.0 $15K 0.00% +11.0 +2.1% $28.19 +18.0%
573 CRUS CIRRUS LOGIC INC Technology 100.0 $15K 0.00% -6.0 -5.7% $148.53 -24.8%
574 BEKE KE HLDGS INC Real Estate 1,020.0 $15K 0.00% +769.0 +306.4% $14.53 +21.9%
575 XPO XPO INC Industrials 72.0 $15K 0.00% $205.29 -6.5%
576 PKG PACKAGING CORP AMER Consumer Cyclical 62.0 $15K 0.00% +52.0 +520.0% $238.29 +4.4%
577 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 49.0 $15K 0.00% -4.0 -7.5% $301.04 -21.6%
578 XBI SPDR SERIES TRUST 93.0 $15K 0.00% $158.29 +3.7%
579 HUBB HUBBELL INC Industrials 28.0 $15K 0.00% +1.0 +3.7% $523.21 -10.8%
580 RDY DR REDDYS LABS LTD Healthcare 1,005.0 $15K 0.00% -719.0 -41.7% $14.49 -15.7%
Page 29 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%