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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 34 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 WAT WATERS CORP Healthcare 31.0 $12K 0.00% -1.0 -3.1% $375.06 +9.5%
662 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 475.0 $12K 0.00% $24.44 -5.8%
663 ES EVERSOURCE ENERGY Utilities 160.0 $12K 0.00% $72.28 -1.4%
664 ATO ATMOS ENERGY CORP Utilities 67.0 $12K 0.00% +6.0 +9.8% $172.28 -2.6%
665 TECK TECK RESOURCES LTD Basic Materials 194.0 $12K 0.00% +8.0 +4.3% $59.46 +18.1%
666 HRB BLOCK H & R INC Consumer Cyclical 302.0 $12K 0.00% +70.0 +30.2% $38.08 +41.0%
667 LSCC LATTICE SEMICONDUCTOR CORP Technology 75.0 $11K 0.00% +6.0 +8.7% $152.96 -25.4%
668 CDE COEUR MNG INC Basic Materials 698.0 $11K 0.00% +30.0 +4.5% $16.32 +27.9%
669 SAN BANCO SANTANDER SA Financial Services 821.0 $11K 0.00% -344.0 -29.5% $13.80 +6.7%
670 OKTA OKTA INC Technology 82.0 $11K 0.00% -81.0 -49.7% $136.45 -4.0%
671 TLN TALEN ENERGY CORP Utilities 29.0 $11K 0.00% +1.0 +3.6% $384.28 -20.5%
672 HUBS HUBSPOT INC Technology 61.0 $11K 0.00% +26.0 +74.3% $182.52 +33.8%
673 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 137.0 $11K 0.00% +55.0 +67.1% $81.16 -9.4%
674 CRS CARPENTER TECHNOLOGY CORP Industrials 18.0 $11K 0.00% $616.89 -22.7%
675 NEU NEWMARKET CORP Basic Materials 14.0 $11K 0.00% -2.0 -12.5% $791.29 +18.4%
676 SU SUNCOR ENERGY INC NEW Energy 206.0 $11K 0.00% $53.68 +25.5%
677 NMIH NMI HLDGS INC Financial Services 269.0 $11K 0.00% -16.0 -5.6% $41.09 +10.7%
678 EQNR EQUINOR ASA Energy 350.0 $11K 0.00% $31.40 +34.9%
679 BWA BORGWARNER INC Consumer Cyclical 165.0 $11K 0.00% +9.0 +5.8% $66.40 -3.1%
680 EGP EASTGROUP PPTYS INC Real Estate 54.0 $11K 0.00% +2.0 +3.9% $202.54 -0.1%
Page 34 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%