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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 35 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 HCM HUTCHMED CHINA LTD Healthcare 1,015.0 $11K 0.00% NEW $10.76 +13.2%
682 GSK GSK PLC Healthcare 208.0 $11K 0.00% -121.0 -36.8% $52.42 -1.2%
683 TEAM ATLASSIAN CORPORATION Technology 140.0 $11K 0.00% +77.0 +122.2% $77.79 +120.2%
684 WBS WEBSTER FINL CORP Financial Services 142.0 $11K 0.00% -4.0 -2.7% $76.42 +1.5%
685 KHC KRAFT HEINZ CO Consumer Defensive 456.0 $11K 0.00% -112.0 -19.7% $23.62 +8.7%
686 PCG PG&E CORP Utilities 637.0 $11K 0.00% +30.0 +4.9% $16.82 +7.7%
687 CGNX COGNEX CORP Technology 146.0 $11K 0.00% $72.42 -19.2%
688 APG API GROUP CORP Industrials 249.0 $11K 0.00% -2.0 -0.8% $42.35 -3.9%
689 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 86.0 $11K 0.00% +5.0 +6.2% $122.58 +26.2%
690 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 36.0 $10K 0.00% -8.0 -18.2% $291.19 -10.9%
691 NWSA NEWS CORP NEW Communication Services 422.0 $10K 0.00% $24.83 +23.9%
692 PRU PRUDENTIAL FINL INC Financial Services 97.0 $10K 0.00% -68.0 -41.2% $107.94 +13.6%
693 J P MORGAN EXCHANGE TRADED F 174.0 $10K 0.00% -14.0 -7.5% $60.17
694 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 137.0 $10K 0.00% +13.0 +10.5% $76.40 +2.3%
695 RNR RENAISSANCERE HLDGS LTD Financial Services 33.0 $10K 0.00% +2.0 +6.5% $316.91 +3.9%
696 DVN DEVON ENERGY CORP NEW Energy 252.0 $10K 0.00% +87.0 +52.7% $41.32 +16.7%
697 KGC KINROSS GOLD CORP Basic Materials 438.0 $10K 0.00% $23.62 +39.6%
698 SNEX STONEX GROUP INC Financial Services 87.0 $10K 0.00% $118.51 -42.8%
699 ARXS ARXIS INC Industrials 223.0 $10K 0.00% NEW $46.14 +15.0%
700 TECHNIPFMC PLC 155.0 $10K 0.00% $66.30
Page 35 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%