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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 38 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 384.0 $9K 0.00% $23.58 +6.3%
742 CDW CDW CORP Technology 64.0 $9K 0.00% -1.0 -1.5% $140.64 -3.3%
743 ZION ZIONS BANCORPORATION NATL AS Financial Services 130.0 $9K 0.00% +8.0 +6.6% $69.19 -2.1%
744 MTH MERITAGE HOMES CORP Consumer Cyclical 107.0 $9K 0.00% +15.0 +16.3% $83.85 -13.7%
745 EVEREST GROUP LTD 25.0 $9K 0.00% $357.24
746 PSA PUBLIC STORAGE Real Estate 28.0 $9K 0.00% -10.0 -26.3% $318.32 +0.9%
747 SLM SLM CORP Financial Services 343.0 $9K 0.00% +23.0 +7.2% $25.94 +0.9%
748 MORN MORNINGSTAR INC Financial Services 57.0 $9K 0.00% -8.0 -12.3% $156.04 +38.1%
749 LPL LG DISPLAY CO LTD Technology 2,277.0 $9K 0.00% -282.0 -11.0% $3.89 -13.6%
750 GH GUARDANT HEALTH INC Healthcare 59.0 $9K 0.00% +4.0 +7.3% $150.03 +10.9%
751 ORA ORMAT TECHNOLOGIES INC Utilities 81.0 $9K 0.00% +4.0 +5.2% $108.90 -2.7%
752 ORI OLD REP INTL CORP Financial Services 215.0 $9K 0.00% $40.92 +1.6%
753 AGIO AGIOS PHARMACEUTICALS INC Healthcare 237.0 $9K 0.00% $37.11 -9.7%
754 AEGON LTD 1,042.0 $9K 0.00% $8.44
755 CPNG COUPANG INC Consumer Cyclical 505.0 $9K 0.00% -166.0 -24.7% $17.37 -5.8%
756 SSNC SS&C TECH HLDGS Technology 141.0 $9K 0.00% +49.0 +53.3% $62.06 +33.9%
757 PNR PENTAIR PLC Industrials 114.0 $9K 0.00% $76.67 -17.6%
758 DFIS DIMENSIONAL ETF TRUST 249.0 $9K 0.00% -249.0 -50.0% $35.03 +7.5%
759 EXPE EXPEDIA GROUP INC Consumer Cyclical 34.0 $9K 0.00% -3.0 -8.1% $255.88 +32.4%
760 NWE NORTHWESTERN ENERGY GROUP IN Utilities 121.0 $9K 0.00% $71.63 -2.6%
Page 38 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%