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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 43 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 GL GLOBE LIFE INC Financial Services 39.0 $7K 0.00% $178.69 -3.6%
842 FR FIRST INDL RLTY TR INC Real Estate 113.0 $7K 0.00% $61.32 +3.5%
843 KNSL KINSALE CAP GROUP INC Financial Services 21.0 $7K 0.00% +2.0 +10.5% $329.86 +17.6%
844 MLM MARTIN MARIETTA MATLS INC Basic Materials 12.0 $7K 0.00% +1.0 +9.1% $576.75 -7.8%
845 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 41.0 $7K 0.00% -26.0 -38.8% $168.54 -9.0%
846 ZM ZOOM COMMUNICATIONS INC Technology 80.0 $7K 0.00% +5.0 +6.7% $86.31 +16.9%
847 AMT AMERICAN TOWER CORP Real Estate 42.0 $7K 0.00% -56.0 -57.1% $163.57 +9.2%
848 NRG NRG ENERGY INC Utilities 47.0 $7K 0.00% -28.0 -37.3% $146.06 -22.2%
849 YOU CLEAR SECURE INC Technology 123.0 $7K 0.00% $55.73 -20.5%
850 GHC GRAHAM HLDGS CO Consumer Defensive 6.0 $7K 0.00% $1141.50 +3.3%
851 RL RALPH LAUREN CORP Consumer Cyclical 17.0 $7K 0.00% -10.0 -37.0% $401.41 -9.7%
852 NSIT INSIGHT ENTERPRISES INC Technology 56.0 $7K 0.00% $121.80 +23.7%
853 SUB ISHARES TR 64.0 $7K 0.00% $106.48 -0.1%
854 VMC VULCAN MATLS CO Basic Materials 23.0 $7K 0.00% $295.04 -7.1%
855 RMBS RAMBUS INC DEL Technology 51.0 $7K 0.00% -14.0 -21.5% $132.75 -32.3%
856 ZTS ZOETIS INC Healthcare 94.0 $7K 0.00% +11.0 +13.2% $71.86 +7.6%
857 FN FABRINET Technology 12.0 $7K 0.00% +1.0 +9.1% $562.08 -23.2%
858 EPR EPR PPTYS Real Estate 115.0 $7K 0.00% $58.02 +4.0%
859 DOCU DOCUSIGN INC Technology 150.0 $7K 0.00% -36.0 -19.4% $44.42 +36.3%
860 DBX DROPBOX INC Technology 242.0 $7K 0.00% +201.0 +490.2% $27.47 +26.6%
Page 43 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%