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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 45 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 NOMD NOMAD FOODS LTD Consumer Defensive 585.0 $6K 0.00% $10.95 +8.6%
882 BMI BADGER METER INC Technology 43.0 $6K 0.00% -11.0 -20.4% $148.40 -8.1%
883 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 33.0 $6K 0.00% +3.0 +10.0% $193.24 +5.2%
884 PIPR PIPER SANDLER COMPANIES Financial Services 88.0 $6K 0.00% $72.34 +3.3%
885 CUBE CUBESMART Real Estate 160.0 $6K 0.00% $39.77 +2.1%
886 AEM AGNICO EAGLE MINES LTD Basic Materials 41.0 $6K 0.00% -19.0 -31.7% $155.15 +44.5%
887 VALE VALE S A Basic Materials 422.0 $6K 0.00% $15.04 +1.9%
888 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 66.0 $6K 0.00% -50.0 -43.1% $95.98 +24.4%
889 KN KNOWLES CORP Technology 152.0 $6K 0.00% $41.48 -18.9%
890 SJM SMUCKER J M CO Consumer Defensive 56.0 $6K 0.00% +5.0 +9.8% $112.50 +11.5%
891 IMO IMPERIAL OIL LTD Energy 56.0 $6K 0.00% $112.04 +17.4%
892 AES AES CORP Utilities 427.0 $6K 0.00% +35.0 +8.9% $14.66 +0.5%
893 WSO WATSCO INC Industrials 15.0 $6K 0.00% $416.73 -27.5%
894 NOK NOKIA CORP Technology 470.0 $6K 0.00% $13.28 -22.1%
895 AIZ ASSURANT INC Financial Services 23.0 $6K 0.00% +6.0 +35.3% $268.57 +6.2%
896 NYT NEW YORK TIMES CO MTN BE Communication Services 88.0 $6K 0.00% -6.0 -6.4% $69.99 -2.0%
897 IPAR INTERPARFUMS INC Consumer Defensive 55.0 $6K 0.00% $111.87 +4.2%
898 GFI GOLD FIELDS LTD Basic Materials 183.0 $6K 0.00% +5.0 +2.8% $33.59 +45.5%
899 OSIS OSI SYSTEMS INC Technology 28.0 $6K 0.00% -3.0 -9.7% $218.71 -6.7%
900 VICR VICOR CORP Technology 16.0 $6K 0.00% -2.0 -11.1% $379.81 -48.8%
Page 45 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%