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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 47 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 PINS PINTEREST INC Communication Services 275.0 $6K 0.00% -25.0 -8.3% $21.03 +10.9%
922 SCZ ISHARES TR 70.0 $6K 0.00% $82.27 +6.0%
923 CMS CMS ENERGY CORP Utilities 75.0 $6K 0.00% -8.0 -9.6% $76.51 -9.7%
924 RELX RELX PLC Communication Services 181.0 $6K 0.00% -129.0 -41.6% $31.67 +11.8%
925 SYNA SYNAPTICS INC Technology 46.0 $6K 0.00% $124.24 -22.6%
926 ALKS ALKERMES PLC Healthcare 109.0 $6K 0.00% $52.40 -6.6%
927 MILLROSE PPTYS INC 190.0 $6K 0.00% -28.0 -12.8% $30.05
928 CCJ CAMECO CORP Energy 56.0 $6K 0.00% $101.88 +5.3%
929 OTEX OPEN TEXT CORP Technology 256.0 $6K 0.00% +24.0 +10.3% $22.15 +7.8%
930 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 147.0 $6K 0.00% +13.0 +9.7% $38.50 +2.6%
931 ASCENDIS PHARMA A/S 21.0 $6K 0.00% NEW $266.76
932 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 93.0 $6K 0.00% +7.0 +8.1% $60.23 +24.9%
933 BIDU BAIDU INC Communication Services 49.0 $6K 0.00% +19.0 +63.3% $114.31 -18.7%
934 VENTURE GLOBAL INC 503.0 $6K 0.00% -85.0 -14.5% $11.13
935 KBH KB HOME Consumer Cyclical 89.0 $6K 0.00% +1.0 +1.1% $62.60 -9.5%
936 SLF SUN LIFE FINANCIAL INC. Financial Services 71.0 $6K 0.00% -99.0 -58.2% $78.42 +1.1%
937 IAC PEOPLE INC Technology 120.0 $6K 0.00% $46.17 -0.0%
938 PAYC PAYCOM SOFTWARE INC Technology 44.0 $6K 0.00% -9.0 -17.0% $125.68 +84.2%
939 LEN LENNAR CORP Consumer Cyclical 61.0 $6K 0.00% -7.0 -10.3% $90.49 -2.8%
940 NOVT NOVANTA INC Technology 34.0 $6K 0.00% $162.26 -11.3%
Page 47 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%