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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 5 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 A AGILENT TECHNOLOGIES INC Healthcare 4,065.0 $540K 0.08% -54.0 -1.3% $132.83 +19.6%
82 LLY ELI LILLY & CO Healthcare 450.0 $540K 0.08% +37.0 +9.0% $1199.43 +4.6%
83 VBR VANGUARD INDEX FDS 2,169.0 $527K 0.08% +14.0 +0.7% $242.99 +2.5%
84 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 539.0 $504K 0.07% +72.0 +15.4% $935.47 +1.3%
85 VANGUARD NY TAX FREE FDS 4,783.0 $497K 0.07% +38.0 +0.8% $104.00
86 CARR CARRIER GLOBAL CORPORATION Industrials 6,750.0 $495K 0.07% $73.35 -17.7%
87 MUB ISHARES TR 4,592.0 $494K 0.07% -168.0 -3.5% $107.63 -2.1%
88 V VISA INC Financial Services 1,398.0 $480K 0.07% +259.0 +22.7% $343.09 +8.1%
89 TSLA TESLA INC Consumer Cyclical 1,135.0 $477K 0.07% $420.60 -13.7%
90 VTI VANGUARD INDEX FDS 1,288.0 $477K 0.07% -8.0 -0.6% $369.99 +2.2%
91 META META PLATFORMS INC Communication Services 846.0 $477K 0.07% -36.0 -4.1% $563.29 -2.4%
92 KO COCA COLA CO Consumer Defensive 5,794.0 $471K 0.07% -117.0 -2.0% $81.27 +12.1%
93 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,746.0 $456K 0.07% -10.0 -0.6% $261.37 +30.8%
94 CALI BLACKROCK ETF TRUST II 8,756.0 $443K 0.07% +55.0 +0.6% $50.54 -0.3%
95 CAT CATERPILLAR INC Industrials 415.0 $442K 0.07% +4.0 +1.0% $1064.90 -22.3%
96 AMAT APPLIED MATLS INC Technology 581.0 $420K 0.06% $723.00 -31.9%
97 VYMI VANGUARD WHITEHALL FDS 4,262.0 $418K 0.06% +52.0 +1.2% $98.19 +7.2%
98 INTC INTEL CORP Technology 2,895.0 $404K 0.06% +119.0 +4.3% $139.63 -35.5%
99 SPMO INVESCO EXCH TRADED FD TR II 2,350.0 $380K 0.06% $161.55 -7.9%
100 JNJ JOHNSON & JOHNSON Healthcare 1,468.0 $373K 0.06% -39.0 -2.6% $253.97 +6.4%
Page 5 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%