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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 53 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 IQ IQIYI INC Communication Services 4,135.0 $4K 0.00% +4K +1528.0% $1.04 -1.0%
1042 BC BRUNSWICK CORP Consumer Cyclical 51.0 $4K 0.00% +6.0 +13.3% $84.25 -5.2%
1043 ARMOUR RESIDENTIAL REIT INC 245.0 $4K 0.00% +183.0 +295.2% $17.45
1044 IMCR IMMUNOCORE HLDGS PLC Healthcare 134.0 $4K 0.00% NEW $31.75 +16.8%
1045 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 60.0 $4K 0.00% -42.0 -41.2% $70.88 +4.0%
1046 SBS COMPANHIA DE SANEAMENTO BASI Utilities 735.0 $4K 0.00% +588.0 +400.0% $5.78 -18.3%
1047 HQY HEALTHEQUITY INC Healthcare 47.0 $4K 0.00% -6.0 -11.3% $90.34 +15.8%
1048 MOS MOSAIC CO Basic Materials 200.0 $4K 0.00% +78.0 +63.9% $21.19 +14.4%
1049 FE FIRSTENERGY CORP Utilities 89.0 $4K 0.00% +11.0 +14.1% $47.55 -1.8%
1050 KKR KKR & CO INC 46.0 $4K 0.00% $91.78
1051 WK WORKIVA INC Technology 87.0 $4K 0.00% +20.0 +29.9% $48.52 +52.5%
1052 TKC TURKCELL ILETISIM Communication Services 717.0 $4K 0.00% $5.88 -8.0%
1053 STZ CONSTELLATION BRANDS INC Consumer Defensive 30.0 $4K 0.00% -2.0 -6.2% $139.10 -3.4%
1054 AVB AVALONBAY CMNTYS INC Real Estate 22.0 $4K 0.00% -3.0 -12.0% $188.73 -2.5%
1055 ESAB ESAB CORPORATION Industrials 42.0 $4K 0.00% $98.64 -19.3%
1056 SBRA SABRA HEALTH CARE REIT INC Real Estate 212.0 $4K 0.00% -4.0 -1.9% $19.51 +6.1%
1057 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 36.0 $4K 0.00% -8.0 -18.2% $114.42 -16.2%
1058 AMCOR PLC 95.0 $4K 0.00% +38.0 +66.7% $43.36
1059 TS TENARIS S A Energy 74.0 $4K 0.00% $55.50 -1.7%
1060 COLB COLUMBIA BKG SYS INC Financial Services 128.0 $4K 0.00% +16.0 +14.3% $32.05 -4.9%
Page 53 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%