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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 57 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 ACI ALBERTSONS COMPANIES INC Consumer Defensive 261.0 $4K 0.00% -380.0 -59.3% $13.53 -6.8%
1122 WEC WEC ENERGY GROUP INC Utilities 30.0 $4K 0.00% +17.0 +130.8% $116.80 -7.9%
1123 SUPN SUPERNUS PHARMACEUTICALS Healthcare 75.0 $3K 0.00% $46.52 -3.0%
1124 GEN GEN DIGITAL INC Technology 139.0 $3K 0.00% +19.0 +15.8% $24.89 +16.9%
1125 GDS GDS HLDGS LTD Technology 115.0 $3K 0.00% -92.0 -44.4% $30.03 +5.7%
1126 SOMNIGROUP INTERNATIONAL INC 44.0 $3K 0.00% +7.0 +18.9% $78.41
1127 ZTO ZTO EXPRESS CAYMAN INC Industrials 154.0 $3K 0.00% +38.0 +32.8% $22.38 -4.9%
1128 JOE ST JOE CO Real Estate 55.0 $3K 0.00% $62.64 +11.9%
1129 AIR AAR CORP Industrials 24.0 $3K 0.00% $142.96 -5.8%
1130 AXSM AXSOME THERAPEUTICS INC. Healthcare 14.0 $3K 0.00% $244.79 -16.1%
1131 MZTI MARZETTI COMPANY Consumer Defensive 30.0 $3K 0.00% +19.0 +172.7% $114.17 +1.4%
1132 SAIC SCIENCE APPLICATIONS INTL CO Technology 31.0 $3K 0.00% +5.0 +19.2% $110.42 +14.9%
1133 NIO NIO INC Consumer Cyclical 675.0 $3K 0.00% -425.0 -38.6% $5.06 -13.8%
1134 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 161.0 $3K -98.0 -37.8% $21.11 -18.4%
1135 APA APA CORPORATION Energy 104.0 $3K $32.58 +31.9%
1136 OR OR ROYALTIES INC. Basic Materials 107.0 $3K +16.0 +17.6% $31.64 +18.5%
1137 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 178.0 $3K $19.01 -4.1%
1138 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 30.0 $3K $112.77 +16.5%
1139 XP XP INC Financial Services 208.0 $3K +104.0 +100.0% $16.26 +5.0%
1140 LIBERTY LIVE HOLDINGS INC 32.0 $3K $105.66
Page 57 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%