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Portfolio (Quarterly) Guide ↗

Bell Investment Advisors, Inc

· CIK 0001890149
13F Portfolio $639M AUM 1,860 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 172 New 494 Added 522 Reduced
Page 61 of 93  ·  1,860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 CXDO CREXENDO INC Communication Services 447.0 $3K NEW $6.17 +4.4%
1202 PRI PRIMERICA INC Financial Services 11.0 $3K +2.0 +22.2% $250.55 +16.4%
1203 HOG HARLEY DAVIDSON INC Consumer Cyclical 136.0 $3K -28.0 -17.1% $20.22 +37.6%
1204 AVAV AEROVIRONMENT INC Industrials 15.0 $3K $183.07 -17.1%
1205 OLN OLIN CORP Basic Materials 92.0 $3K $29.74 -42.1%
1206 SPT SPROUT SOCIAL INC Technology 480.0 $3K NEW $5.70 +93.2%
1207 SOMNIGROUP INTERNATIONAL INC 37.0 $3K $73.95
1208 CVLT COMMVAULT SYS INC Technology 35.0 $3K -51.0 -59.3% $77.91 +80.9%
1209 CW CURTISS WRIGHT CORP Industrials 4.0 $3K $681.25 -10.7%
1210 GTLS CHART INDS INC Industrials 13.0 $3K -2.0 -13.3% $206.77 +1.5%
1211 HTH HILLTOP HLDGS INC Financial Services 75.0 $3K $35.83 +7.3%
1212 CNC CENTENE CORP DEL Healthcare 82.0 $3K -302.0 -78.7% $32.74 +101.2%
1213 HRL HORMEL FOODS CORP Consumer Defensive 118.0 $3K -8.0 -6.3% $22.65 -5.6%
1214 NOV NOV INC Energy 142.0 $3K $18.82 +9.2%
1215 KRC KILROY REALTY CORP Real Estate 94.0 $3K +8.0 +9.3% $28.21 +30.7%
1216 NWS NEWS CORP NEW 93.0 $3K -125.0 -57.3% $28.52
1217 ZG ZILLOW GROUP INC 64.0 $3K $41.39
1218 ALC ALCON AG Healthcare 35.0 $3K -25.0 -41.7% $75.37 -4.0%
1219 BOOT BOOT BARN HLDGS INC Consumer Cyclical 18.0 $3K $146.39 +6.1%
1220 TFX TELEFLEX INCORPORATED Healthcare 22.0 $3K -5.0 -18.5% $119.64 +15.1%
Page 61 of 93  ·  1,860 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 34.3%
Financial Services 14.8%
Industrials 10.5%
Healthcare 8.1%
Consumer Defensive 7.8%
Communication Services 7.2%
Consumer Cyclical 6.7%
Energy 6.4%
Utilities 1.6%
Basic Materials 1.4%