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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 62 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 GRAB GRAB HOLDINGS LIMITED Technology 738.0 $3K -1K -58.7% $3.77 -6.7%
1222 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 37.0 $3K +6.0 +19.4% $74.81 +2.1%
1223 EVER EVERQUOTE INC Communication Services 116.0 $3K NEW $23.79 +11.9%
1224 IP INTERNATIONAL PAPER CO Consumer Cyclical 72.0 $3K +14.0 +24.1% $38.11 +7.7%
1225 FLR FLUOR CORP Industrials 52.0 $3K $52.40 -2.1%
1226 BXP BXP INC Real Estate 41.0 $3K +10.0 +32.3% $66.32 +5.5%
1227 EFX EQUIFAX INC Industrials 17.0 $3K -6.0 -26.1% $158.76 +22.6%
1228 IDV ISHARES TR 65.0 $3K $41.43 +8.7%
1229 BKH BLACK HILLS CORP Utilities 36.0 $3K $74.42 -3.2%
1230 UI UBIQUITI INC Technology 5.0 $3K $534.20 +3.5%
1231 FDLO FIDELITY COVINGTON TRUST 39.0 $3K $68.36 +6.9%
1232 MWA MUELLER WTR PRODS INC Industrials 103.0 $3K $25.84 -2.7%
1233 VFC V F CORP Consumer Cyclical 158.0 $3K +30.0 +23.4% $16.68 -14.2%
1234 NOV NOV INC Energy 142.0 $3K $18.56 +6.5%
1235 CVSA COVISTA INC Consumer Cyclical 21.0 $3K -4.0 -16.0% $124.67 +6.5%
1236 NWS NEWS CORP NEW 93.0 $3K $28.06
1237 HIMX HIMAX TECHNOLOGIES INC Technology 170.0 $3K $15.34 -12.4%
1238 EL LAUDER ESTEE COS INC Consumer Defensive 33.0 $3K +6.0 +22.2% $78.97 +31.9%
1239 CNH INDL N V 232.0 $3K +17.0 +7.9% $11.23
1240 FFBC 1ST FINL BANCORP Financial Services 77.0 $3K $33.83 -2.6%
Page 62 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%