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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 64 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 PHG KONINKLIJKE PHILIPS N V Healthcare 92.0 $3K -212.0 -69.7% $27.20 +1.2%
1262 IEX IDEX CORP Industrials 11.0 $2K $227.00 +2.9%
1263 CX CEMEX SA EURO MTN BE 144A Basic Materials 208.0 $2K $12.00 -8.1%
1264 BALL BALL CORP Consumer Cyclical 40.0 $2K -1.0 -2.4% $62.40 +3.2%
1265 ARI APOLLO COML REAL ESTATE FIN Real Estate 232.0 $2K $10.68 -35.5%
1266 TKR TIMKEN CO Industrials 17.0 $2K $145.35 -15.6%
1267 ACIW ACI WORLDWIDE INC Technology 49.0 $2K $50.31 +4.2%
1268 VOT VANGUARD INDEX FDS 8.0 $2K $306.38 -1.4%
1269 ESE ESCO TECHNOLOGIES INC Technology 7.0 $2K $350.14 -21.3%
1270 CAMT CAMTEK LTD Technology 15.0 $2K $163.13 -12.8%
1271 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 28.0 $2K +6.0 +27.3% $87.11 -13.7%
1272 U UNITY SOFTWARE INC Technology 85.0 $2K $28.59 +61.5%
1273 DAN DANA INC Consumer Cyclical 89.0 $2K $27.21 +10.8%
1274 VSH VISHAY INTERTECHNOLOGY INC Technology 45.0 $2K $53.80 -43.4%
1275 CBZ CBIZ INC Industrials 75.0 $2K +20.0 +36.4% $32.08 +70.2%
1276 OC OWENS CORNING NEW Industrials 15.0 $2K -3.0 -16.7% $159.00 -7.6%
1277 PBF PBF ENERGY INC Energy 52.0 $2K $45.54 +52.6%
1278 AKAM AKAMAI TECHNOLOGIES INC Technology 20.0 $2K -60.0 -75.0% $118.25 -10.6%
1279 KRC KILROY REALTY CORP Real Estate 63.0 $2K -31.0 -33.0% $37.48 -1.6%
1280 VCIT VANGUARD SCOTTSDALE FDS 29.0 $2K -7.0 -19.4% $81.34 -0.2%
Page 64 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%