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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 65 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 PAGP PLAINS GP HLDGS L P Energy 97.0 $2K $24.28 +12.3%
1282 COLD AMERICOLD REALTY TRUST INC Real Estate 149.0 $2K +54.0 +56.8% $15.72 -3.9%
1283 TXG 10X GENOMICS INC Healthcare 61.0 $2K $38.34 +66.4%
1284 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 30.0 $2K $77.90 -11.3%
1285 ETSY INC 31.0 $2K $75.35
1286 ESS ESSEX PPTY TR INC Real Estate 8.0 $2K +2.0 +33.3% $291.62 +0.7%
1287 PLUS EPLUS INC Technology 28.0 $2K $83.25 +3.6%
1288 AGO ASSURED GUARANTY LTD Financial Services 29.0 $2K -15.0 -34.1% $80.17 -7.5%
1289 MTN VAIL RESORTS INC Consumer Cyclical 17.0 $2K $136.18 +10.2%
1290 AMERICA MOVIL SAB DE CV 89.0 $2K +19.0 +27.1% $26.00
1291 CVBF CVB FINL CORP Financial Services 102.0 $2K +25.0 +32.5% $22.56 -0.5%
1292 TLK TELEKOMUNIKASI IND Communication Services 170.0 $2K -144.0 -45.9% $13.44 +11.8%
1293 VSTS VESTIS CORPORATION Industrials 157.0 $2K $14.52 -12.2%
1294 BEONE MEDICINES LTD 8.0 $2K +2.0 +33.3% $285.00
1295 CHTR CHARTER COMMUNICATIONS INC Communication Services 16.0 $2K +7.0 +77.8% $142.25 +5.7%
1296 KLIC KULICKE & SOFFA INDS INC Technology 17.0 $2K -3.0 -15.0% $133.76 -37.6%
1297 ICLR ICON PUB LTD CO Healthcare 13.0 $2K +7.0 +116.7% $173.77 -0.2%
1298 MIR MIRION TECHNOLOGIES INC Industrials 125.0 $2K $17.94 -18.2%
1299 VT VANGUARD INTL EQUITY INDEX F 14.0 $2K $159.64 +0.3%
1300 WSBC WESBANCO INC Financial Services 57.0 $2K $39.04 +4.3%
Page 65 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%