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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 66 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 MAA MID-AMER APT CMNTYS INC Real Estate 16.0 $2K -5.0 -23.8% $139.00 -4.2%
1302 ADUS ADDUS HOMECARE CORP Healthcare 22.0 $2K +17.0 +340.0% $100.50 +20.2%
1303 BYD BOYD GAMING CORP Consumer Cyclical 25.0 $2K +6.0 +31.6% $88.36 -8.3%
1304 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 48.0 $2K +19.0 +65.5% $45.92 +22.8%
1305 FTV FORTIVE CORP Technology 36.0 $2K $61.11 -1.1%
1306 WDFC WD 40 CO Basic Materials 9.0 $2K $243.67 -11.4%
1307 HYMB SPDR SERIES TRUST 86.0 $2K +1.0 +1.2% $25.44 -2.4%
1308 GRRR GORILLA TECHNOLOGY GROUP INC Technology 110.0 $2K $19.88 -20.4%
1309 HAE HAEMONETICS CORP MASS Healthcare 29.0 $2K $75.00 +44.5%
1310 FTDR FRONTDOOR INC Consumer Cyclical 28.0 $2K $77.61 +6.6%
1311 ACM AECOM Industrials 31.0 $2K $69.81 -6.9%
1312 LEIDOS HOLDINGS INC 21.0 $2K -22.0 -51.2% $103.00
1313 SHYD VANECK ETF TRUST 94.0 $2K -1.0 -1.1% $22.90 -1.0%
1314 AVAV AEROVIRONMENT INC Industrials 13.0 $2K -2.0 -13.3% $165.08 -10.2%
1315 JIRE J P MORGAN EXCHANGE TRADED F 26.0 $2K $82.50 +3.2%
1316 TTC TORO CO Industrials 22.0 $2K $97.45 +2.1%
1317 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 55.0 $2K -24.0 -30.4% $38.96 +10.3%
1318 CIG CIA ENERGETICA DE MINAS GERA Utilities 1,020.0 $2K $2.10 -7.1%
1319 CWST CASELLA WASTE SYS INC Industrials 22.0 $2K +6.0 +37.5% $97.00 -2.3%
1320 ABVX ABIVAX SA Healthcare 16.0 $2K +7.0 +77.8% $133.31 -12.9%
Page 66 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%