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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 67 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 LPX LOUISIANA PAC CORP Basic Materials 27.0 $2K $78.67 -7.9%
1322 MDU MDU RES GROUP INC Industrials 100.0 $2K $21.21 -5.8%
1323 HIW HIGHWOODS PPTYS INC Real Estate 70.0 $2K $30.17 +4.9%
1324 HMC HONDA MOTOR CO LTD Consumer Cyclical 77.0 $2K -188.0 -70.9% $27.12 +20.7%
1325 BOYD GROUP SERVICES INC 22.0 $2K +15.0 +214.3% $94.64
1326 BBWI BATH & BODY WORKS INC Consumer Cyclical 89.0 $2K $23.13 -17.2%
1327 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 24.0 $2K $85.75 +2.6%
1328 YMM FULL TRUCK ALLIANCE CO LTD Technology 253.0 $2K -118.0 -31.8% $8.12 +4.5%
1329 ACA ARCOSA INC Industrials 14.0 $2K $145.36 -0.1%
1330 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 10.0 $2K +4.0 +66.7% $201.10 +6.7%
1331 SOUTH BOW CORP 57.0 $2K +30.0 +111.1% $35.25
1332 ZG ZILLOW GROUP INC 64.0 $2K $31.38
1333 TTD THE TRADE DESK INC Technology 111.0 $2K -56.0 -33.5% $18.08 -26.3%
1334 BLTE BELITE BIO INC Healthcare 13.0 $2K +9.0 +225.0% $154.00 +4.0%
1335 CNR CORE NATURAL RESOURCES INC Energy 25.0 $2K $80.04 +19.9%
1336 HP HELMERICH & PAYNE INC Energy 61.0 $2K $32.75 +29.1%
1337 LNTH LANTHEUS HLDGS INC Healthcare 18.0 $2K $110.94 -9.5%
1338 IVT INVENTRUST PPTYS CORP Real Estate 56.0 $2K $35.41 -7.7%
1339 AA ALCOA CORP Basic Materials 38.0 $2K $52.16 -4.2%
1340 MBC MASTERBRAND INC Consumer Cyclical 192.0 $2K $10.29 -11.0%
Page 67 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%