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Portfolio (Quarterly) Guide ↗

Bell Investment Advisors, Inc

· CIK 0001890149
13F Portfolio $639M AUM 1,860 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 172 New 494 Added 522 Reduced 114 Exited
Page 68 of 93  ·  1,860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 WSBC WESBANCO INC Financial Services 57.0 $2K $34.49 -0.6%
1342 LPX LOUISIANA PAC CORP Basic Materials 27.0 $2K $72.78 -6.2%
1343 VT VANGUARD INTL EQUITY INDEX F 14.0 $2K $140.21 +10.0%
1344 AR ANTERO RESOURCES CORP Energy 46.0 $2K $42.46 -11.1%
1345 OC OWENS CORNING NEW Industrials 18.0 $2K +5.0 +38.5% $108.22 +4.5%
1346 CHTR CHARTER COMMUNICATIONS INC Communication Services 9.0 $2K -10.0 -52.6% $215.89 -33.1%
1347 NHI NATIONAL HEALTH INVS INC Real Estate 24.0 $2K $80.88 -5.4%
1348 EL LAUDER ESTEE COS INC Consumer Defensive 27.0 $2K -47.0 -63.5% $71.78 +8.4%
1349 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 22.0 $2K -6.0 -21.4% $87.41 -2.1%
1350 JANX JANUX THERAPEUTICS INC Healthcare 138.0 $2K NEW $13.91 +3.6%
1351 ENVA ENOVA INTL INC Financial Services 14.0 $2K $135.86 +17.0%
1352 NOG NORTHERN OIL & GAS INC Energy 65.0 $2K $29.23 -17.7%
1353 LZB LA Z BOY INC Consumer Cyclical 59.0 $2K $32.15 +12.0%
1354 PSN PARSONS CORP DEL Industrials 35.0 $2K $54.17 -6.0%
1355 HAFN HAFNIA LTD Industrials 249.0 $2K +123.0 +97.6% $7.60 +17.6%
1356 GFF GRIFFON CORP Industrials 26.0 $2K $72.69 +13.5%
1357 IAG IAMGOLD CORP Basic Materials 100.0 $2K -37.0 -27.0% $18.82 -12.3%
1358 U UNITY SOFTWARE INC Technology 85.0 $2K $21.94 +16.5%
1359 BN BROOKFIELD CORP Financial Services 46.0 $2K $40.48 +11.1%
1360 WDFC WD 40 CO Basic Materials 9.0 $2K $204.00 +0.8%
Page 68 of 93  ·  1,860 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 32.4%
Financial Services 14.1%
Communication Services 12.2%
Industrials 10.0%
Healthcare 7.7%
Consumer Defensive 7.4%
Consumer Cyclical 6.4%
Energy 6.0%
Utilities 1.5%
Basic Materials 1.3%