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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 69 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 CLPT CLEARPOINT NEURO INC Healthcare 104.0 $2K $17.85 -13.8%
1362 CFR CULLEN FROST BANKERS INC Financial Services 12.0 $2K $154.58 +6.2%
1363 BSBR BANCO SANTANDER BRASIL S A Financial Services 353.0 $2K $5.25 +9.3%
1364 CNP CENTERPOINT ENERGY INC Utilities 42.0 $2K +12.0 +40.0% $44.05 -12.0%
1365 NHI NATIONAL HEALTH INVS INC Real Estate 24.0 $2K $76.29 -3.8%
1366 OLN OLIN CORP Basic Materials 92.0 $2K $19.83 -7.2%
1367 LFUS LITTELFUSE INC Technology 4.0 $2K +1.0 +33.3% $455.50 -9.5%
1368 ATLANTA BRAVES HLDGS INC 35.0 $2K +10.0 +40.0% $51.91
1369 PLXS PLEXUS CORP Technology 6.0 $2K $300.83 -20.2%
1370 SMURFIT WESTROCK PLC 39.0 $2K -84.0 -68.3% $46.28
1371 CWT CALIFORNIA WTR SVC GROUP Utilities 37.0 $2K +15.0 +68.2% $48.68 +1.8%
1372 DPZ DOMINOS PIZZA INC Consumer Cyclical 6.0 $2K -5.0 -45.5% $296.17 +15.4%
1373 AVNT AVIENT CORPORATION Basic Materials 48.0 $2K +14.0 +41.2% $36.98 +20.8%
1374 AWI ARMSTRONG WORLD INDS INC NEW Industrials 11.0 $2K $160.45 +11.3%
1375 BIO BIO RAD LABS INC Healthcare 6.0 $2K $293.67 +29.4%
1376 ICUI ICU MED INC Healthcare 12.0 $2K $146.67 +24.7%
1377 SCI SERVICE CORP INTL Consumer Cyclical 23.0 $2K +6.0 +35.3% $76.00 +9.6%
1378 WMS ADVANCED DRAIN SYS INC DEL Industrials 11.0 $2K $157.00 -8.5%
1379 LRN STRIDE INC Consumer Defensive 20.0 $2K $86.25 -2.2%
1380 GXO GXO LOGISTICS INCORPORATED Industrials 34.0 $2K -10.0 -22.7% $50.71 -9.8%
Page 69 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%