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Portfolio (Quarterly) Guide ↗

Bell Investment Advisors, Inc

· CIK 0001890149
13F Portfolio $639.2B 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 7 of 93  ·  1,860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GWW WW GRAINGER INC Industrials 182.0 $199K 0.03% $1090.81 +17.7%
122 AMAT APPLIED MATLS INC Technology 580.0 $198K 0.03% +3.0 +0.5% $341.79 +27.7%
123 WMT WALMART INC Consumer Defensive 1,586.0 $197K 0.03% +299.0 +23.2% $124.28 +6.6%
124 GEV GE VERNOVA INC Utilities 221.0 $193K 0.03% +11.0 +5.2% $872.90 +24.9%
125 TSCO TRACTOR SUPPLY CO Consumer Cyclical 4,245.0 $192K 0.03% +67.0 +1.6% $45.30 -32.7%
126 AMD ADVANCED MICRO DEVICES INC Technology 927.0 $189K 0.03% -12.0 -1.3% $203.43 +108.5%
127 IBM INTERNATIONAL BUSINESS MACHS Technology 749.0 $182K 0.03% +212.0 +39.5% $242.39 -9.9%
128 EMR EMERSON ELEC CO Industrials 1,374.0 $180K 0.03% -118.0 -7.9% $131.02 +5.2%
129 JCI JOHNSON CONTROLS INTERNATION Industrials 1,362.0 $178K 0.03% -37.0 -2.6% $130.95 +9.8%
130 QCOM QUALCOMM INC Technology 1,382.0 $178K 0.03% -23.0 -1.6% $128.78 +55.4%
131 PLTR PALANTIR TECHNOLOGIES INC Technology 1,195.0 $175K 0.03% +100.0 +9.1% $146.28 -8.6%
132 SBUX STARBUCKS CORP Consumer Cyclical 1,849.0 $166K 0.03% $89.59 +18.8%
133 EXPD EXPEDITORS INTL WASH INC Industrials 1,155.0 $165K 0.03% -20.0 -1.7% $143.23 +7.2%
134 MU MICRON TECHNOLOGY INC Technology 484.0 $164K 0.03% $337.84 +129.7%
135 SCHG SCHWAB STRATEGIC TR 5,589.0 $163K 0.03% +385.0 +7.4% $29.13 +17.6%
136 SCHW SCHWAB CHARLES CORP Financial Services 1,714.0 $161K 0.03% -153.0 -8.2% $93.99 -4.8%
137 VZ VERIZON COMMUNICATIONS INC Communication Services 3,195.0 $160K 0.03% +396.0 +14.2% $50.20 -6.3%
138 CSCO CISCO SYS INC Technology 2,010.0 $156K 0.02% -640.0 -24.1% $77.59 +48.9%
139 C CITIGROUP INC Financial Services 1,366.0 $155K 0.02% $113.41 +8.8%
140 EQIX EQUINIX INC Real Estate 155.0 $152K 0.02% +30.0 +24.0% $981.27 +10.0%
Page 7 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%