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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 7 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PANW PALO ALTO NETWORKS INC Technology 740.0 $252K 0.04% +43.0 +6.2% $341.02 +4.9%
122 QCOM QUALCOMM INC Technology 1,364.0 $252K 0.04% -18.0 -1.3% $184.79 -13.0%
123 VUG VANGUARD INDEX FDS 2,926.0 $252K 0.04% +2K +499.6% $86.14 +1.6%
124 SLV ISHARES SILVER TR Financial Services 4,663.0 $249K 0.04% $53.47 +17.3%
125 GWW WW GRAINGER INC Industrials 182.0 $248K 0.04% $1360.40 -3.5%
126 SCHV SCHWAB STRATEGIC TR 7,096.0 $247K 0.04% -2K -17.6% $34.81 +0.4%
127 INTU INTUIT Technology 942.0 $246K 0.04% +25.0 +2.7% $261.00 +40.6%
128 KLAC KLA CORP Technology 802.0 $242K 0.04% +721.0 +890.1% $301.71 -39.0%
129 OTIS OTIS WORLDWIDE CORP Industrials 3,283.0 $235K 0.04% -124.0 -3.6% $71.60 -0.2%
130 TRGP TARGA RES CORP Energy 844.0 $226K 0.03% +9.0 +1.1% $268.14 +11.5%
131 IBM INTERNATIONAL BUSINESS MACHS Technology 773.0 $217K 0.03% +24.0 +3.2% $281.21 -16.2%
132 ABT ABBOTT LABORATORIES Healthcare 2,300.0 $209K 0.03% +122.0 +5.6% $90.74 +28.5%
133 C CITIGROUP INC Financial Services 1,479.0 $207K 0.03% +113.0 +8.3% $139.96 -5.9%
134 JCI JOHNSON CONTROLS INTERNATION Industrials 1,360.0 $199K 0.03% $146.11 -2.1%
135 EMR EMERSON ELEC CO Industrials 1,378.0 $197K 0.03% $143.15 +9.8%
136 NFLX NETFLIX INC. Communication Services 2,749.0 $196K 0.03% -400.0 -12.7% $71.40 +11.5%
137 CMI CUMMINS INC Industrials 275.0 $196K 0.03% $713.21 -17.6%
138 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 410.0 $196K 0.03% +50.0 +13.9% $477.57 -12.3%
139 SYK STRYKER CORPORATION Healthcare 618.0 $195K 0.03% -6.0 -1.0% $314.84 +4.6%
140 MRVL MARVELL TECHNOLOGY INC Technology 639.0 $190K 0.03% +11.0 +1.8% $297.89 -20.4%
Page 7 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%