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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 70 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 AVTR AVANTOR INC Healthcare 173.0 $2K +50.0 +40.6% $9.90 +46.0%
1382 AAL AMERICAN AIRLINES GROUP INC Industrials 94.0 $2K -44.0 -31.9% $18.07 -23.5%
1383 BKU BANKUNITED INC Financial Services 35.0 $2K +11.0 +45.8% $48.46 -4.4%
1384 MGRC MCGRATH RENTCORP Industrials 14.0 $2K -7.0 -33.3% $121.07 -3.7%
1385 LOGI LOGITECH INTL S A Technology 18.0 $2K $94.06 +2.1%
1386 PUK PRUDENTIAL PLC Financial Services 63.0 $2K $26.83 +5.0%
1387 WTRG ESSENTIAL UTILS INC Utilities 44.0 $2K $38.32 +4.9%
1388 HOPE HOPE BANCORP INC Financial Services 123.0 $2K $13.68 +2.1%
1389 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 26.0 $2K $64.46 +1.5%
1390 PRAXIS PRECISION MEDICINES I 5.0 $2K $334.80
1391 EMBJ EMBRAER S.A. Industrials 26.0 $2K $63.81 +19.0%
1392 ROKU ROKU INC Communication Services 12.0 $2K +4.0 +50.0% $138.17 +14.0%
1393 FG F&G ANNUITIES & LIFE INC Financial Services 62.0 $2K $26.60 -15.1%
1394 BHF BRIGHTHOUSE FINL INC Financial Services 26.0 $2K $63.31 -17.4%
1395 AMH AMERICAN HOMES 4 RENT Real Estate 49.0 $2K $33.53 +2.4%
1396 WRB BERKLEY W R CORP Financial Services 23.0 $2K +7.0 +43.8% $70.57 -2.8%
1397 AR ANTERO RESOURCES CORP Energy 46.0 $2K $35.15 +7.9%
1398 ABEV AMBEV SA Consumer Defensive 513.0 $2K $3.14 -8.3%
1399 BRX BRIXMOR PPTY GROUP INC Real Estate 51.0 $2K $31.55 -7.1%
1400 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 4.0 $2K -1.0 -20.0% $402.00 +1.0%
Page 70 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%