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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 75 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 LCII LCI INDS Consumer Cyclical 12.0 $1K -6.0 -33.3% $105.92 -3.7%
1482 U HAUL HOLDING COMPANY 22.0 $1K +2.0 +10.0% $57.73
1483 KMPR KEMPER CORP Financial Services 47.0 $1K $26.98 +0.2%
1484 HSIC SCHEIN HENRY INC Healthcare 15.0 $1K $83.53 +5.9%
1485 RVTY REVVITY INC Healthcare 11.0 $1K +5.0 +83.3% $111.27 +12.1%
1486 SATS ECHOSTAR CORP Technology 12.0 $1K +4.0 +50.0% $101.50 -14.3%
1487 HAFN HAFNIA LTD Industrials 183.0 $1K -66.0 -26.5% $6.64 +22.8%
1488 ICL ICL GROUP LTD Basic Materials 242.0 $1K -173.0 -41.7% $4.98 +16.4%
1489 ERIE ERIE INDTY CO Financial Services 5.0 $1K +2.0 +66.7% $239.80 +10.4%
1490 RNST RENASANT CORP Financial Services 28.0 $1K +12.0 +75.0% $42.57 -2.5%
1491 NOG NORTHERN OIL & GAS INC Energy 65.0 $1K $18.15 +50.6%
1492 ADVANTAGE SOLUTIONS INC 27.0 $1K $43.26
1493 STWD STARWOOD PPTY TR INC Real Estate 71.0 $1K $16.38 -0.0%
1494 RWT REDWOOD TRUST INC Real Estate 245.0 $1K $4.74 +1.2%
1495 LKQ LKQ CORP Consumer Cyclical 44.0 $1K $26.34 -2.2%
1496 VMI VALMONT INDS INC Industrials 2.0 $1K $578.00 -15.9%
1497 LUMN LUMEN TECHNOLOGIES INC Communication Services 150.0 $1K $7.68 -22.7%
1498 OKLO OKLO INC Utilities 22.0 $1K $52.36 -19.6%
1499 STNE STONECO LTD Technology 106.0 $1K -36.0 -25.4% $10.85 -13.7%
1500 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 22.0 $1K +11.0 +100.0% $52.18 +3.9%
Page 75 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%