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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 81 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 ORKA ORUKA THERAPEUTICS INC Healthcare 8.0 $762.0 NEW $95.25 +13.3%
1602 VCEL VERICEL CORP Healthcare 17.0 $757.0 $44.53 -4.2%
1603 GGB GERDAU SA Basic Materials 187.0 $756.0 $4.04 +7.1%
1604 SKT TANGER INC Real Estate 19.0 $750.0 $39.47 -3.2%
1605 MUR MURPHY OIL CORP Energy 23.0 $749.0 $32.57 +14.9%
1606 ITGR INTEGER HLDGS CORP Healthcare 8.0 $748.0 $93.50 +33.9%
1607 FCN FTI CONSULTING INC Industrials 5.0 $746.0 -3.0 -37.5% $149.20 +4.4%
1608 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 10.0 $741.0 +3.0 +42.9% $74.10 +10.6%
1609 PRK PARK NATL CORP Financial Services 4.0 $732.0 $183.00 +10.5%
1610 POET POET TECHNOLOGIES INC Technology 71.0 $730.0 $10.28 -19.8%
1611 BHC BAUSCH HEALTH COS INC Healthcare 148.0 $730.0 -85.0 -36.5% $4.93 +30.6%
1612 AER AERCAP HOLDINGS NV Industrials 5.0 $729.0 -4.0 -44.4% $145.80 +0.3%
1613 FOR FORESTAR GROUP INC Real Estate 23.0 $728.0 $31.65 -7.8%
1614 HNI HNI CORP Industrials 18.0 $728.0 -59.0 -76.6% $40.44 +21.7%
1615 GBCI GLACIER BANCORP INC NEW Financial Services 14.0 $723.0 $51.64 -8.5%
1616 WHD CACTUS INC Energy 14.0 $718.0 $51.29 +35.4%
1617 LYFT LYFT INC Technology 49.0 $716.0 $14.61 +19.6%
1618 PD PAGERDUTY INC Technology 74.0 $715.0 -453.0 -86.0% $9.66 +27.5%
1619 AHMA AMBITIONS ENTERPRISE MGMT CO Consumer Cyclical 420.0 $714.0 NEW $1.70 -12.9%
1620 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 24.0 $714.0 $29.75 +17.6%
Page 81 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%