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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 9 of 93  ·  1,860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 APP APPLOVIN CORP Technology 281.0 $112K 0.02% +11.0 +4.1% $398.00 +25.9%
162 PANW PALO ALTO NETWORKS INC Technology 697.0 $112K 0.02% $160.32 +48.6%
163 SCHZ SCHWAB STRATEGIC TR 4,751.0 $110K 0.02% NEW $23.22 -1.2%
164 NEE NEXTERA ENERGY INC Utilities 1,185.0 $110K 0.02% +447.0 +60.6% $92.86 +3.0%
165 MCD MCDONALDS CORP Consumer Cyclical 346.0 $108K 0.02% +9.0 +2.7% $310.79 -11.5%
166 CB CHUBB LTD SWITZ Financial Services 328.0 $107K 0.02% +5.0 +1.6% $325.93 -0.5%
167 AMGN AMGEN INC Healthcare 301.0 $106K 0.02% -10.0 -3.2% $351.85 -7.3%
168 LIN LINDE PLC Basic Materials 209.0 $104K 0.02% +5.0 +2.5% $495.76 +3.2%
169 ASML ASML HLDG NV Technology 78.0 $103K 0.02% +38.0 +95.0% $1320.83 +13.7%
170 DIA STATE STR SPDR DOW JONES IND Financial Services 221.0 $102K 0.02% $462.28 +7.2%
171 TMO THERMO FISHER SCIENTIFIC INC Healthcare 206.0 $101K 0.02% -37.0 -15.2% $491.53 -8.8%
172 VO VANGUARD INDEX FDS 352.0 $101K 0.02% $287.28 -73.4%
173 ROK ROCKWELL AUTOMATION INC Industrials 279.0 $100K 0.02% -17.0 -5.7% $358.88 +27.2%
174 SANDISK CORP 157.0 $100K 0.02% +6.0 +4.0% $635.34
175 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 626.0 $98K 0.01% +74.0 +13.4% $157.28 -1.0%
176 SYY SYSCO CORP Consumer Defensive 1,303.0 $93K 0.01% -12.0 -0.9% $71.33 +2.4%
177 MO ALTRIA GROUP INC Consumer Defensive 1,408.0 $93K 0.01% +120.0 +9.3% $65.99 +9.7%
178 BAC BANK AMERICA CORP Financial Services 1,897.0 $92K 0.01% -532.0 -21.9% $48.75 +2.1%
179 ETN EATON CORP PLC Industrials 254.0 $91K 0.01% +33.0 +14.9% $357.67 +14.1%
180 IVV ISHARES TR 138.0 $90K 0.01% -378.0 -73.3% $654.36 +13.5%
Page 9 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%