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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 9 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PLTR PALANTIR TECHNOLOGIES INC Technology 1,159.0 $135K 0.02% -36.0 -3.0% $116.67 +54.2%
162 SCHG SCHWAB STRATEGIC TR 3,817.0 $129K 0.02% -2K -31.7% $33.84 +4.4%
163 ITT ITT INC Industrials 652.0 $129K 0.02% $197.76 +5.2%
164 TSCO TRACTOR SUPPLY CO Consumer Cyclical 3,984.0 $126K 0.02% -261.0 -6.2% $31.61 +10.7%
165 BAC BANK OF AMER CORP Financial Services 2,139.0 $122K 0.02% +242.0 +12.8% $56.98 +8.3%
166 BLK BLACKROCK INC Financial Services 125.0 $120K 0.02% -3.0 -2.3% $961.56 +20.3%
167 AMGN AMGEN INC Healthcare 319.0 $116K 0.02% +18.0 +6.0% $362.12 +21.3%
168 DIA STATE STR SPDR DOW JONES IND Financial Services 221.0 $115K 0.02% $521.36 +2.1%
169 VZ VERIZON COMMUNICATIONS INC Communication Services 2,717.0 $115K 0.02% -478.0 -15.0% $42.34 +16.8%
170 VO VANGUARD INDEX FDS 1,407.0 $113K 0.02% +1K +299.7% $80.58 +3.0%
171 TJX TJX COS INC NEW Consumer Cyclical 746.0 $113K 0.02% -82.0 -9.9% $151.50 -7.3%
172 T AT&T INC Communication Services 5,412.0 $112K 0.02% +930.0 +20.8% $20.70 +22.3%
173 CB CHUBB LIMITED Financial Services 328.0 $112K 0.02% $340.74 +0.1%
174 PFE PFIZER INC Healthcare 4,641.0 $112K 0.02% -176.0 -3.6% $24.08 +16.6%
175 LIN LINDE PLC Basic Materials 211.0 $109K 0.02% +2.0 +1.0% $518.94 -6.0%
176 SYY SYSCO CORP Consumer Defensive 1,309.0 $109K 0.02% $83.58 +0.6%
177 ETN EATON CORP PLC Industrials 256.0 $109K 0.02% +2.0 +0.8% $426.12 -1.6%
178 HPE HEWLETT PACKARD ENTERPRISE C Technology 2,411.0 $109K 0.02% +22.0 +0.9% $45.11 +18.5%
179 ORCL ORACLE CORP Technology 736.0 $108K 0.02% +133.0 +22.1% $146.55 -0.1%
180 EMCS DBX ETF TR 2,284.0 $107K 0.02% +1K +183.4% $46.91 -2.4%
Page 9 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%