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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 91 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 NLOP NET LEASE OFFICE PROPERTIES Real Estate 21.0 $234.0 $11.14 +4.2%
1802 RDW REDWIRE CORPORATION Industrials 19.0 $233.0 NEW $12.26 -2.0%
1803 CNXC CONCENTRIX CORP Technology 10.0 $225.0 $22.50 +12.9%
1804 ASGN EVERFORTH INC Technology 10.0 $179.0 -21.0 -67.7% $17.90 +17.1%
1805 BNDX VANGUARD CHARLOTTE FDS 3.0 $146.0 $48.67 -2.1%
1806 HELE HELEN OF TROY LTD Consumer Defensive 5.0 $146.0 $29.20 -0.5%
1807 ZEPP ZEPP HEALTH CORPORATION Technology 25.0 $131.0 $5.24 -1.7%
1808 RGC REGENCELL BIOSCIENCE HLDGS L Healthcare 20.0 $122.0 $6.10 -13.1%
1809 CHGG CHEGG INC Consumer Defensive 114.0 $116.0 $1.02 -19.6%
1810 MLGO MICROALGO INC Technology 29.0 $116.0 $4.00 +5.5%
1811 ARVN ARVINAS INC Healthcare 11.0 $92.0 $8.36 +12.0%
1812 GRAL GRAIL INC Healthcare 1.0 $69.0 -5.0 -83.3% $69.00 +15.3%
1813 VTS VITESSE ENERGY INC Energy 3.0 $48.0 -32.0 -91.4% $16.00 +6.9%
1814 MQ MARQETA INC Technology 6.0 $25.0 $4.17 +292.6%
1815 LIBERTY CAP CORP 1.0 $22.0 $22.00
1816 DIGINEX LTD 11.0 $17.0 NEW $1.55
1817 BIOHAVEN LTD 1.0 $15.0 -3.0 -75.0% $15.00
1818 BRBR BELLRING BRANDS INC Consumer Defensive 1.0 $13.0 -59.0 -98.3% $13.00 -21.6%
1819 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 1.0 $8.0 $8.00 -6.0%
1820 EMBC EMBECTA CORP Healthcare 2.0 $7.0 $3.50 +49.4%
Page 91 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%