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Portfolio (Quarterly) Guide ↗

Bell Investment Advisors, Inc

· CIK 0001890149
13F Portfolio $632M AUM Filed Feb 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1802 New
Page 7 of 91  ·  1,802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMD ADVANCED MICRO DEVICES INC Technology 939.0 $201K 0.03% NEW $214.16 +103.1%
122 KO COCA COLA CO Consumer Defensive 2,854.0 $200K 0.03% NEW $69.92 +15.1%
123 EMR EMERSON ELEC CO Industrials 1,492.0 $198K 0.03% NEW $132.72 -0.3%
124 MUB ISHARES TR 1,822.0 $195K 0.03% NEW $107.10 -0.9%
125 PLTR PALANTIR TECHNOLOGIES INC Technology 1,095.0 $195K 0.03% NEW $177.75 -25.3%
126 VXUS VANGUARD STAR FDS 2,576.0 $194K 0.03% NEW $75.43 +10.9%
127 SCHV SCHWAB STRATEGIC TR 6,489.0 $192K 0.03% NEW $29.61 +10.0%
128 SCHW SCHWAB CHARLES CORP Financial Services 1,867.0 $187K 0.03% NEW $99.92 -8.5%
129 GWW WW GRAINGER INC Industrials 182.0 $184K 0.03% NEW $1009.05 +25.7%
130 APP APPLOVIN CORP Technology 270.0 $182K 0.03% NEW $673.82 -25.8%
131 HD HOME DEPOT INC Consumer Cyclical 516.0 $178K 0.03% NEW $344.10 -13.2%
132 EXPD EXPEDITORS INTL WASH INC Industrials 1,175.0 $175K 0.03% NEW $149.01 +4.5%
133 SMLF ISHARES TR 2,319.0 $174K 0.03% NEW $74.89 +9.2%
134 SCHG SCHWAB STRATEGIC TR 5,204.0 $170K 0.03% NEW $32.62 +4.8%
135 JCI JOHNSON CTLS INTL PLC Industrials 1,399.0 $168K 0.03% NEW $119.75 +18.8%
136 C CITIGROUP INC Financial Services 1,370.0 $160K 0.03% NEW $116.69 +5.8%
137 IBM INTERNATIONAL BUSINESS MACHS Technology 537.0 $159K 0.03% NEW $296.22 -26.1%
138 AXP AMERICAN EXPRESS CO Financial Services 423.0 $156K 0.03% NEW $369.95 -15.8%
139 SBUX STARBUCKS CORP Consumer Cyclical 1,855.0 $156K 0.03% NEW $84.21 +27.1%
140 TRGP TARGA RES CORP Energy 835.0 $154K 0.02% NEW $184.50 +46.7%
Page 7 of 91  ·  1,802 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 30.6%
Financial Services 16.5%
Communication Services 15.5%
Industrials 10.7%
Healthcare 8.3%
Consumer Cyclical 6.8%
Energy 3.9%
Consumer Defensive 3.7%
Real Estate 1.4%
Utilities 1.4%