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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 71 of 91  ·  1,802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 ICUI ICU MED INC Healthcare 12.0 $2K NEW $142.75 -14.0%
1402 ASH ASHLAND INC Basic Materials 29.0 $2K NEW $58.69 -5.8%
1403 WTRG ESSENTIAL UTILS INC Utilities 44.0 $2K NEW $38.36 -2.9%
1404 BHF BRIGHTHOUSE FINL INC Financial Services 26.0 $2K NEW $64.81 -3.2%
1405 EMBJ EMBRAER S.A. Industrials 26.0 $2K NEW $64.38 -15.3%
1406 PCOR PROCORE TECHNOLOGIES INC Technology 23.0 $2K NEW $72.78 -35.0%
1407 ZTO ZTO EXPRESS CAYMAN INC Industrials 79.0 $2K NEW $20.90 +12.8%
1408 PMT PENNYMAC MTG INVT TR Real Estate 131.0 $2K NEW $12.56 -17.9%
1409 VICR VICOR CORP Technology 15.0 $2K NEW $109.60 +121.9%
1410 BALL BALL CORP Consumer Cyclical 31.0 $2K NEW $53.00 +4.1%
1411 VRNS VARONIS SYS INC Technology 50.0 $2K NEW $32.80 -10.2%
1412 UFPI UFP INDUSTRIES INC Basic Materials 18.0 $2K NEW $91.06 -12.7%
1413 SMG SCOTTS MIRACLE-GRO CO Basic Materials 28.0 $2K NEW $58.36 -3.4%
1414 SHAK SHAKE SHACK INC Consumer Cyclical 20.0 $2K NEW $81.20 -22.5%
1415 BYD BOYD GAMING CORP Consumer Cyclical 19.0 $2K NEW $85.26 -7.7%
1416 AROC ARCHROCK INC Energy 62.0 $2K NEW $26.03 +47.3%
1417 CSL CARLISLE COS INC Industrials 5.0 $2K NEW $320.00 +0.9%
1418 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 17.0 $2K NEW $94.00 +19.1%
1419 CAMT CAMTEK LTD Technology 15.0 $2K NEW $106.40 +44.0%
1420 NNI NELNET INC Financial Services 12.0 $2K NEW $133.00 -3.3%
Page 71 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%