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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 24 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ATKR ATKORE INC Industrials 18.0 $1K -18.0 -50.0% $58.94 +26.0%
462 WFG WEST FRASER TIMBER LTD Basic Materials 16.0 $1K -1.0 -5.9% $65.31 -6.6%
463 SBLK STAR BULK CARRIERS CORP. Industrials 44.0 $1K -251.0 -85.1% $22.98 +16.1%
464 BROWN FORMAN CORP 38.0 $1K -106.0 -73.6% $26.45
465 CWT CALIFORNIA WTR SVC GROUP Utilities 22.0 $998.0 -1.0 -4.3% $45.36 -4.2%
466 DUOL DUOLINGO INC Technology 10.0 $986.0 -22.0 -68.8% $98.60 +10.7%
467 BNTX BIONTECH SE Healthcare 11.0 $978.0 -19.0 -63.3% $88.91 +0.7%
468 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 21.0 $975.0 -77.0 -78.6% $46.43 -3.1%
469 BRBR BELLRING BRANDS INC Consumer Defensive 60.0 $966.0 -126.0 -67.7% $16.10 -39.8%
470 FOX FOX CORP Communication Services 18.0 $956.0 -166.0 -90.2% $53.11 +10.3%
471 BDX BECTON DICKINSON & CO Healthcare 6.0 $944.0 -51.0 -89.5% $157.33 -8.8%
472 MAREX GROUP PLC 21.0 $937.0 -96.0 -82.0% $44.62
473 KDP KEURIG DR PEPPER INC Consumer Defensive 35.0 $922.0 -408.0 -92.1% $26.34 +10.5%
474 U HAUL HOLDING COMPANY 20.0 $894.0 -10.0 -33.3% $44.70
475 YALA YALLA GROUP LTD Technology 140.0 $873.0 -532.0 -79.2% $6.24 +7.1%
476 MMSI MERIT MED SYS INC Healthcare 12.0 $828.0 -27.0 -69.2% $69.00 -9.3%
477 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 9.0 $778.0 -8.0 -47.1% $86.44 +35.6%
478 ARM ARM HOLDINGS PLC Technology 5.0 $757.0 -1.0 -16.7% $151.40 +38.2%
479 ROKU ROKU INC Communication Services 8.0 $757.0 -51.0 -86.4% $94.62 +33.0%
480 VRNS VARONIS SYS INC Technology 35.0 $752.0 -15.0 -30.0% $21.49 +26.7%
Page 24 of 27  ·  522 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%