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Portfolio (Quarterly) Guide ↗

Bell Investment Advisors, Inc

· CIK 0001890149
13F Portfolio $639M 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 49 of 93  ·  1,860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 FAN FIRST TR EXCHANGE-TRADED FD 200.0 $5K 0.00% $24.74 +6.0%
962 TRP TC ENERGY CORP Energy 79.0 $5K 0.00% $62.61 +12.0%
963 ST SENSATA TECHNOLOGIES HLDG PL Technology 140.0 $5K 0.00% +15.0 +12.0% $35.22 +35.5%
964 BZ KANZHUN LIMITED Industrials 368.0 $5K 0.00% +152.0 +70.4% $13.39 +3.1%
965 SJM SMUCKER J M CO Consumer Defensive 51.0 $5K 0.00% +46.0 +920.0% $96.45 +4.2%
966 CWEN CLEARWAY ENERGY INC Utilities 125.0 $5K 0.00% $39.30 -2.9%
967 SMURFIT WESTROCK PLC 123.0 $5K 0.00% +108.0 +720.0% $39.85
968 HL HECLA MINING COMPANY Basic Materials 263.0 $5K 0.00% $18.63 -7.1%
969 MOMO HELLO GROUP INC Communication Services 849.0 $5K 0.00% NEW $5.76 +4.5%
970 PCVX VAXCYTE INC Healthcare 84.0 $5K 0.00% +9.0 +12.0% $58.12 -18.5%
971 QXO QXO INC Industrials 251.0 $5K 0.00% +23.0 +10.1% $19.42 -11.3%
972 GAP GAP INC Consumer Cyclical 201.0 $5K 0.00% $24.20 -4.3%
973 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 259.0 $5K 0.00% $18.70 -11.9%
974 TDY TELEDYNE TECHNOLOGIES INC Technology 8.0 $5K 0.00% $605.12 +1.5%
975 WB WEIBO CORP Communication Services 549.0 $5K 0.00% -84.0 -13.3% $8.75 -5.6%
976 IAC IAC INC Technology 120.0 $5K 0.00% +106.0 +757.1% $40.03 +2.8%
977 ATI ATI INC Industrials 33.0 $5K 0.00% $145.48 +10.3%
978 STZ CONSTELLATION BRANDS INC Consumer Defensive 32.0 $5K 0.00% $150.00 +0.8%
979 VNO VORNADO RLTY TR Real Estate 184.0 $5K 0.00% +38.0 +26.0% $25.99 +21.6%
980 BANF BANCFIRST CORP Financial Services 44.0 $5K 0.00% $108.50 +2.6%
Page 49 of 93  ·  1,860 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%