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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 52 of 93  ·  1,860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 NABL N-ABLE INC Technology 924.0 $4K 0.00% NEW $4.67 -23.8%
1022 ONB OLD NATL BANCORP IND Financial Services 195.0 $4K 0.00% NEW $22.10 +7.8%
1023 TS TENARIS S A Energy 74.0 $4K 0.00% $58.19 +4.3%
1024 BEPC BROOKFIELD RENEWABLE CORP Utilities 108.0 $4K 0.00% -23.0 -17.6% $39.83 -5.6%
1025 TEAM ATLASSIAN CORPORATION Technology 63.0 $4K 0.00% +18.0 +40.0% $68.25 +26.3%
1026 ALRM ALARM COM HLDGS INC Technology 99.0 $4K 0.00% NEW $43.19 +1.2%
1027 TPL TEXAS PACIFIC LAND CORPORATI Energy 9.0 $4K 0.00% $474.67 -15.2%
1028 DLTR DOLLAR TREE INC Consumer Defensive 39.0 $4K 0.00% +4.0 +11.4% $109.51 -12.6%
1029 LH LABCORP HOLDINGS INC Healthcare 16.0 $4K 0.00% -1.0 -5.9% $266.81 -4.1%
1030 KKR KKR & CO INC Financial Services 46.0 $4K 0.00% $92.50 +2.4%
1031 BDC BELDEN INC Technology 37.0 $4K 0.00% $114.84 -8.7%
1032 LAD LITHIA MTRS INC Consumer Cyclical 17.0 $4K 0.00% -6.0 -26.1% $249.76 +9.9%
1033 RDN RADIAN GROUP INC Financial Services 128.0 $4K 0.00% +15.0 +13.3% $33.09 +13.6%
1034 Z ZILLOW GROUP INC Communication Services 102.0 $4K 0.00% +43.0 +72.9% $41.38 -11.9%
1035 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 140.0 $4K 0.00% -116.0 -45.3% $30.12 +13.9%
1036 BCE BCE INC Communication Services 166.0 $4K 0.00% +59.0 +55.1% $25.24 -3.4%
1037 MTX MINERALS TECHNOLOGIES INC Basic Materials 59.0 $4K 0.00% -9.0 -13.2% $70.93 +6.3%
1038 NNN NNN REIT INC Real Estate 99.0 $4K 0.00% $42.03 +7.0%
1039 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 113.0 $4K 0.00% -99.0 -46.7% $36.81 -2.8%
1040 SBRA SABRA HEALTH CARE REIT INC Real Estate 216.0 $4K 0.00% +29.0 +15.5% $19.23 +9.5%
Page 52 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%