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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 54 of 93  ·  1,860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 DDS DILLARDS INC Consumer Cyclical 7.0 $4K 0.00% $572.14 -3.5%
1062 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 62.0 $4K 0.00% $64.45 +3.2%
1063 WK WORKIVA INC Technology 67.0 $4K 0.00% NEW $59.64 -18.6%
1064 RPM RPM INTL INC Basic Materials 40.0 $4K 0.00% +9.0 +29.0% $99.40 -0.9%
1065 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 108.0 $4K 0.00% +30.0 +38.5% $36.75 +10.6%
1066 WIX WIX COM LTD Technology 44.0 $4K 0.00% +25.0 +131.6% $90.09 -39.2%
1067 EXLS EXLSERVICE HLDGS INC Technology 130.0 $4K 0.00% -20.0 -13.3% $30.45 -4.0%
1068 FE FIRSTENERGY CORP Utilities 78.0 $4K 0.00% $50.67 -10.2%
1069 UI UBIQUITI INC Technology 5.0 $4K 0.00% $790.40 -24.2%
1070 FRPT FRESHPET INC Consumer Defensive 67.0 $4K 0.00% $58.97 -13.0%
1071 DTE DTE ENERGY CO Utilities 27.0 $4K 0.00% $146.22 -1.7%
1072 DPZ DOMINOS PIZZA INC Consumer Cyclical 11.0 $4K 0.00% -3.0 -21.4% $358.82 -11.8%
1073 NXPI NXP SEMICONDUCTORS N V Technology 20.0 $4K 0.00% -46.0 -69.7% $196.90 +52.0%
1074 MC MOELIS & CO Financial Services 69.0 $4K 0.00% -86.0 -55.5% $57.00 +15.2%
1075 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 53.0 $4K 0.00% $73.91 +3.6%
1076 KN KNOWLES CORP Technology 152.0 $4K 0.00% $25.68 +37.2%
1077 KFY KORN FERRY Industrials 62.0 $4K 0.00% -24.0 -27.9% $62.95 +5.9%
1078 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 59.0 $4K 0.00% $66.12 +5.8%
1079 SE SEA LTD Consumer Cyclical 47.0 $4K 0.00% +4.0 +9.3% $82.83 +5.4%
1080 GWRE GUIDEWIRE SOFTWARE INC Technology 26.0 $4K 0.00% +6.0 +30.0% $149.58 -9.3%
Page 54 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%