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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 63 of 93  ·  1,860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 CPK CHESAPEAKE UTILS CORP Utilities 20.0 $3K -3.0 -13.0% $126.40 +0.5%
1242 AA ALCOA CORP Basic Materials 38.0 $3K $66.34 -0.1%
1243 FDLO FIDELITY COVINGTON TRUST 39.0 $3K $64.62 +8.1%
1244 CINF CINCINNATI FINL CORP Financial Services 16.0 $3K $157.38 +7.0%
1245 CBSH COMMERCE BANCSHARES INC Financial Services 51.0 $3K $49.22 +6.0%
1246 BNL BROADSTONE NET LEASE INC Real Estate 137.0 $3K -17.0 -11.0% $18.27 +11.7%
1247 BKH BLACK HILLS CORP Utilities 36.0 $2K $69.42 +6.8%
1248 PYPL PAYPAL HLDGS INC Financial Services 55.0 $2K -12.0 -17.9% $45.24 -1.9%
1249 UMBF UMB FINL CORP Financial Services 22.0 $2K $112.82 +15.4%
1250 GKOS GLAUKOS CORP Healthcare 23.0 $2K $107.70 +29.1%
1251 PBF PBF ENERGY INC Energy 52.0 $2K $47.63 -18.0%
1252 FAF FIRST AMERN FINL CORP Financial Services 41.0 $2K -5.0 -10.9% $60.29 +12.5%
1253 SAIC SCIENCE APPLICATIONS INTL CO Technology 26.0 $2K -11.0 -29.7% $94.92 +1.7%
1254 FINV FINVOLUTION GROUP Financial Services 514.0 $2K -216.0 -29.6% $4.79 -0.2%
1255 ARI APOLLO COML REAL ESTATE FIN Real Estate 232.0 $2K -27.0 -10.4% $10.56 +3.7%
1256 HBM HUDBAY MINERALS INC Basic Materials 117.0 $2K -64.0 -35.4% $20.91 +18.3%
1257 H HYATT HOTELS CORP Consumer Cyclical 17.0 $2K $143.82 +22.0%
1258 CIG CIA ENERGETICA DE MINAS GERA Utilities 1,020.0 $2K $2.39 -6.7%
1259 HAYW HAYWARD HLDGS INC Industrials 182.0 $2K $13.38 +2.1%
1260 IDA IDACORP INC Utilities 17.0 $2K $143.00 -1.0%
Page 63 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%