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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 66 of 93  ·  1,860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 PK PARK HOTELS & RESORTS INC Real Estate 208.0 $2K -53.0 -20.3% $10.53 +8.1%
1302 HMY HARMONY GOLD MNG LTD Basic Materials 142.0 $2K -222.0 -61.0% $15.37 +11.9%
1303 MTN VAIL RESORTS INC Consumer Cyclical 17.0 $2K $128.35 -1.1%
1304 AGX ARGAN INC Industrials 4.0 $2K -8.0 -66.7% $544.75 +18.3%
1305 WFRD WEATHERFORD INTL PLC Energy 23.0 $2K $94.61 +17.7%
1306 VFC V F CORP Consumer Cyclical 128.0 $2K $16.99 -4.6%
1307 TIGO MILLICOM INTL CELLULAR S A Communication Services 29.0 $2K +16.0 +123.1% $74.97 +12.2%
1308 HURN HURON CONSULTING GROUP INC Industrials 17.0 $2K $127.53 -17.4%
1309 CCC CCC INTELLIGENT SOLUTIONS HL Technology 361.0 $2K $6.00 -24.3%
1310 AROC ARCHROCK INC Energy 62.0 $2K $34.81 +6.0%
1311 SHYD VANECK ETF TRUST 95.0 $2K NEW $22.66 -0.4%
1312 RGTI RIGETTI COMPUTING INC Technology 153.0 $2K -20.0 -11.6% $14.05 +20.2%
1313 FFBC 1ST FINL BANCORP Financial Services 77.0 $2K $27.88 +10.0%
1314 TECH BIO-TECHNE CORP Healthcare 41.0 $2K -9.0 -18.0% $52.27 -10.7%
1315 ICL ICL GROUP LTD Basic Materials 415.0 $2K -128.0 -23.6% $5.16 +25.5%
1316 PKG PACKAGING CORP AMER Consumer Cyclical 10.0 $2K $212.30 +0.4%
1317 HYMB SPDR SERIES TRUST 85.0 $2K NEW $24.80 +0.5%
1318 PLUS EPLUS INC Technology 28.0 $2K $75.25 +10.2%
1319 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 23.0 $2K $91.39 -16.3%
1320 BSBR BANCO SANTANDER BRASIL S A Financial Services 353.0 $2K -2K -86.2% $5.93 -6.3%
Page 66 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%