Bell Investment Advisors, Inc.
Long-term investor · CA · @bellinvestmentadvisorsin
+12.8%
All time
S&P +14.9%
Long-term investor
Bell Investment Advisors, Inc. @bellinvestmentadvisorsin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001890149).
Record
- Tracked since 2025-06-30 (487 days), 13 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +12.8% · 1 year +12.8% · all +12.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524771 · 10.3% · long · since 2025-09-30
- 381430529 · 9.7% · long · since 2025-09-30
- 33939L506 · 7.2% · long · since 2025-09-30
- 92206C771 · 7.2% · long · since 2025-09-30
- 464287432 · 5.7% · long · since 2025-09-30
- 808524755 · 5.1% · long · since 2025-09-30
- 808524201 · 3.9% · long · since 2025-09-30
- 46432F396 · 3.6% · long · since 2025-09-30
- 922908744 · 2.9% · long · since 2025-09-30
- 46432F339 · 2.4% · long · since 2025-09-30
- 808524763 · 2.3% · long · since 2025-09-30
- 808524805 · 2.2% · long · since 2025-09-30