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Showing Q3 2025 data
Bell Investment Advisors, Inc's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Bell Investment Advisors, Inc
•CIK: 1890149•Filing: Q3 2025
**Bell Investment Advisors, Inc.** manages $612M across a diverse portfolio of 1,876 positions. The fund exhibits significant concentration in fixed income and sector-specific plays, notably holding GBIL at $60.5M and FNDX at $54.3M. Top allocations also include VMBS ($47.0M), TDTT ($45.9M), and TLT ($37.1M), indicating a pronounced focus on credit and duration management. This structure suggests a tactical, fixed-income-heavy mandate within its current asset allocation.
Total AUM
$611.9M
QoQ Performance
+5.2%
Positions
1,765
Top 10 Concentration
60.4%
Latest Filing
Q3 2025
Top Holdings Allocation
GBIL
FNDX
VMBS
TDTT
TLT
GBIL9.9%
FNDX8.9%
VMBS7.7%
TDTT7.5%
TLT6.1%
FNDF4.7%
MTUM4.0%
SCHX3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.7%
Technology3.5%
ETF0.8%
Financial0.6%
Consumer0.4%
Industrial0.4%
Healthcare0.4%
Communication0.1%
🚪 Exited Positionssold since Q2 2025
+1676 more exited positions
Changes from Q2 2025
NEW2 new positions
↑72 increased
↓109 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023