Bell Investment Advisors, Inc
Top Portfolio Positions
1,694 positions ·
$65,257,718 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
37,248 | $9,453,169 | 14.49% |
| NVDA |
Nvidia Corp
Technology
|
19,383 | $3,380,395 | 5.18% |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,672 | $2,781,280 | 4.26% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
18,819 | $2,718,216 | 4.17% |
| MSFT |
Microsoft Corp
Technology
|
5,517 | $2,042,227 | 3.13% |
| SPY |
Spdr S&P 500 Etf Trust
|
2,532 | $1,646,660 | 2.52% |
| CVX |
Chevron Corp
Energy
|
7,938 | $1,642,372 | 2.52% |
| XOM |
Exxon Mobil Corp
Energy
|
8,150 | $1,382,729 | 2.12% |
| RTX |
RTX Corp
Industrials
|
7,114 | $1,372,290 | 2.10% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,727 | $1,192,762 | 1.83% |
Holdings in HOPE
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,373 | 123 | Shares | Sole | 2026-04-17 | |
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