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Portfolio (Quarterly) Guide ↗

Bell Investment Advisors, Inc

· CIK 0001890149
13F Portfolio $681M AUM 1,820 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 77 New 511 Added 495 Reduced 117 Exited
Page 17 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FNV FRANCO NEV CORP Basic Materials 39.0 $8K 0.00% +4.0 +11.4% $208.46 +29.6%
322 EWBC EAST WEST BANCORP INC Financial Services 62.0 $8K 0.00% +4.0 +6.9% $129.10 -0.1%
323 GWRE GUIDEWIRE SOFTWARE INC Technology 65.0 $8K 0.00% +39.0 +150.0% $123.06 +55.9%
324 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 150.0 $8K 0.00% +58.0 +63.0% $53.29 +13.2%
325 HMY HARMONY GOLD MNG LTD Basic Materials 520.0 $8K 0.00% +378.0 +266.2% $15.21 +50.0%
326 EMN EASTMAN CHEM CO Basic Materials 118.0 $8K 0.00% +14.0 +13.5% $66.98 +8.5%
327 ICSH ISHARES TR 156.0 $8K 0.00% +2.0 +1.3% $50.48 +0.1%
328 SCHH SCHWAB STRATEGIC TR 332.0 $8K 0.00% +2.0 +0.6% $23.70 +2.0%
329 PII POLARIS INC Consumer Cyclical 113.0 $8K 0.00% +9.0 +8.7% $68.44 -6.0%
330 NU NU HLDGS LTD Financial Services 574.0 $8K 0.00% +364.0 +173.3% $13.36 +10.5%
331 SLB SLB LIMITED Energy 159.0 $7K 0.00% +11.0 +7.4% $46.49 +16.2%
332 FIS FIDELITY NATL INFORMATION SV Technology 190.0 $7K 0.00% +79.0 +71.2% $38.88 +6.5%
333 QTWO Q2 HLDGS INC Technology 152.0 $7K 0.00% +45.0 +42.1% $48.11 +33.4%
334 DSGX DESCARTES SYS GROUP INC Technology 105.0 $7K 0.00% +62.0 +144.2% $69.25 +13.3%
335 DOC HEALTHPEAK PROPERTIES INC Real Estate 337.0 $7K 0.00% +53.0 +18.7% $21.40 +1.1%
336 ILMN ILLUMINA INC Healthcare 41.0 $7K 0.00% +4.0 +10.8% $175.85 +26.9%
337 NTR NUTRIEN LTD Basic Materials 113.0 $7K 0.00% +91.0 +413.6% $62.96 +18.0%
338 ATI ATI INC Industrials 36.0 $7K 0.00% +3.0 +9.1% $197.11 +6.4%
339 QFIN QFIN HOLDINGS INC Financial Services 445.0 $7K 0.00% +202.0 +83.1% $15.81 -30.5%
340 TYL TYLER TECHNOLOGIES INC Technology 24.0 $7K 0.00% +12.0 +100.0% $292.50 +21.6%
Page 17 of 26  ·  511 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 37.7%
Financial Services 14.5%
Industrials 10.5%
Healthcare 8.1%
Communication Services 7.3%
Consumer Defensive 7.2%
Consumer Cyclical 5.9%
Energy 4.8%
Utilities 1.6%
Basic Materials 1.3%