BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 TNDM TANDEM DIABETES CARE INC Healthcare 36 $691.0 SOLD
62 MARA MARA HOLDINGS INC Financial Services 84 $686.0 SOLD
63 TERN TERNS PHARMACEUTICALS INC Healthcare 13 $686.0 SOLD
64 RLI RLI CORP Financial Services 12 $685.0 SOLD
65 LFVN LIFEVANTAGE CORP Consumer Defensive 150 $648.0 SOLD
66 NOA NORTH AMERN CONSTR GROUP LTD Energy 47 $634.0 SOLD
67 CRTO CRITEO S A Communication Services 35 $628.0 SOLD
68 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 11 $625.0 SOLD
69 TPC TUTOR PERINI CORP Industrials 8 $618.0 SOLD
70 OUTFRONT MEDIA INC 23 $610.0 SOLD
71 LGND LIGAND PHARMACEUTICALS INC Healthcare 3 $599.0 SOLD
72 CWAN CLEARWATER ANALYTICS HLDGS I Technology 25 $592.0 SOLD
73 ENR ENERGIZER HLDGS INC Industrials 35 $575.0 SOLD
74 CIGI COLLIERS INTL GROUP INC Real Estate 5 $535.0 SOLD
75 PAY PAYMENTUS HOLDINGS INC Technology 21 $534.0 SOLD
76 OPLN OPENLANE INC Consumer Cyclical 18 $525.0 SOLD
77 VEL VELOCITY FINL INC Financial Services 29 $525.0 SOLD
78 EXPI EXP WORLD HLDGS INC Real Estate 87 $522.0 SOLD
79 LEU CENTRUS ENERGY CORP Energy 3 $521.0 SOLD
80 AHR AMERICAN HEALTHCARE REIT INC Real Estate 11 $519.0 SOLD
Page 4 of 6  ·  117 positions
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%