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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 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MHK MOHAWK INDS INC Consumer Cyclical 5.0 $607.0 NEW $121.40 +12.2%
42 CLH CLEAN HARBORS INC Industrials 2.0 $598.0 NEW $299.00 +5.7%
43 UUUU ENERGY FUELS INC Energy 41.0 $595.0 NEW $14.51 +4.3%
44 MDLN MEDLINE INC Healthcare 15.0 $592.0 NEW $39.47 -13.2%
45 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 63.0 $592.0 NEW $9.40 +19.9%
46 SLGN SILGAN HLDGS INC Consumer Cyclical 12.0 $557.0 NEW $46.42 -8.7%
47 DORM DORMAN PRODS INC Consumer Cyclical 4.0 $546.0 NEW $136.50 -3.2%
48 INSP INSPIRE MED SYS INC Healthcare 12.0 $536.0 NEW $44.67 +39.6%
49 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 13.0 $534.0 NEW $41.08 -10.2%
50 SBCF SEACOAST BKG CORP FLA Financial Services 16.0 $532.0 NEW $33.25 +4.1%
51 BUSE FIRST BUSEY CORP Financial Services 18.0 $531.0 NEW $29.50 +2.7%
52 PFS PROVIDENT FINL SVCS INC Financial Services 22.0 $521.0 NEW $23.68 +0.1%
53 RIOT RIOT PLATFORMS INC Financial Services 19.0 $521.0 NEW $27.42 -27.7%
54 TRNO TERRENO RLTY CORP Real Estate 8.0 $519.0 NEW $64.88 +5.1%
55 TRN TRINITY INDS INC Industrials 15.0 $519.0 NEW $34.60 -13.9%
56 VERX VERTEX INC Technology 45.0 $517.0 NEW $11.49 +17.2%
57 CURB CURBLINE PPTYS CORP Real Estate 17.0 $517.0 NEW $30.41 -3.4%
58 SPACE EXPLORATION TECHN CORP 3.0 $513.0 NEW $171.00
59 BANC BANC OF CALIFORNIA INC Financial Services 25.0 $511.0 NEW $20.44 -8.8%
60 WLK WESTLAKE CORPORATION Basic Materials 7.0 $511.0 NEW $73.00 +8.1%
Page 3 of 4  ·  77 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%