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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 54 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 TTAN SERVICETITAN INC Technology 58.0 $4K 0.00% +18.0 +45.0% $70.72 +29.9%
1062 STN STANTEC INC Industrials 59.0 $4K 0.00% $68.92 +6.6%
1063 SSL SASOL LTD Basic Materials 414.0 $4K 0.00% +78.0 +23.2% $9.82 +16.6%
1064 BMO BANK MONTREAL MEDIUM Financial Services 23.0 $4K 0.00% $176.74 -1.9%
1065 TSN TYSON FOODS INC Consumer Defensive 71.0 $4K 0.00% $57.25 -0.1%
1066 HL HECLA MINING COMPANY Basic Materials 263.0 $4K 0.00% $15.43 +35.5%
1067 GRND GRINDR INC Technology 282.0 $4K 0.00% $14.37 +9.2%
1068 EXP EAGLE MATLS INC Basic Materials 18.0 $4K 0.00% $225.00 -11.6%
1069 FSLY FASTLY INC Technology 220.0 $4K 0.00% $18.36 +25.2%
1070 MTDR MATADOR RES CO Energy 81.0 $4K 0.00% $49.79 +11.5%
1071 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 103.0 $4K 0.00% -5.0 -4.6% $39.06 +1.5%
1072 NEXXEN INTL LTD 445.0 $4K 0.00% $9.03
1073 CLS CELESTICA INC Technology 11.0 $4K 0.00% $364.82 -15.8%
1074 LOPE GRAND CANYON ED INC Consumer Defensive 28.0 $4K 0.00% -14.0 -33.3% $143.14 +4.1%
1075 BILI BILIBILI INC Technology 235.0 $4K 0.00% +136.0 +137.4% $17.03 -2.7%
1076 CBT CABOT CORP Basic Materials 44.0 $4K 0.00% $90.84 -7.9%
1077 UCTT ULTRA CLEAN HLDGS INC Technology 28.0 $4K 0.00% +6.0 +27.3% $142.61 -48.6%
1078 TNET TRINET GROUP INC Industrials 80.0 $4K 0.00% +51.0 +175.9% $49.50 +40.6%
1079 LIVN LIVANOVA PLC Healthcare 48.0 $4K 0.00% $82.25 -3.5%
1080 TPL TEXAS PACIFIC LAND CORPORATI Energy 9.0 $4K 0.00% $437.67 -14.9%
Page 54 of 91  ·  1,820 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%