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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 71 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 13.0 $2K +4.0 +44.4% $123.31 +9.1%
1402 ASTS AST SPACEMOBILE INC Technology 18.0 $2K $88.89 -22.8%
1403 NNI NELNET INC Financial Services 12.0 $2K $133.33 -4.7%
1404 IONQ IONQ INC Technology 30.0 $2K -2.0 -6.2% $53.27 -15.8%
1405 ESTC ELASTIC N V Technology 28.0 $2K -73.0 -72.3% $57.04 +50.7%
1406 FUTU FUTU HLDGS LTD Financial Services 17.0 $2K +6.0 +54.5% $93.76 +31.9%
1407 CRWV COREWEAVE INC Technology 16.0 $2K $99.56 -11.8%
1408 MRCY MERCURY SYS INC Industrials 13.0 $2K +6.0 +85.7% $122.38 -25.4%
1409 UFPT UFP TECHNOLOGIES INC Healthcare 6.0 $2K $265.17 +16.6%
1410 SKY CHAMPION HOMES INC Consumer Cyclical 18.0 $2K $88.17 +2.4%
1411 CSGP COSTAR GROUP INC Real Estate 56.0 $2K -13.0 -18.8% $28.32 +13.9%
1412 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 14.0 $2K $113.14 -9.1%
1413 IAG IAMGOLD CORP Basic Materials 100.0 $2K $15.84 +33.5%
1414 THO THOR INDS INC Consumer Cyclical 21.0 $2K -15.0 -41.7% $75.19 +5.7%
1415 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 11.0 $2K $142.45 -7.8%
1416 TRMD TORM PLC Energy 60.0 $2K $26.07 +22.0%
1417 ENIC ENEL CHILE SA Utilities 347.0 $2K $4.50 -1.4%
1418 RKT ROCKET COS INC Financial Services 99.0 $2K -230.0 -69.9% $15.76 -11.6%
1419 TXT TEXTRON INC Industrials 17.0 $2K $91.76 -9.6%
1420 BOH BANK HAWAII CORP Financial Services 19.0 $2K +6.0 +46.1% $81.53 -4.9%
Page 71 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%