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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 72 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 IRTC IRHYTHM HOLDINGS INC Healthcare 13.0 $2K $119.00 +8.0%
1422 TX TERNIUM SA Basic Materials 36.0 $2K $42.72 +29.8%
1423 KMX CARMAX INC Consumer Cyclical 29.0 $2K $52.90 +17.5%
1424 HURN HURON CONSULTING GROUP INC Industrials 17.0 $2K $90.18 +79.2%
1425 FRO FRONTLINE PLC Energy 44.0 $2K $34.80 +25.5%
1426 CSTM CONSTELLIUM SE Basic Materials 48.0 $2K $31.88 -15.2%
1427 SLAB SILICON LABORATORIES INC Technology 7.0 $2K +2.0 +40.0% $218.57 -0.3%
1428 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 20.0 $2K $76.45 -6.2%
1429 DXC DXC TECHNOLOGY CO Technology 173.0 $2K -59.0 -25.4% $8.83 +22.3%
1430 VCYT VERACYTE INC Healthcare 26.0 $2K $58.73 -28.0%
1431 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 154.0 $2K $9.90 -28.4%
1432 CNK CINEMARK HLDGS INC Communication Services 48.0 $2K $31.75 +15.3%
1433 HLIO HELIOS TECHNOLOGIES INC Industrials 17.0 $2K +7.0 +70.0% $89.29 -14.7%
1434 ACLS AXCELIS TECHNOLOGIES INC Technology 8.0 $2K $189.50 -32.9%
1435 EFSC ENTERPRISE FINL SVCS CORP Financial Services 23.0 $2K $65.91 -3.4%
1436 CART MAPLEBEAR INC Consumer Cyclical 32.0 $2K $47.38 +5.2%
1437 REXR REXFORD INDL RLTY INC Real Estate 45.0 $2K -1.0 -2.2% $33.51 +11.1%
1438 MYRG MYR GROUP INC Industrials 3.0 $2K $500.67 -37.9%
1439 TECH BIO-TECHNE CORP Healthcare 21.0 $1K -20.0 -48.8% $70.67 +2.3%
1440 PMT PENNYMAC MTG INVT TR Real Estate 131.0 $1K $11.28 -17.1%
Page 72 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%