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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 80 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 BTQ BTQ TECHNOLOGIES CORP Technology 156.0 $841.0 $5.39 -34.7%
1582 ENPH ENPHASE ENERGY INC Energy 17.0 $838.0 $49.29 -21.7%
1583 CCI CROWN CASTLE INC Real Estate 11.0 $834.0 -6.0 -35.3% $75.82 -0.4%
1584 TDC TERADATA CORP DEL Technology 24.0 $832.0 $34.67 -20.1%
1585 MEOH METHANEX CORP Basic Materials 18.0 $831.0 +9.0 +100.0% $46.17 +30.2%
1586 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 23.0 $826.0 $35.91 -0.2%
1587 MIRM MIRUM PHARMACEUTICALS INC Healthcare 7.0 $820.0 $117.14 -17.8%
1588 NICE NICE LTD Technology 9.0 $818.0 -5.0 -35.7% $90.89 +10.3%
1589 NXDR NEXTDOOR HOLDINGS INC Communication Services 358.0 $813.0 $2.27 +5.2%
1590 GCMG GCM GROSVENOR INC Financial Services 66.0 $812.0 $12.30 +11.6%
1591 MD PEDIATRIX MEDICAL GROUP INC Healthcare 32.0 $811.0 $25.34 +4.8%
1592 UIS UNISYS CORP Technology 221.0 $809.0 $3.66 -25.1%
1593 TELIX PHARMACEUTICAL LTD 70.0 $808.0 $11.54
1594 VIV TELEFONICA BRASIL SA Communication Services 61.0 $803.0 -42.0 -40.8% $13.16 -13.2%
1595 MANU MANCHESTER UTD PLC NEW Communication Services 35.0 $803.0 $22.94 +3.5%
1596 APOGEE THERAPEUTICS INC 6.0 $797.0 NEW $132.83
1597 PRIM PRIMORIS SVCS CORP Industrials 8.0 $793.0 -43.0 -84.3% $99.12 -22.1%
1598 TALO TALOS ENERGY INC Energy 60.0 $775.0 $12.92 +35.3%
1599 YALA YALLA GROUP LTD Technology 140.0 $769.0 $5.49 +2.7%
1600 BTU PEABODY ENGR CORP Energy 33.0 $763.0 $23.12 +19.4%
Page 80 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%