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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 90 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 MNDY MONDAY COM LTD Technology 5.0 $362.0 -14.0 -73.7% $72.40 +25.3%
1782 CXT CRANE NXT CO Industrials 7.0 $359.0 $51.29 -2.1%
1783 ECARX HOLDINGS INC 278.0 $359.0 $1.29
1784 SBAC SBA COMMUNICATIONS CORP Real Estate 2.0 $353.0 -16.0 -88.9% $176.50 +3.5%
1785 DBV TECHNOLOGIES S A 21.0 $345.0 $16.43
1786 MKTX MARKETAXESS HLDGS INC Financial Services 3.0 $341.0 $113.67 +42.6%
1787 UHAL U HAUL HOLDING COMPANY 5.0 $328.0 $65.60
1788 ASIX ADVANSIX INC Basic Materials 16.0 $319.0 $19.94 -13.8%
1789 CABO CABLE ONE INC Communication Services 6.0 $319.0 $53.17 -57.1%
1790 KC KINGSOFT CLOUD HLDGS LTD Technology 35.0 $317.0 -222.0 -86.4% $9.06 +23.0%
1791 INTR INTER & CO INC Financial Services 58.0 $315.0 -616.0 -91.4% $5.43 -0.8%
1792 RERE ATRENEW INC Consumer Cyclical 81.0 $314.0 $3.88 +7.3%
1793 FLY FIREFLY AEROSPACE INC Industrials 10.0 $294.0 -9.0 -47.4% $29.40 -16.8%
1794 AXTI AXT INC Technology 4.0 $289.0 NEW $72.25 -2.1%
1795 IVA INVENTIVA SA Healthcare 76.0 $288.0 $3.79 +23.5%
1796 EH EHANG HLDGS LTD Industrials 42.0 $276.0 $6.57 -16.2%
1797 PONY AI INC 38.0 $265.0 $6.97
1798 MGEE MGE ENERGY INC Utilities 3.0 $245.0 -6.0 -66.7% $81.67 -3.7%
1799 EPAM EPAM SYS INC Technology 3.0 $239.0 $79.67 +38.5%
1800 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 14.0 $238.0 $17.00 -16.1%
Page 90 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%