Portfolio (Quarterly)
Guide ↗
Bell Investment Advisors, Inc
· CIK 0001890149| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | KYMR | KYMERA THERAPEUTICS INC | Healthcare | 6 | $467.0 | — | SOLD |
| 102 | COGT | COGENT BIOSCIENCES INC | Healthcare | 13 | $462.0 | — | SOLD |
| 103 | POOL | POOL CORP | Industrials | 2 | $458.0 | — | SOLD |
| 104 | — | CONFLUENT INC | — | 15 | $454.0 | — | SOLD |
| 105 | — | CIDARA THERAPEUTICS INC | — | 2 | $442.0 | — | SOLD |
| 106 | IIPR | INNOVATIVE INDL PPTYS INC | Real Estate | 9 | $427.0 | — | SOLD |
| 107 | TREX | TREX CO INC | Industrials | 12 | $421.0 | — | SOLD |
| 108 | RARE | ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 17 | $391.0 | — | SOLD |
| 109 | CCOI | COGENT COMMUNICATIONS HLDGS | Communication Services | 10 | $216.0 | — | SOLD |
| 110 | SKBL | SKYLINE BLDRS GROUP HLDG LTD | Industrials | 56 | $165.0 | — | SOLD |
| 111 | BMGL | BASEL MED GROUP LTD | Healthcare | 248 | $122.0 | — | SOLD |
| 112 | — | SUNCAR TECHNOLOGY GROUP INC | — | 58 | $118.0 | — | SOLD |
| 113 | XCH | XCHG LTD | Industrials | 52 | $59.0 | — | SOLD |
| 114 | — | JIN MED INTL LTD. | — | 152 | $34.0 | — | SOLD |
Sector Allocation
Technology
32.4%
Financial Services
14.1%
Communication Services
12.2%
Industrials
10.0%
Healthcare
7.7%
Consumer Defensive
7.4%
Consumer Cyclical
6.4%
Energy
6.0%
Utilities
1.5%
Basic Materials
1.3%