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Portfolio (Quarterly) Guide ↗

Bell Investment Advisors, Inc

· CIK 0001890149
13F Portfolio $639M AUM 1,860 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 172 New 494 Added 522 Reduced 114 Exited
Page 53 of 93  ·  1,860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 EFX EQUIFAX INC Industrials 23.0 $4K 0.00% +3.0 +15.0% $180.09 -9.4%
1042 KRYS KRYSTAL BIOTECH INC Healthcare 16.0 $4K 0.00% $258.38 +17.7%
1043 SSD SIMPSON MFG INC Industrials 24.0 $4K 0.00% $171.62 +7.8%
1044 TENB TENABLE HLDGS INC Technology 243.0 $4K 0.00% +222.0 +1057.1% $16.92 +50.7%
1045 TYL TYLER TECHNOLOGIES INC Technology 12.0 $4K 0.00% -1.0 -7.7% $342.42 -7.3%
1046 PHIN PHINIA INC Consumer Cyclical 60.0 $4K 0.00% +7.0 +13.2% $68.45 +8.9%
1047 R RYDER SYS INC Industrials 20.0 $4K 0.00% +3.0 +17.6% $204.75 +14.7%
1048 FFIN FIRST FINL BANKSHARES INC Financial Services 139.0 $4K 0.00% +119.0 +595.0% $29.45 +9.3%
1049 EGO ELDORADO GOLD CORP NEW Basic Materials 119.0 $4K 0.00% $34.34 -7.7%
1050 INTA INTAPP INC Technology 159.0 $4K 0.00% +144.0 +960.0% $25.69 -20.9%
1051 AVB AVALONBAY CMNTYS INC Real Estate 25.0 $4K 0.00% -6.0 -19.4% $163.36 +12.7%
1052 VNT VONTIER CORPORATION Technology 115.0 $4K 0.00% $35.48 -19.9%
1053 SMTC SEMTECH CORP Technology 53.0 $4K 0.00% +6.0 +12.8% $76.91 +84.4%
1054 AXTA AXALTA COATING SYS LTD Basic Materials 147.0 $4K 0.00% +17.0 +13.1% $27.70 +5.2%
1055 ESAB ESAB CORPORATION Industrials 42.0 $4K 0.00% $96.67 -5.7%
1056 USIG ISHARES TR 79.0 $4K 0.00% NEW $51.24 -0.6%
1057 VECO VEECO INSTRS INC DEL Technology 119.0 $4K 0.00% $33.87 +67.2%
1058 SBSW SIBANYE STILLWATER LTD Basic Materials 327.0 $4K 0.00% +44.0 +15.6% $12.32 -3.9%
1059 KD KYNDRYL HLDGS INC Technology 307.0 $4K 0.00% $13.12 -8.0%
1060 NOVT NOVANTA INC Technology 34.0 $4K 0.00% -36.0 -51.4% $118.12 +31.1%
Page 53 of 93  ·  1,860 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 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%