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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 11 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 STRL STERLING INFRASTRUCTURE INC Industrials 24.0 $20K 0.00% +1.0 +4.3% $839.38 -40.8%
202 BWXT BWX TECHNOLOGIES INC Industrials 102.0 $20K 0.00% +3.0 +3.0% $194.66 -23.2%
203 ON ON SEMICONDUCTOR CORP Technology 207.0 $20K 0.00% +4.0 +2.0% $94.54 -23.9%
204 UBS UBS GROUP AG Financial Services 390.0 $19K 0.00% +164.0 +72.6% $49.56 +8.4%
205 ENLIGHT RENEWABLE ENERGY LTD 215.0 $19K 0.00% +15.0 +7.5% $89.02
206 YUMC YUM CHINA HLDGS INC Consumer Cyclical 467.0 $19K 0.00% +3.0 +0.7% $40.87 +19.7%
207 SYF SYNCHRONY FINANCIAL Financial Services 250.0 $19K 0.00% +7.0 +2.9% $76.05 +5.2%
208 FANG DIAMONDBACK ENERGY INC Energy 108.0 $19K 0.00% +3.0 +2.9% $175.79 +17.0%
209 WST WEST PHARMACEUTICAL SVSC INC Healthcare 52.0 $19K 0.00% +2.0 +4.0% $359.00 -1.6%
210 BBY BEST BUY INC Consumer Cyclical 246.0 $19K 0.00% +92.0 +59.7% $75.88 +15.3%
211 ARGX ARGENX SE Healthcare 20.0 $19K 0.00% +2.0 +11.1% $927.80 +9.0%
212 VICI VICI PPTYS INC Real Estate 696.0 $18K 0.00% +158.0 +29.4% $26.55 +0.9%
213 TGT TARGET CORP Consumer Defensive 141.0 $18K 0.00% +3.0 +2.2% $130.62 +30.1%
214 KT KT CORP Communication Services 1,065.0 $18K 0.00% +248.0 +30.4% $17.28 +9.7%
215 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 210.0 $18K 0.00% +78.0 +59.1% $87.22 +12.9%
216 VIAV VIAVI SOLUTIONS INC Technology 381.0 $18K 0.00% +10.0 +2.7% $47.75 -22.6%
217 FLEX FLEX LTD Technology 112.0 $18K 0.00% +7.0 +6.7% $162.07 -34.2%
218 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 718.0 $18K 0.00% +185.0 +34.7% $25.06 +16.6%
219 ROL ROLLINS INC Consumer Cyclical 424.0 $18K 0.00% +93.0 +28.1% $41.74 -10.7%
220 PKX POSCO HOLDINGS INC Basic Materials 343.0 $18K 0.00% +39.0 +12.8% $51.38 +14.2%
Page 11 of 26  ·  511 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%