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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 21 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TTAN SERVICETITAN INC Technology 58.0 $4K 0.00% +18.0 +45.0% $70.72 +35.2%
402 SSL SASOL LTD Basic Materials 414.0 $4K 0.00% +78.0 +23.2% $9.82 +24.9%
403 BILI BILIBILI INC Technology 235.0 $4K 0.00% +136.0 +137.4% $17.03 -3.1%
404 UCTT ULTRA CLEAN HLDGS INC Technology 28.0 $4K 0.00% +6.0 +27.3% $142.61 -49.0%
405 TNET TRINET GROUP INC Industrials 80.0 $4K 0.00% +51.0 +175.9% $49.50 +40.6%
406 CPK CHESAPEAKE UTILS CORP Utilities 32.0 $4K 0.00% +12.0 +60.0% $122.50 +10.4%
407 ARM ARM HOLDINGS PLC Technology 11.0 $4K 0.00% +6.0 +120.0% $354.64 -32.7%
408 HOG HARLEY DAVIDSON INC Consumer Cyclical 155.0 $4K 0.00% +19.0 +14.0% $24.46 +15.6%
409 CW CURTISS WRIGHT CORP Industrials 5.0 $4K 0.00% +1.0 +25.0% $757.80 -18.8%
410 CMC COMMERCIAL METALS CO Basic Materials 60.0 $4K 0.00% +8.0 +15.4% $62.75 +3.4%
411 PPC PILGRIMS PRIDE CORP Consumer Defensive 133.0 $4K 0.00% +104.0 +358.6% $28.11 +13.1%
412 GFL GFL ENVIRONMENTAL INC Industrials 101.0 $4K 0.00% +67.0 +197.1% $36.79 +12.8%
413 GFS GLOBALFOUNDRIES INC Technology 44.0 $4K 0.00% +15.0 +51.7% $82.43 -44.3%
414 B BARRICK MNG CORP Basic Materials 97.0 $4K 0.00% +16.0 +19.8% $36.73 +31.1%
415 ALC ALCON AG Healthcare 53.0 $4K 0.00% +18.0 +51.4% $67.11 +9.8%
416 WEC WEC ENERGY GROUP INC Utilities 30.0 $4K 0.00% +17.0 +130.8% $116.80 -7.9%
417 GEN GEN DIGITAL INC Technology 139.0 $3K 0.00% +19.0 +15.8% $24.89 +16.9%
418 SOMNIGROUP INTERNATIONAL INC 44.0 $3K 0.00% +7.0 +18.9% $78.41
419 ZTO ZTO EXPRESS CAYMAN INC Industrials 154.0 $3K 0.00% +38.0 +32.8% $22.38 -4.9%
420 MZTI MARZETTI COMPANY Consumer Defensive 30.0 $3K 0.00% +19.0 +172.7% $114.17 +1.4%
Page 21 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%