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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 7 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CAH CARDINAL HEALTH INC Healthcare 189.0 $45K 0.01% +30.0 +18.9% $237.56 -2.2%
122 COHR COHERENT CORP Technology 112.0 $44K 0.01% +2.0 +1.8% $394.47 -30.2%
123 CVS CVS HEALTH CORP Healthcare 426.0 $44K 0.01% +12.0 +2.9% $103.45 -9.0%
124 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 175.0 $44K 0.01% +18.0 +11.5% $249.98 -6.6%
125 UNP UNION PAC CORP Industrials 160.0 $44K 0.01% +55.0 +52.4% $272.00 +13.9%
126 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 130.0 $43K 0.01% +2.0 +1.6% $330.46 -0.1%
127 SKM SK TELECOM CO LTD Communication Services 1,329.0 $43K 0.01% +39.0 +3.0% $32.16 +24.4%
128 ROST ROSS STORES INC Consumer Cyclical 200.0 $43K 0.01% +2.0 +1.0% $212.85 +13.5%
129 KTB KONTOOR BRANDS INC Consumer Cyclical 509.0 $42K 0.01% +500.0 +5555.6% $83.34 -0.1%
130 MET METLIFE INC Financial Services 489.0 $41K 0.01% +180.0 +58.2% $84.61 +13.7%
131 CTVA CORTEVA INC Basic Materials 485.0 $41K 0.01% +6.0 +1.2% $84.69 -2.2%
132 HDB HDFC BANK LTD Financial Services 1,587.0 $41K 0.01% +201.0 +14.5% $25.83 -8.9%
133 USB US BANCORP Financial Services 675.0 $41K 0.01% +259.0 +62.3% $60.40 +3.3%
134 URI UNITED RENTALS INC Industrials 35.0 $40K 0.01% +1.0 +2.9% $1132.91 -4.4%
135 DUK DUKE ENERGY CORP NEW Utilities 313.0 $40K 0.01% +98.0 +45.6% $126.58 -3.6%
136 CAG CONAGRA BRANDS INC Consumer Defensive 2,831.0 $38K 0.01% +1K +68.0% $13.46 +23.8%
137 BSX BOSTON SCIENTIFIC CORP Healthcare 885.0 $38K 0.01% +139.0 +18.6% $42.68 +14.8%
138 PNW PINNACLE WEST CAP CORP Utilities 338.0 $36K 0.01% +200.0 +144.9% $107.00 -8.6%
139 LW LAMB WESTON HLDGS INC Consumer Defensive 837.0 $36K 0.01% +12.0 +1.4% $43.18 +26.9%
140 SO SOUTHERN CO Utilities 374.0 $36K 0.01% +121.0 +47.8% $95.71 -5.9%
Page 7 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%