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Portfolio (Quarterly) Guide ↗

Bell Investment Advisors, Inc

· CIK 0001890149
13F Portfolio $639.2B 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 3 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 AVIDITY BIOSCIENCES INC 40 $3K SOLD
42 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 203 $2K SOLD
43 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 119 $2K SOLD
44 BLLN BILLIONTOONE INC Healthcare 29 $2K SOLD
45 SWKS SKYWORKS SOLUTIONS INC Technology 37 $2K SOLD
46 CADENCE BANK 51 $2K SOLD
47 FLO FLOWERS FOODS INC Consumer Defensive 199 $2K SOLD
48 HILLENBRAND INC 68 $2K SOLD
49 STVN STEVANATO GROUP S P A Healthcare 105 $2K SOLD
50 HTFL HEARTFLOW INC Healthcare 70 $2K SOLD
51 NTSK NETSKOPE INC Technology 112 $2K SOLD
52 INSP INSPIRE MED SYS INC Healthcare 20 $2K SOLD
53 ASCENTAGE PHARMA GROUP INTL 67 $2K SOLD
54 HCM HUTCHMED CHINA LTD Healthcare 129 $2K SOLD
55 IOSP INNOSPEC INC Basic Materials 19 $1K SOLD
56 AGYS AGILYSYS INC Technology 12 $1K SOLD
57 REV GROUP INC 23 $1K SOLD
58 ZH ZHIHU INC Communication Services 416 $1K SOLD
59 IMCR IMMUNOCORE HLDGS PLC Healthcare 39 $1K SOLD
60 UGP ULTRAPAR PARTICIPACOES SA Energy 342 $1K SOLD
Page 3 of 6  ·  114 positions
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%