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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 2 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FMS FRESENIUS MEDICAL CARE AG Healthcare 84.0 $2K NEW $22.62 +3.6%
22 KLARNA GROUP PLC 72.0 $1K NEW $20.25
23 HRI HERC HLDGS INC Industrials 10.0 $1K NEW $143.40 +12.9%
24 GTX GARRETT MOTION INC Consumer Cyclical 30.0 $1K NEW $36.23 -26.5%
25 EQX EQUINOX GOLD CORP Basic Materials 104.0 $1K NEW $9.72 +39.2%
26 FIG FIGMA INC Technology 54.0 $977.0 NEW $18.09 +49.8%
27 APOGEE THERAPEUTICS INC 6.0 $797.0 NEW $132.83
28 ORKA ORUKA THERAPEUTICS INC Healthcare 8.0 $762.0 NEW $95.25 +13.3%
29 AHMA AMBITIONS ENTERPRISE MGMT CO Consumer Cyclical 420.0 $714.0 NEW $1.70 -12.9%
30 AG FIRST MAJESTIC SILVER CORP Basic Materials 42.0 $713.0 NEW $16.98 +24.2%
31 ERAS ERASCA INC Healthcare 37.0 $678.0 NEW $18.32 -3.8%
32 USAR USA RARE EARTH INC Basic Materials 31.0 $669.0 NEW $21.58 -10.8%
33 ALMONTY INDS INC 40.0 $663.0 NEW $16.57
34 SWK STANLEY BLACK & DECKER INC Industrials 7.0 $659.0 NEW $94.14 +6.2%
35 KEEL KEEL INFRASTRUCTURE CORP Technology 113.0 $649.0 NEW $5.74 -42.2%
36 SAIL SAILPOINT INC Technology 44.0 $645.0 NEW $14.66 +27.2%
37 BAX BAXTER INTL INC Healthcare 29.0 $619.0 NEW $21.34 +23.4%
38 FPS FORGENT POWER SOLUTIONS INC Industrials 11.0 $615.0 NEW $55.91 -40.7%
39 MANE VERADERMICS INC Healthcare 5.0 $615.0 NEW $123.00 -16.4%
40 EWTX EDGEWISE THERAPEUTICS INC Healthcare 15.0 $610.0 NEW $40.67 +8.6%
Page 2 of 4  ·  77 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%