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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 10 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WMB WILLIAMS COS INC Energy 216.0 $16K 0.00% -44.0 -16.9% $74.34 -5.2%
182 TDG TRANSDIGM GROUP INC Industrials 12.0 $16K 0.00% -4.0 -25.0% $1332.08 -9.9%
183 CUSHMAN AND WAKEFIELD LTD 1,193.0 $16K 0.00% -804.0 -40.3% $13.39
184 SONY SONY GROUP CORP Technology 791.0 $16K 0.00% -541.0 -40.6% $20.06 +19.2%
185 AFRM AFFIRM HLDGS INC Technology 194.0 $16K 0.00% -12.0 -5.8% $81.55 -5.5%
186 CHD CHURCH & DWIGHT CO INC Consumer Defensive 162.0 $16K 0.00% -2.0 -1.2% $96.88 +2.0%
187 COOPER COS INC 212.0 $15K 0.00% -568.0 -72.8% $71.71
188 APPF APPFOLIO INC Technology 94.0 $15K 0.00% -14.0 -13.0% $160.35 +39.9%
189 CRUS CIRRUS LOGIC INC Technology 100.0 $15K 0.00% -6.0 -5.7% $148.53 -22.4%
190 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 49.0 $15K 0.00% -4.0 -7.5% $301.04 -21.5%
191 RDY DR REDDYS LABS LTD Healthcare 1,005.0 $15K 0.00% -719.0 -41.7% $14.49 -15.9%
192 ABNB AIRBNB INC Consumer Cyclical 101.0 $14K 0.00% -10.0 -9.0% $143.11 +30.9%
193 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 1,296.0 $14K 0.00% -22.0 -1.7% $11.15 -8.3%
194 PSKY PARAMOUNT SKYDANCE CORP Communication Services 1,445.0 $14K 0.00% -15.0 -1.0% $9.86 +5.0%
195 AN AUTONATION INC Consumer Cyclical 74.0 $14K 0.00% -12.0 -13.9% $185.80 +7.4%
196 WERN WERNER ENTERPRISES INC Industrials 315.0 $14K 0.00% -249.0 -44.1% $43.61 -10.9%
197 THC TENET HEALTHCARE CORP Healthcare 73.0 $14K 0.00% -8.0 -9.9% $187.08 +50.1%
198 GNTX GENTEX CORP Consumer Cyclical 538.0 $14K 0.00% -12.0 -2.2% $25.27 -6.5%
199 CBOE CBOE GLOBAL MKTS INC Financial Services 56.0 $14K 0.00% -6.0 -9.7% $242.68 +23.9%
200 FERG FERGUSON ENTERPRISES INC Industrials 57.0 $14K 0.00% -11.0 -16.2% $237.33 +2.1%
Page 10 of 25  ·  495 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%