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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 12 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NMIH NMI HLDGS INC Financial Services 269.0 $11K 0.00% -16.0 -5.6% $41.09 +9.9%
222 GSK GSK PLC Healthcare 208.0 $11K 0.00% -121.0 -36.8% $52.42 -0.0%
223 WBS WEBSTER FINL CORP Financial Services 142.0 $11K 0.00% -4.0 -2.7% $76.42 +1.5%
224 KHC KRAFT HEINZ CO Consumer Defensive 456.0 $11K 0.00% -112.0 -19.7% $23.62 +8.3%
225 APG API GROUP CORP Industrials 249.0 $11K 0.00% -2.0 -0.8% $42.35 -2.8%
226 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 36.0 $10K 0.00% -8.0 -18.2% $291.19 -10.1%
227 PRU PRUDENTIAL FINL INC Financial Services 97.0 $10K 0.00% -68.0 -41.2% $107.94 +12.2%
228 J P MORGAN EXCHANGE TRADED F 174.0 $10K 0.00% -14.0 -7.5% $60.17
229 MTD METTLER TOLEDO INTERNATIONAL Healthcare 8.0 $10K 0.00% -9.0 -52.9% $1277.62 +9.2%
230 IDCC INTERDIGITAL INC Technology 36.0 $10K 0.00% -5.0 -12.2% $283.14 +20.9%
231 RITM RITHM CAPITAL CORP Real Estate 1,062.0 $10K 0.00% -73.0 -6.4% $9.39 +8.5%
232 UPWK UPWORK INC Industrials 1,180.0 $10K 0.00% -84.0 -6.7% $8.36 +3.0%
233 FSLR FIRST SOLAR INC Energy 41.0 $10K 0.00% -1.0 -2.4% $235.98 -9.2%
234 EXEL EXELIXIS INC Healthcare 177.0 $10K 0.00% -14.0 -7.3% $54.41 -0.6%
235 JD JD.COM INC Consumer Cyclical 377.0 $10K 0.00% -221.0 -37.0% $25.48 +15.3%
236 OMF ONEMAIN HLDGS INC Financial Services 150.0 $9K 0.00% -35.0 -18.9% $60.97 +3.6%
237 CDW CDW CORP Technology 64.0 $9K 0.00% -1.0 -1.5% $140.64 -2.4%
238 PSA PUBLIC STORAGE Real Estate 28.0 $9K 0.00% -10.0 -26.3% $318.32 +1.3%
239 MORN MORNINGSTAR INC Financial Services 57.0 $9K 0.00% -8.0 -12.3% $156.04 +38.4%
240 LPL LG DISPLAY CO LTD Technology 2,277.0 $9K 0.00% -282.0 -11.0% $3.89 -15.7%
Page 12 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%