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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 4 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPGI S&P GLOBAL INC Financial Services 445.0 $181K 0.03% -32.0 -6.7% $407.26 +5.9%
62 WMT WALMART INC Consumer Defensive 1,320.0 $150K 0.02% -266.0 -16.8% $113.26 -8.4%
63 SCHW SCHWAB CHARLES CORP Financial Services 1,597.0 $147K 0.02% -117.0 -6.8% $92.28 +21.7%
64 SMLF ISHARES TR 1,542.0 $137K 0.02% -125.0 -7.5% $89.12 +0.2%
65 HD HOME DEPOT INC Consumer Cyclical 386.0 $136K 0.02% -920.0 -70.4% $352.68 -4.8%
66 PLTR PALANTIR TECHNOLOGIES INC Technology 1,159.0 $135K 0.02% -36.0 -3.0% $116.67 +54.2%
67 SCHG SCHWAB STRATEGIC TR 3,817.0 $129K 0.02% -2K -31.7% $33.84 +4.4%
68 TSCO TRACTOR SUPPLY CO Consumer Cyclical 3,984.0 $126K 0.02% -261.0 -6.2% $31.61 +10.7%
69 BLK BLACKROCK INC Financial Services 125.0 $120K 0.02% -3.0 -2.3% $961.56 +20.3%
70 VZ VERIZON COMMUNICATIONS INC Communication Services 2,717.0 $115K 0.02% -478.0 -15.0% $42.34 +16.8%
71 TJX TJX COS INC NEW Consumer Cyclical 746.0 $113K 0.02% -82.0 -9.9% $151.50 -7.3%
72 PFE PFIZER INC Healthcare 4,641.0 $112K 0.02% -176.0 -3.6% $24.08 +16.6%
73 TMO THERMO FISHER SCIENTIFIC INC Healthcare 200.0 $100K 0.01% -6.0 -2.9% $501.36 +25.5%
74 VXUS VANGUARD STAR FDS 1,123.0 $96K 0.01% -15.0 -1.3% $85.51 +2.6%
75 IVV ISHARES TR 128.0 $96K 0.01% -10.0 -7.2% $746.45 +3.1%
76 PEP PEPSICO INC Consumer Defensive 625.0 $85K 0.01% -164.0 -20.8% $135.40 +6.0%
77 SNPS SYNOPSYS INC Technology 188.0 $84K 0.01% -18.0 -8.7% $446.07 -10.8%
78 WELL WELLTOWER INC Real Estate 368.0 $84K 0.01% -15.0 -3.9% $226.97 +5.4%
79 DE DEERE & CO Industrials 118.0 $75K 0.01% -4.0 -3.3% $634.33 +2.1%
80 MCD MCDONALDS CORP Consumer Cyclical 273.0 $74K 0.01% -73.0 -21.1% $270.31 +0.2%
Page 4 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%