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Portfolio (Quarterly) Guide ↗

Bell Investment Advisors, Inc

· CIK 0001890149
13F Portfolio $639M AUM 1,860 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 172 New 494 Added 522 Reduced
Page 15 of 93  ·  1,860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 107.0 $42K 0.01% +2.0 +1.9% $391.77 +105.0%
282 CMCSA COMCAST CORP NEW Communication Services 1,441.0 $41K 0.01% -236.0 -14.1% $28.71 -5.5%
283 VGT VANGUARD WORLD FD 59.0 $41K 0.01% $692.63 -83.1%
284 ADP AUTOMATIC DATA PROCESSING IN Industrials 201.0 $41K 0.01% -97.0 -32.5% $203.18 +39.2%
285 CI THE CIGNA GROUP Healthcare 153.0 $41K 0.01% +30.0 +24.4% $266.75 +4.0%
286 ROIV ROIVANT SCIENCES LTD Healthcare 1,471.0 $41K 0.01% +25.0 +1.7% $27.70 +31.7%
287 VYM VANGUARD WHITEHALL FDS 275.0 $41K 0.01% -336.0 -55.0% $147.93 +11.5%
288 AMP AMERIPRISE FINL INC Financial Services 91.0 $40K 0.01% -1.0 -1.1% $444.41 +26.2%
289 NVS NOVARTIS AG Healthcare 263.0 $40K 0.01% +50.0 +23.5% $152.75 +3.5%
290 CTVA CORTEVA INC Basic Materials 479.0 $40K 0.01% +282.0 +143.2% $83.71 -1.7%
291 IWF ISHARES TR 94.0 $40K 0.01% $426.40 -71.5%
292 EW EDWARDS LIFESCIENCES CORP Healthcare 499.0 $40K 0.01% -14.0 -2.7% $80.08 +13.3%
293 TER TERADYNE INC Technology 134.0 $40K 0.01% +4.0 +3.1% $296.46 +23.7%
294 AZN ASTRAZENECA PLC Healthcare 200.0 $39K 0.01% NEW $197.22 -15.6%
295 PH PARKER-HANNIFIN CORP Industrials 44.0 $39K 0.01% +1.0 +2.3% $895.25 +12.9%
296 FDX FEDEX CORP Industrials 110.0 $39K 0.01% $356.18 -7.5%
297 PSX PHILLIPS 66 Energy 215.0 $39K 0.01% -3.0 -1.4% $182.18 +32.2%
298 MDT MEDTRONIC PLC Healthcare 451.0 $39K 0.01% -70.0 -13.4% $86.58 +7.2%
299 O REALTY INCOME CORP Real Estate 637.0 $39K 0.01% -8.0 -1.2% $61.18 +2.8%
300 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 128.0 $39K 0.01% +2.0 +1.6% $304.09 +8.1%
Page 15 of 93  ·  1,860 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 34.3%
Financial Services 14.8%
Industrials 10.5%
Healthcare 8.1%
Consumer Defensive 7.8%
Communication Services 7.2%
Consumer Cyclical 6.7%
Energy 6.4%
Utilities 1.6%
Basic Materials 1.4%