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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 20 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 92.0 $29K 0.00% -34.0 -27.0% $317.53 -8.0%
382 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 317.0 $29K 0.00% -80.0 -20.1% $92.09 -3.2%
383 BR BROADRIDGE FINL SOLUTIONS IN Technology 213.0 $29K 0.00% +129.0 +153.6% $136.95 +33.0%
384 BA BOEING CO Industrials 134.0 $29K 0.00% +20.0 +17.5% $216.47 -1.0%
385 HONEYWELL AEROSPACE INC 131.0 $29K 0.00% NEW $221.08
386 NXPI NXP SEMICONDUCTORS N V Technology 102.0 $29K 0.00% +82.0 +410.0% $281.04 -19.7%
387 BDX BECTON DICKINSON & CO Healthcare 189.0 $29K 0.00% +183.0 +3050.0% $151.33 +26.9%
388 SFM SPROUTS FMRS MKT INC Consumer Defensive 338.0 $29K 0.00% -8.0 -2.3% $84.58 -4.1%
389 WAB WABTEC Industrials 106.0 $29K 0.00% +4.0 +3.9% $269.60 +10.4%
390 IUSV ISHARES TR 258.0 $28K 0.00% $110.15 +4.3%
391 TOTALENERGIES SE 365.0 $28K 0.00% $77.76
392 BE BLOOM ENERGY CORP Industrials 93.0 $28K 0.00% +2.0 +2.2% $302.71 -33.5%
393 DRI DARDEN RESTAURANTS INC Consumer Cyclical 136.0 $28K 0.00% +132.0 +3300.0% $206.01 +7.6%
394 CENCORA INC 99.0 $28K 0.00% -6.0 -5.7% $282.99
395 STT STATE STR CORP Financial Services 165.0 $28K 0.00% $169.60 +10.3%
396 ENTERGY CORP NEW 243.0 $28K 0.00% +5.0 +2.1% $114.86
397 NUE NUCOR CORP Basic Materials 125.0 $28K 0.00% +2.0 +1.6% $222.75 +9.4%
398 SWX SOUTHWEST GAS HLDGS INC Utilities 313.0 $28K 0.00% +26.0 +9.1% $88.68 +0.2%
399 BIIB BIOGEN INC Healthcare 127.0 $27K 0.00% +3.0 +2.4% $216.06 +0.3%
400 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 331.0 $27K 0.00% $82.40 -4.2%
Page 20 of 91  ·  1,820 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%