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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 36 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 RKLB ROCKET LAB CORP Industrials 101.0 $10K 0.00% +6.0 +6.3% $101.65 -32.8%
702 MTD METTLER TOLEDO INTERNATIONAL Healthcare 8.0 $10K 0.00% -9.0 -52.9% $1277.62 +9.5%
703 IDCC INTERDIGITAL INC Technology 36.0 $10K 0.00% -5.0 -12.2% $283.14 +20.5%
704 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 94.0 $10K 0.00% $108.35 -2.9%
705 ALV AUTOLIV INC Consumer Cyclical 87.0 $10K 0.00% +12.0 +16.0% $116.17 +6.0%
706 BP BP PLC Energy 272.0 $10K 0.00% $36.95 +18.4%
707 ARES ARES MANAGEMENT CORPORATION Financial Services 90.0 $10K 0.00% +4.0 +4.7% $111.31 +25.8%
708 MMSI MERIT MED SYS INC Healthcare 144.0 $10K 0.00% +132.0 +1100.0% $69.34 +30.2%
709 RITM RITHM CAPITAL CORP Real Estate 1,062.0 $10K 0.00% -73.0 -6.4% $9.39 +9.1%
710 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 400.0 $10K 0.00% $24.83 -12.5%
711 STLD STEEL DYNAMICS INC Basic Materials 43.0 $10K 0.00% +2.0 +4.9% $229.47 -0.1%
712 UPWK UPWORK INC Industrials 1,180.0 $10K 0.00% -84.0 -6.7% $8.36 +2.5%
713 ESLT ELBIT SYS LTD Industrials 13.0 $10K 0.00% $758.77 -3.7%
714 STAG STAG INDUSTRIAL INC Real Estate 258.0 $10K 0.00% $38.06 -2.7%
715 SMCI SUPER MICRO COMPUTER INC Technology 334.0 $10K 0.00% +48.0 +16.8% $29.33 +19.9%
716 RGA REINSURANCE GROUP AMER INC Financial Services 46.0 $10K 0.00% $212.65 +15.5%
717 BOX BOX INC Technology 367.0 $10K 0.00% +36.0 +10.9% $26.54 +26.1%
718 FSLR FIRST SOLAR INC Energy 41.0 $10K 0.00% -1.0 -2.4% $235.98 -11.7%
719 CPRX CATALYST PHARMACEUTICALS INC Healthcare 307.0 $10K 0.00% $31.43 +0.2%
720 EXEL EXELIXIS INC Healthcare 177.0 $10K 0.00% -14.0 -7.3% $54.41 +0.3%
Page 36 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%