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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 39 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 109.0 $9K 0.00% +7.0 +6.9% $79.22 +8.5%
762 TEX TEREX CORP NEW Industrials 119.0 $9K 0.00% -23.0 -16.2% $72.39 -9.5%
763 LII LENNOX INTL INC Industrials 15.0 $9K 0.00% $573.00 -31.8%
764 PSO PEARSON PLC Communication Services 540.0 $9K 0.00% $15.89 +3.9%
765 NEBIUS GROUP N.V. 31.0 $9K 0.00% $276.19
766 ENB ENBRIDGE INC Energy 157.0 $9K 0.00% $54.21 -7.8%
767 GNRC GENERAC HLDGS INC Industrials 29.0 $8K 0.00% +2.0 +7.4% $292.83 -30.4%
768 PEGA PEGASYSTEMS INC Technology 283.0 $8K 0.00% +38.0 +15.5% $29.97 +13.5%
769 WDAY WORKDAY INC Technology 69.0 $8K 0.00% +6.0 +9.5% $122.42 +59.1%
770 FCPT FOUR CORNERS PPTY TR INC Real Estate 344.0 $8K 0.00% -110.0 -24.2% $24.55 +3.8%
771 TME TENCENT MUSIC ENTMT GROUP Communication Services 1,006.0 $8K 0.00% +664.0 +194.2% $8.35 +6.2%
772 BLKB BLACKBAUD INC Technology 283.0 $8K 0.00% +272.0 +2472.7% $29.62 +60.5%
773 RDDT REDDIT INC Communication Services 48.0 $8K 0.00% +1.0 +2.1% $173.58 -8.9%
774 CORPAY INC 25.0 $8K 0.00% +1.0 +4.2% $333.28
775 TCOM TRIP COM GROUP LTD Consumer Cyclical 208.0 $8K 0.00% +51.0 +32.5% $39.84 +15.1%
776 MTCH MATCH GROUP INC NEW Communication Services 217.0 $8K 0.00% $38.05 +9.9%
777 HEICO CORP NEW 32.0 $8K 0.00% $257.94
778 RNW RENEW ENERGY GLOBAL PLC Utilities 1,320.0 $8K 0.00% +1K +1275.0% $6.25 +9.0%
779 WY WEYERHAEUSER CO Real Estate 344.0 $8K 0.00% +321.0 +1395.7% $23.94 +1.3%
780 CNI CANADIAN NATL RY CO Industrials 69.0 $8K 0.00% -84.0 -54.9% $119.25 +7.4%
Page 39 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%