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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 40 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 XPEV XPENG INC Consumer Cyclical 619.0 $8K 0.00% -23.0 -3.6% $13.24 -12.4%
782 DUPONT DE NEMOURS INC 60.0 $8K 0.00% NEW $135.65
783 LNC LINCOLN NATL CORP IND Financial Services 230.0 $8K 0.00% -90.0 -28.1% $35.35 +20.5%
784 FNV FRANCO NEV CORP Basic Materials 39.0 $8K 0.00% +4.0 +11.4% $208.46 +30.4%
785 ESNT ESSENT GROUP LTD Financial Services 126.0 $8K 0.00% -136.0 -51.9% $64.29 +7.3%
786 SMTC SEMTECH CORP Technology 50.0 $8K 0.00% -3.0 -5.7% $161.86 -21.2%
787 SN SHARKNINJA INC Consumer Cyclical 53.0 $8K 0.00% $152.28 +20.7%
788 JLL JONES LANG LASALLE INC Real Estate 26.0 $8K 0.00% -2.0 -7.1% $309.96 +26.7%
789 MOOG INC 19.0 $8K 0.00% $423.84
790 VC VISTEON CORP Consumer Cyclical 81.0 $8K 0.00% -4.0 -4.7% $99.22 +4.4%
791 EWBC EAST WEST BANCORP INC Financial Services 62.0 $8K 0.00% +4.0 +6.9% $129.10 +0.3%
792 GWRE GUIDEWIRE SOFTWARE INC Technology 65.0 $8K 0.00% +39.0 +150.0% $123.06 +53.0%
793 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 150.0 $8K 0.00% +58.0 +63.0% $53.29 +13.4%
794 CARG CARGURUS INC Consumer Cyclical 234.0 $8K 0.00% -56.0 -19.3% $34.09 +6.9%
795 CALM CAL MAINE FOODS INC Consumer Defensive 99.0 $8K 0.00% -9.0 -8.3% $80.57 +4.4%
796 INSW INTERNATIONAL SEAWAYS INC Energy 104.0 $8K 0.00% $76.60 +29.3%
797 BSAC BANCO SANTANDER CHILE NEW Financial Services 241.0 $8K 0.00% -16.0 -6.2% $32.93 +9.8%
798 HMY HARMONY GOLD MNG LTD Basic Materials 520.0 $8K 0.00% +378.0 +266.2% $15.21 +50.9%
799 EMN EASTMAN CHEM CO Basic Materials 118.0 $8K 0.00% +14.0 +13.5% $66.98 +7.5%
800 ICSH ISHARES TR 156.0 $8K 0.00% +2.0 +1.3% $50.48 +0.1%
Page 40 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%