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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 48 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 STE STERIS PLC Healthcare 26.0 $5K 0.00% $210.58 +12.3%
942 PCVX VAXCYTE INC Healthcare 94.0 $5K 0.00% +10.0 +11.9% $58.14 +4.5%
943 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 141.0 $5K 0.00% -9.0 -6.0% $38.73 +59.8%
944 FROG JFROG LTD Technology 60.0 $5K 0.00% $90.88 +2.2%
945 QIAGEN NV 139.0 $5K 0.00% +64.0 +85.3% $39.10
946 IQVIA HLDGS INC 28.0 $5K 0.00% -8.0 -22.2% $193.25
947 INVH INVITATION HOMES INC Real Estate 177.0 $5K 0.00% $30.21 -0.6%
948 STNG SCORPIO TANKERS INC Energy 77.0 $5K 0.00% $69.27 +7.7%
949 OMC OMNICOM GROUP INC Communication Services 73.0 $5K 0.00% -5.0 -6.4% $72.84 +20.9%
950 TFII TFI INTERNATIONAL INC Industrials 37.0 $5K 0.00% +3.0 +8.8% $143.59 -5.7%
951 BRC BRADY CORP Industrials 58.0 $5K 0.00% $91.59 +3.1%
952 GPOR GULFPORT ENERGY CORP Energy 31.0 $5K 0.00% $169.71 +2.6%
953 MRNA MODERNA INC Healthcare 75.0 $5K 0.00% $70.04 +108.5%
954 TRP TC ENERGY CORP Energy 79.0 $5K 0.00% $66.29 -5.1%
955 SNA SNAP ON INC Industrials 13.0 $5K 0.00% $402.46 -1.5%
956 G GENPACT LIMITED Technology 190.0 $5K 0.00% +120.0 +171.4% $27.50 +34.0%
957 PATHWARD FINANCIAL INC 60.0 $5K 0.00% $87.07
958 GGG GRACO INC Industrials 69.0 $5K 0.00% $75.62 +4.8%
959 DLTR DOLLAR TREE INC Consumer Defensive 43.0 $5K 0.00% +4.0 +10.3% $120.95 +9.5%
960 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 29.0 $5K 0.00% $178.97 +22.5%
Page 48 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%