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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 50 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 LI LI AUTO INC Consumer Cyclical 427.0 $5K 0.00% -161.0 -27.4% $11.74 +4.5%
982 R RYDER SYS INC Industrials 19.0 $5K 0.00% -1.0 -5.0% $263.79 -6.7%
983 FAN FIRST TR EXCHANGE-TRADED FD 200.0 $5K 0.00% $24.98 -3.9%
984 SOUTHSTATE BK CORP 50.0 $5K 0.00% $99.90
985 SPSC SPS COMM INC Technology 87.0 $5K 0.00% +40.0 +85.1% $57.17 +40.9%
986 SHEL SHELL PLC Energy 64.0 $5K 0.00% -9.0 -12.3% $77.55 +18.9%
987 CVLT COMMVAULT SYS INC Technology 35.0 $5K 0.00% $141.74 -7.5%
988 VRNS VARONIS SYS INC Technology 118.0 $5K 0.00% +83.0 +237.1% $41.97 -2.7%
989 CNC CENTENE CORP DEL Healthcare 77.0 $5K 0.00% -5.0 -6.1% $64.19 +1.3%
990 LAD LITHIA MTRS INC Consumer Cyclical 17.0 $5K 0.00% $290.53 +28.0%
991 APTIV PLC 80.0 $5K 0.00% -80.0 -50.0% $61.39
992 EQR EQUITY RESIDENTIAL Real Estate 72.0 $5K 0.00% +8.0 +12.5% $67.93 +0.3%
993 BANF BANCFIRST CORP Financial Services 44.0 $5K 0.00% $111.14 -0.0%
994 NE NOBLE CORP PLC Energy 131.0 $5K 0.00% $37.31 +22.9%
995 MTX MINERALS TECHNOLOGIES INC Basic Materials 66.0 $5K 0.00% +7.0 +11.9% $73.98 -3.0%
996 QXO QXO INC Industrials 281.0 $5K 0.00% +30.0 +11.9% $17.28 -19.9%
997 GDDY GODADDY INC Technology 57.0 $5K 0.00% -59.0 -50.9% $84.89 +17.5%
998 IONS IONIS PHARMACEUTICALS INC Healthcare 61.0 $5K 0.00% $79.30 -19.8%
999 UGI UGI CORP NEW Utilities 140.0 $5K 0.00% -1.0 -0.7% $34.54 +11.0%
1000 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 101.0 $5K 0.00% $47.81 -9.4%
Page 50 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%